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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$566K 6,469 -3,900 -38%
SRC
52
Shufro Rose & Co
New York
$548K 6,260 – –
HA
53
Hanover Advisors
South Carolina
$527K 6,021 -1,838 -23%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$514K 5,864 – –
RWA
55
Redhawk Wealth Advisors
Minnesota
$488K 5,575 +206 +4%
MFWP
56
Mosaic Family Wealth Partners
Missouri
$438K 5,002 – –
EWA
57
EP Wealth Advisors
California
$421K 4,808 – –
VA
58
Valmark Advisers
Ohio
$420K 4,797 – –
SWM
59
Spire Wealth Management
Virginia
$418K 4,769 – –
RA
60
Rodgers & Associates
Pennsylvania
$395K 4,506 -50 -1%
BIA
61
BHK Investment Advisors
Alabama
$385K 4,400 – –
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$371K 4,234 -32 -0.8%
LFAS
63
Level Four Advisory Services
Texas
$362K 4,134 -60 -1%
AWS
64
Atria Wealth Solutions
New York
$358K 4,083 +133 +3%
MCM
65
Manchester Capital Management
Vermont
$349K 3,988 – –
DWM
66
Diversify Wealth Management
Utah
$349K 4,000 +4,000 New
TRIA
67
Trail Ridge Investment Advisors
Colorado
$346K 3,947 -822 -17%
IWM
68
IHT Wealth Management
Illinois
$336K 3,838 – –
HPC
69
Hobart Private Capital
North Carolina
$329K 3,756 +3,756 New
HF
70
Halpern Financial
Virginia
$323K 3,691 +1,943 +111%
W
71
Wealthquest
Ohio
$309K 3,530 – –
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
$305K 3,481 -49 -1%
ANTB
73
AMG National Trust Bank
Colorado
$305K 3,480 – –
TRCT
74
Tower Research Capital (TRC)
New York
$293K 3,345 -1,112 -25%
FTS
75
Fifth Third Securities
Ohio
$279K 3,191 +340 +12%
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3
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