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

146 hedge funds and large institutions have $413M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
37
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$4.27M
2
AF
2
Allworth Financial
California
$3.82M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.28M
5
Stifel Financial
5
Stifel Financial
Missouri
$969K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VF
2
Virtu Financial
New York
$246K
3
Mariner
3
Mariner
Kansas
$78.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$22M
5
PFM
5
Phillips Financial Management
Indiana
$273K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.93M -$138K -1,441 -7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.76M -$7.36K -77 -0.4%
AWM
28
Avior Wealth Management
Nebraska
$1.67M -$2.48K -26 -0.1%
AFTS
29
American Financial & Tax Strategies
New York
$1.42M -$9.84K -103 -0.7%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.3M +$566K +5,928 +77%
PA
31
PFG Advisors
Arizona
$1.3M -$14.5K -152 -1%
IAA
32
Independent Advisor Alliance
North Carolina
$1.28M +$1.28M +13,397 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.21M -$87.2K -912 -7%
Ameriprise
34
Ameriprise
Minnesota
$1.21M -$8.6K -90 -0.7%
MGIA
35
Moneta Group Investment Advisors
Missouri
$1.15M -$7.64K -80 -0.7%
KeyBank National Association
36
KeyBank National Association
Ohio
$989K -$9.84K -103 -1%
Stifel Financial
37
Stifel Financial
Missouri
$969K +$969K +10,143 New
Creative Planning
38
Creative Planning
Kansas
$954K -$5.07K -53 -0.5%
HIG
39
Heritage Investment Group
Florida
$915K – – –
OC
40
Oppenheimer & Co
New York
$857K +$37.2K +389 +5%
SIA
41
Spectrum Investment Advisors
Wisconsin
$843K +$54.4K +569 +7%
HIS
42
Horizon Investment Services
Indiana
$787K -$5.73K -60 -0.7%
MML Investors Services
43
MML Investors Services
Massachusetts
$755K -$949K -9,934 -56%
DADC
44
D.A. Davidson & Co
Montana
$748K -$4.49K -47 -0.6%
Osaic Holdings
45
Osaic Holdings
Arizona
$741K +$95.5K +999 +15%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$715K +$860 +9 +0.1%
FP
47
Factorial Partners
New York
$669K – – –
NW
48
Naviter Wealth
Arkansas
$655K +$655K +6,851 New
MFG
49
Merit Financial Group
Georgia
$648K -$47.2K -494 -7%
OFP
50
OFC Financial Planning
New Jersey
$594K +$594K +6,214 New
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