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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 %
HA
51
Hanover Advisors
South Carolina
$576K 6,021 – –
CIBC World Market
52
CIBC World Market
Ontario, Canada
$551K 5,754 -110 -2%
SRC
53
Shufro Rose & Co
New York
$548K 6,260 – –
RWA
54
Redhawk Wealth Advisors
Minnesota
$534K 5,575 – –
MFWP
55
Mosaic Family Wealth Partners
Missouri
$517K 5,404 +402 +8%
Corient Private Wealth
56
Corient Private Wealth
Florida
$465K 4,861 +4,861 New
VA
57
Valmark Advisers
Ohio
$459K 4,797 – –
SWM
58
Spire Wealth Management
Virginia
$457K 4,769 – –
HI
59
Harbour Investments
Wisconsin
$435K 4,546 -36,279 -89%
RA
60
Rodgers & Associates
Pennsylvania
$431K 4,506 – –
TRCT
61
Tower Research Capital (TRC)
New York
$426K 4,452 +1,107 +33%
SF
62
Synovus Financial
Georgia
$425K 4,440 +4,440 New
BIA
63
BHK Investment Advisors
Alabama
$421K 4,400 – –
MWM
64
Meridian Wealth Management
Kentucky
$419K 4,379 +4,379 New
AB
65
Atlas Brown
Kentucky
$412K 4,301 -3,204 -43%
AWS
66
Atria Wealth Solutions
New York
$391K 4,081 -2 -0%
MCM
67
Manchester Capital Management
Vermont
$382K 3,988 – –
GT
68
Glenview Trust
Kentucky
$370K 3,870 +3,870 New
TRIA
69
Trail Ridge Investment Advisors
Colorado
$368K 3,814 -133 -3%
IWM
70
IHT Wealth Management
Illinois
$367K 3,838 – –
LFAS
71
Level Four Advisory Services
Texas
$366K 3,827 -307 -7%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$366K 3,826 -408 -10%
HPC
73
Hobart Private Capital
North Carolina
$360K 3,756 – –
W
74
Wealthquest
Ohio
$335K 3,530 – –
ANTB
75
AMG National Trust Bank
Colorado
$333K 3,480 – –
1 2
3
4 5