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

137 hedge funds and large institutions have $411M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
137
Holders Change
+15
Holders Change %
+12.3%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
23
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$2.83M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.97M
3
VF
3
Virtu Financial
New York
$1.72M
4
P
4
&Partners
Tennessee
$3.3M
5
LPL Financial
5
LPL Financial
California
$8.71M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$435K
2
Wells Fargo
2
Wells Fargo
California
$7.81M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.92M
5
Mariner
5
Mariner
Kansas
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$2.07M 21,589 -173 -0.8%
Citadel Advisors
27
Citadel Advisors
Florida
$1.97M 20,624 +20,624 New
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.77M 18,454 -265 -1%
VF
29
Virtu Financial
New York
$1.72M 17,924 +17,924 New
MML Investors Services
30
MML Investors Services
Massachusetts
$1.71M 17,840 -68 -0.4%
AWM
31
Avior Wealth Management
Nebraska
$1.68M 17,551 -7 -0%
AFTS
32
American Financial & Tax Strategies
New York
$1.44M 15,007 -28 -0.2%
PA
33
PFG Advisors
Arizona
$1.32M 13,741 +49 +0.4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.3M 13,607 -554 -4%
PFM
35
Phillips Financial Management
Indiana
$1.3M 13,558 – –
Ameriprise
36
Ameriprise
Minnesota
$1.22M 12,723 -1,064 -8%
MGIA
37
Moneta Group Investment Advisors
Missouri
$1.16M 12,167 – –
KeyBank National Association
38
KeyBank National Association
Ohio
$1M 10,449 -2,402 -19%
Creative Planning
39
Creative Planning
Kansas
$960K 10,032 -811 -7%
HIG
40
Heritage Investment Group
Florida
$916K 9,572 – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$908K 9,479 +2,439 +35%
OC
42
Oppenheimer & Co
New York
$822K 8,582 +881 +11%
HIS
43
Horizon Investment Services
Indiana
$794K 8,295 +14 +0.2%
SIA
44
Spectrum Investment Advisors
Wisconsin
$790K 8,257 +347 +4%
DADC
45
D.A. Davidson & Co
Montana
$754K 7,880 – –
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$737K 7,701 -7,185 -48%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$715K 7,471 – –
MFG
48
Merit Financial Group
Georgia
$697K 7,280 -505 -6%
FP
49
Factorial Partners
New York
$670K 7,000 – –
Osaic Holdings
50
Osaic Holdings
Arizona
$647K 6,755 +286 +4%
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