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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 %
SSB
101
Sandy Spring Bank
Maryland
$42K 480 +480 New
NFSG
102
Newbridge Financial Services Group
Florida
$38.9K 444 +444 New
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$34.3K 392 – –
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$32.8K 375 – –
SPIA
105
Steward Partners Investment Advisory
New York
$32.4K 370 +44 +13%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.7K 328 – –
BCWM
107
Bartlett & Co Wealth Management
Ohio
$23.5K 268 +100 +60%
GRP
108
Global Retirement Partners
California
$22.6K 258 – –
CIA
109
Cape Investment Advisory
Georgia
$19.8K 226 – –
GWM
110
Geneos Wealth Management
Colorado
$19.6K 224 – –
CFD
111
Creative Financial Designs
Indiana
$18.2K 208 – –
MG
112
Mather Group
Illinois
$15.1K 166 -119 -42%
NS
113
NBC Securities
Alabama
$15K 178 – –
AIM
114
Anchor Investment Management
South Carolina
$12.1K 138 – –
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$6.48K 74 – –
PB
116
Pinnacle Bancorp
Nebraska
$6.22K 71 -5 -7%
PPA
117
Painted Porch Advisors
California
$5.44K 62 +62 New
LFG
118
Larson Financial Group
Missouri
$2.1K 24 – –
CJH
119
Christopher J. Hasenberg
Wisconsin
$1.93K 22 – –
CFO
120
CVA Family Office
Colorado
$1.93K 22 – –
S
121
SignatureFD
Georgia
$1.23K 14 – –
SWA
122
SOA Wealth Advisors
New York
$788 9 – –
Citadel Advisors
123
Citadel Advisors
Florida
– – -26,704 Closed
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
– – -3,217 Closed
Fisher Asset Management
125
Fisher Asset Management
Washington
– – -3,197 Closed
2 3 4
5
6