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

107 hedge funds and large institutions have $319M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
34
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$4.39M
2
Bank of America
2
Bank of America
North Carolina
$30.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.45M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.26M
5
Comerica Bank
5
Comerica Bank
Texas
$920K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
RJA
3
Raymond James & Associates
Florida
$6.58M
4
Mariner
4
Mariner
Kansas
$66.8M
5
PK
5
Pflug Koory
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.45M +$1.45M +18,576 New
KeyBank National Association
27
KeyBank National Association
Ohio
$1.43M +$151K +1,934 +12%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.36M -$11.8K -151 -0.9%
Creative Planning
29
Creative Planning
Kansas
$1.35M +$254K +3,264 +23%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.34M +$23K +295 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$1.26M +16,167 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.22M -$481K -6,171 -28%
Truist Financial
33
Truist Financial
North Carolina
$1.16M +$159K +2,037 +16%
Ameriprise
34
Ameriprise
Minnesota
$1.07M – – –
PFM
35
Phillips Financial Management
Indiana
$1.06M +$51.6K +662 +5%
PA
36
PFG Advisors
Arizona
$993K -$10.4K -133 -1%
Osaic Holdings
37
Osaic Holdings
Arizona
$936K -$148K -1,899 -14%
Comerica Bank
38
Comerica Bank
Texas
$920K +$920K +11,806 New
HIG
39
Heritage Investment Group
Florida
$899K – – –
DADC
40
D.A. Davidson & Co
Montana
$696K – – –
Stifel Financial
41
Stifel Financial
Missouri
$689K -$62.3K -800 -8%
HIS
42
Horizon Investment Services
Indiana
$670K +$81.7K +1,048 +14%
MFG
43
Merit Financial Group
Georgia
$618K -$2.03K -26 -0.3%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$580K +$97.4K +1,250 +20%
FP
45
Factorial Partners
New York
$545K – – –
CIBC World Market
46
CIBC World Market
Ontario, Canada
$543K -$29.6K -380 -5%
CFG
47
Cooper Financial Group
California
$483K +$483K +6,203 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$452K – – –
RA
49
Rodgers & Associates
Pennsylvania
$398K – – –
MFWP
50
Mosaic Family Wealth Partners
Missouri
$387K – – –
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