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

221 hedge funds and large institutions have $964M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.24%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
75
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$209M
2
Bank of America
2
Bank of America
North Carolina
$94.1M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$9.85M
4
Northern Trust
4
Northern Trust
Illinois
$6.25M
5
RP
5
Raelipskie Partnership
Ontario, Canada
$5.54M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$19.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$4.76M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.07M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$209M 2,220,406 +1,453,020 +189%
Bank of America
2
Bank of America
North Carolina
$94.1M 1,001,379 +135,169 +16%
LMIM
3
Lockheed Martin Investment Management
Maryland
$92.1M 980,000 – –
UBS Group
4
UBS Group
Switzerland
$41M 436,659 +13,128 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$32.1M 341,239 +25,736 +8%
LPL Financial
6
LPL Financial
California
$29.1M 309,768 -2,372 -0.8%
GC
7
Gratus Capital
Georgia
$28.8M 306,217 -762 -0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.8M 253,179 -16,837 -6%
SIA
9
Soltis Investment Advisors
Utah
$19.2M 204,136 +42 +0%
MIH
10
Meitav Investment House
Israel
$19.1M 202,840 -37,927 -16%
WAM
11
WNY Asset Management
New York
$18.4M 195,327 +431 +0.2%
Wells Fargo
12
Wells Fargo
California
$17.7M 188,773 -7,858 -4%
RJA
13
Raymond James & Associates
Florida
$14.9M 158,596 +587 +0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.1M 150,045 +42,544 +40%
B
15
Bridgeworth
Alabama
$13.3M 141,168 -2,303 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$13M 137,825 +6,818 +5%
CAN
17
Cetera Advisor Networks
California
$11.6M 123,298 -8,585 -7%
KHLMVGHM
18
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.1M 117,926 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$10.1M 106,955 -17,149 -14%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$9.85M 104,842 +104,842 New
ONB
21
Old National Bancorp
Indiana
$9.58M 101,953 +4,514 +5%
DADC
22
D.A. Davidson & Co
Montana
$8.97M 95,434 -12,674 -12%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$8.9M 94,669 +7,373 +8%
TCBWMS
24
Texas Capital Bank Wealth Management Services
Texas
$8.59M 91,422 -9,687 -10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.2M 76,638 +5,409 +8%
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