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

99 hedge funds and large institutions have $319M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
24
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.52M
2
Ameriprise
2
Ameriprise
Minnesota
$1.93M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$1.59M
4
LPL Financial
4
LPL Financial
California
$7.05M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.84M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.3M
2
DADC
2
D.A. Davidson & Co
Montana
$641K
3
SPIA
3
Steward Partners Investment Advisory
New York
$157K
4
NA
4
NewEdge Advisors
Louisiana
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$1.62M -$52K -678 -3%
KeyBank National Association
27
KeyBank National Association
Ohio
$1.59M +$735K +9,586 +86%
PFM
28
Phillips Financial Management
Indiana
$1.46M +$114K +1,490 +9%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.38M +$137K +1,790 +11%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.3M -$3.36M -43,772 -72%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$1.23M +$58.6K +764 +5%
Creative Planning
32
Creative Planning
Kansas
$1.05M -$84.4K -1,100 -7%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.01M +$271K +3,536 +37%
PA
34
PFG Advisors
Arizona
$934K -$3.53K -46 -0.4%
HIG
35
Heritage Investment Group
Florida
$905K +$3.22K +42 +0.4%
PK
36
Pflug Koory
Nebraska
$876K – – –
Truist Financial
37
Truist Financial
North Carolina
$823K +$9.82K +128 +1%
Stifel Financial
38
Stifel Financial
Missouri
$740K +$34.8K +454 +5%
MFG
39
Merit Financial Group
Georgia
$646K -$56K -730 -8%
DADC
40
D.A. Davidson & Co
Montana
$641K -$2.86M -37,342 -82%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$611K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$568K – – –
FP
43
Factorial Partners
New York
$537K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$496K -$493K -6,424 -50%
ASN
45
Advisory Services Network
Georgia
$417K +$19K +248 +5%
EWA
46
EP Wealth Advisors
California
$417K +$417K +5,432 New
TRIA
47
Trail Ridge Investment Advisors
Colorado
$395K -$45.6K -594 -10%
MFWP
48
Mosaic Family Wealth Partners
Missouri
$393K +$393K +5,118 New
RA
49
Rodgers & Associates
Pennsylvania
$392K – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$323K -$34.9K -454 -10%
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