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

249 hedge funds and large institutions have $994M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
249
Holders Change
+17
Holders Change %
+7.33%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
33
Increased
83
Reduced
60
Closed
13
Calls
$370K
Puts
–
Net Calls
+$370K
Net Calls Change
+$370K

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$12.7M
2
FF
2
Francis Financial
$14.4M
3
Bank of America
3
Bank of America
North Carolina
$131M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$44.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.8M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$18.2M
2
WAM
2
WNY Asset Management
New York
$14.2M
3
1IA
3
1834 Investment Advisors
Wisconsin
$2.5M
4
TCBWMS
4
Texas Capital Bank Wealth Management Services
Texas
$6.9M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$131M 1,238,439 +62,016 +5%
Morgan Stanley
2
Morgan Stanley
New York
$106M 1,008,175 +23,256 +2%
LMIM
3
Lockheed Martin Investment Management
Maryland
$95.1M 900,000 – –
UBS Group
4
UBS Group
Switzerland
$64.6M 611,854 +41,631 +7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.3M 419,560 +51,467 +14%
LPL Financial
6
LPL Financial
California
$32.6M 308,746 -4,856 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$28M 265,096 +5,893 +2%
RJA
8
Raymond James & Associates
Florida
$20.3M 192,080 +13,456 +8%
Wells Fargo
9
Wells Fargo
California
$19.9M 188,629 +14,398 +8%
SIA
10
Soltis Investment Advisors
Utah
$18.2M 172,497 -61,028 -26%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17M 161,044 +3,250 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.6M 147,820 -4,324 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.8M 140,061 -4,143 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$14.8M 139,737 +51,039 +58%
FF
15
Francis Financial
$14.4M 136,608 +65,072 +91%
WAM
16
WNY Asset Management
New York
$14.2M 134,142 -49,737 -27%
ST
17
Sentinel Trust
Texas
$13.4M 126,900 +29,800 +31%
ONB
18
Old National Bancorp
Indiana
$13.1M 124,156 +3,214 +3%
HFS
19
Hantz Financial Services
Michigan
$12.7M 120,564 +120,420 +83,625%
SC
20
Savant Capital
Illinois
$12.6M 119,607 -10,135 -8%
DADC
21
D.A. Davidson & Co
Montana
$10.7M 100,879 +2,478 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$10.6M 100,428 +11,276 +13%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$9.8M 92,770 +612 +0.7%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$9.61M 90,951 -3,330 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$8.42M 79,673 -1,026 -1%
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