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Vanguard S&P Mid-Cap 400 ETF

198 hedge funds and large institutions have $704M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 15 closing their positions.

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
62
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$82.8M 980,000
Bank of America
2
Bank of America
North Carolina
$73.2M 866,210 +239,806 +38%
Morgan Stanley
3
Morgan Stanley
New York
$64.9M 767,386 -55,095 -7%
UBS Group
4
UBS Group
Switzerland
$35.8M 423,531 +9,011 +2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$26.7M 315,503 +10,718 +4%
LPL Financial
6
LPL Financial
California
$26.4M 312,140 +21,297 +7%
GC
7
Gratus Capital
Georgia
$25.9M 306,979 -14,980 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$22.8M 270,016 -37,896 -12%
MIH
9
Meitav Investment House
Israel
$20.6M 240,767 -62,627 -21%
SIA
10
Soltis Investment Advisors
Utah
$17.3M 204,094 -1,324 -0.6%
Wells Fargo
11
Wells Fargo
California
$16.6M 196,631 -11,281 -5%
WAM
12
WNY Asset Management
New York
$16.5M 194,896 +10,694 +6%
RJA
13
Raymond James & Associates
Florida
$13.4M 158,009 +2,885 +2%
B
14
Bridgeworth
Alabama
$12.1M 143,471 -6,128 -4%
CAN
15
Cetera Advisor Networks
California
$11.1M 131,883 +5,509 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.1M 131,007 +7,428 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$10.5M 124,104 +14,732 +13%
KHLMVGHM
18
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.1M 117,926 -63,994 -35%
DADC
19
D.A. Davidson & Co
Montana
$9.14M 108,108 -1,730 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.09M 107,501 +37,239 +53%
PFO
21
Pathstone Family Office
New Jersey
$8.9M 105,293 +105,293 New
TCBWMS
22
Texas Capital Bank Wealth Management Services
Texas
$8.55M 101,109 -3,108 -3%
ONB
23
Old National Bancorp
Indiana
$8.24M 97,439 +230 +0.2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$7.38M 87,296 +3,369 +4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.02M 71,229 +17,962 +34%