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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 %
FTS
51
Fifth Third Securities
Ohio
$317K -$79.2K -1,032 -20%
AWS
52
Atria Wealth Solutions
New York
$315K -$1.23K -16 -0.4%
FW
53
FirstPurpose Wealth
Utah
$307K – – –
MCM
54
Manchester Capital Management
Vermont
$306K – – –
ADL
55
Asset Dedication LLC
California
$303K – – –
ANTB
56
AMG National Trust Bank
Colorado
$298K – – –
3F
57
360 Financial
Minnesota
$294K – – –
IWM
58
IHT Wealth Management
Illinois
$291K -$4.6K -60 -2%
VA
59
Valmark Advisers
Ohio
$275K +$275K +3,584 New
W
60
Wealthquest
Ohio
$271K – – –
SWM
61
Spire Wealth Management
Virginia
$267K – – –
CS
62
Comerica Securities
Michigan
$260K – – –
Citigroup
63
Citigroup
New York
$255K – – –
MWM
64
Meridian Wealth Management
Kentucky
$252K +$12.1K +158 +5%
Northern Trust
65
Northern Trust
Illinois
$244K – – –
JIR
66
James Investment Research
Ohio
$238K +$46.3K +604 +24%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$229K – – –
WWM
68
Western Wealth Management
Colorado
$217K -$235K -3,064 -52%
IA
69
IFG Advisors
Missouri
$212K +$212K +2,770 New
KFI
70
Key Financial Inc
Pennsylvania
$161K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$157K -$2.38M -31,074 -94%
GT
72
Glenmede Trust
Pennsylvania
$150K – – –
HF
73
Halpern Financial
Virginia
$139K – – –
HDIM
74
Hanson & Doremus Investment Management
Vermont
$115K – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$105K – – –
1 2
3
4 5