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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

195 hedge funds and large institutions have $730M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
57
Reduced
52
Closed
13
Calls
$195K
Puts
$988K
Net Calls
-$793K
Net Calls Change
-$287K

Top Buyers

1
WAM
1
WNY Asset Management
New York
$16.3M
2
GS
2
GTS Securities
New York
$2.72M
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$2.52M
4
ONB
4
Old National Bancorp
Indiana
$8.61M
5
SIA
5
Soltis Investment Advisors
Utah
$18.2M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$319K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.97M
3
PF
3
Phoenix Financial
Israel
$4.2M
4
SW
4
SVB Wealth
Massachusetts
$0
5
BFG
5
Bleakley Financial Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$86.8M 980,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$72.8M 822,481 -8,347 -1%
Bank of America
3
Bank of America
North Carolina
$55.5M 626,404 +7,749 +1%
UBS Group
4
UBS Group
Switzerland
$36.7M 414,520 +10,774 +3%
GC
5
Gratus Capital
Georgia
$28.5M 321,959 +12,169 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$27.3M 307,912 -5,328 -2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$27M 304,785 +10,067 +3%
MIH
8
Meitav Investment House
Israel
$26.7M 303,394 – –
LPL Financial
9
LPL Financial
California
$25.8M 290,843 -7,453 -2%
Wells Fargo
10
Wells Fargo
California
$18.4M 207,912 -1,300 -0.6%
SIA
11
Soltis Investment Advisors
Utah
$18.2M 205,418 +22,917 +13%
WAM
12
WNY Asset Management
New York
$16.3M 184,202 +58,831 +47%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.1M 181,920 – –
RJA
14
Raymond James & Associates
Florida
$13.7M 155,124 +13,031 +9%
B
15
Bridgeworth
Alabama
$13.2M 149,599 +697 +0.5%
CAN
16
Cetera Advisor Networks
California
$11.2M 126,374 -5,506 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.9M 123,579 +8,567 +7%
DADC
18
D.A. Davidson & Co
Montana
$9.73M 109,838 +921 +0.8%
Osaic Holdings
19
Osaic Holdings
Arizona
$9.69M 109,372 +4,591 +4%
V
20
Veritable
Delaware
$9.39M 106,002 – –
TCBWMS
21
Texas Capital Bank Wealth Management Services
Texas
$9.23M 104,217 -2,171 -2%
ONB
22
Old National Bancorp
Indiana
$8.61M 97,209 +25,189 +35%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.97M 90,040 -33,943 -27%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$7.43M 83,927 +422 +0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.22M 70,262 +2,751 +4%
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