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

270 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
270
Holders Change
+21
Holders Change %
+8.43%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
44
Increased
91
Reduced
55
Closed
17
Calls
$359K
Puts
$21K
Net Calls
+$338K
Net Calls Change
-$32K

Top Buyers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$38.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$30.8M
3
AF
3
Allworth Financial
California
$18.4M
4
HFS
4
Hantz Financial Services
Michigan
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$78.7M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$240K
2
PF
2
Phoenix Financial
Israel
$4.96M
3
SIA
3
Soltis Investment Advisors
Utah
$16.5M
4
NCFG
4
New Century Financial Group
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$137M 1,299,749 +61,310 +5%
Morgan Stanley
2
Morgan Stanley
New York
$108M 1,024,565 +16,390 +2%
LMIM
3
Lockheed Martin Investment Management
Maryland
$95M 900,000 – –
UBS Group
4
UBS Group
Switzerland
$78.7M 745,633 +133,779 +22%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$48.4M 458,632 +39,072 +9%
MCIA
6
Mountain Capital Investment Advisors
Colorado
$38.3M 349,199 +349,199 New
LPL Financial
7
LPL Financial
California
$35.3M 334,295 +25,549 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$30.8M 291,814 +291,814 New
HFS
9
Hantz Financial Services
Michigan
$28.6M 271,525 +150,961 +125%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$26.8M 254,231 -10,865 -4%
Wells Fargo
11
Wells Fargo
California
$23.7M 224,943 +36,314 +19%
AF
12
Allworth Financial
California
$18.4M 166,149 +164,539 +10,220%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.9M 169,847 +8,803 +5%
FF
14
Francis Financial
$16.5M 156,625 +20,017 +15%
SIA
15
Soltis Investment Advisors
Utah
$16.5M 156,273 -16,224 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$15.6M 148,196 +8,135 +6%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$15.5M 147,357 +7,620 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$15.2M 143,705 -4,115 -3%
WAM
19
WNY Asset Management
New York
$14.6M 138,762 +4,620 +3%
ST
20
Sentinel Trust
Texas
$13.3M 126,100 -800 -0.6%
ONB
21
Old National Bancorp
Indiana
$13.2M 125,409 +1,253 +1%
SC
22
Savant Capital
Illinois
$12.3M 116,282 -3,325 -3%
CCA
23
Coign Capital Advisors
Utah
$11.6M 110,228 +110,228 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.9M 103,343 +2,915 +3%
DADC
25
D.A. Davidson & Co
Montana
$10.8M 102,531 +1,652 +2%
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