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

122 hedge funds and large institutions have $374M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
27
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$9.24M
2
P
2
&Partners
Tennessee
$1.79M
3
Bank of America
3
Bank of America
North Carolina
$23.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.8M
5
OC
5
Oppenheimer & Co
New York
$674K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.06M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$616K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.7M
5
RJA
5
Raymond James & Associates
Florida
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.64M 18,719 +125 +0.7%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.57M 17,908 +543 +3%
AWM
28
Avior Wealth Management
Nebraska
$1.54M 17,558 -38 -0.2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$1.42M 16,173 -2,375 -13%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.35M 15,371 +3,923 +34%
AFTS
31
American Financial & Tax Strategies
New York
$1.32M 15,035 -26 -0.2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.3M 14,886 +1,191 +9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.24M 14,161 +400 +3%
Ameriprise
34
Ameriprise
Minnesota
$1.21M 13,787 -644 -4%
PA
35
PFG Advisors
Arizona
$1.2M 13,692 +1,175 +9%
PFM
36
Phillips Financial Management
Indiana
$1.19M 13,558 – –
KeyBank National Association
37
KeyBank National Association
Ohio
$1.13M 12,851 -256 -2%
MGIA
38
Moneta Group Investment Advisors
Missouri
$1.07M 12,167 – –
Creative Planning
39
Creative Planning
Kansas
$950K 10,843 -3,013 -22%
HIG
40
Heritage Investment Group
Florida
$838K 9,572 – –
HIS
41
Horizon Investment Services
Indiana
$725K 8,281 -28 -0.3%
SIA
42
Spectrum Investment Advisors
Wisconsin
$693K 7,910 +365 +5%
DADC
43
D.A. Davidson & Co
Montana
$690K 7,880 – –
MFG
44
Merit Financial Group
Georgia
$682K 7,785 -27 -0.3%
OC
45
Oppenheimer & Co
New York
$674K 7,701 +7,701 New
AB
46
Atlas Brown
Kentucky
$657K 7,505 +7,505 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$654K 7,471 -8 -0.1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$616K 7,040 -20,176 -74%
FP
49
Factorial Partners
New York
$613K 7,000 – –
JIR
50
James Investment Research
Ohio
$568K 6,489 +736 +13%
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