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

123 hedge funds and large institutions have $388M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
26
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
Octavia Wealth Advisors
Ohio
$14.6M
2
Wells Fargo
Wells Fargo
California
$13.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.47M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.52M
5
Citadel Advisors
Citadel Advisors
Florida
$2.42M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$21.2M
2
Bank of America
Bank of America
North Carolina
$22.7M
3
RJA
Raymond James & Associates
Florida
$5.45M
4
LPL Financial
LPL Financial
California
$7.33M
5
LFS
Lutz Financial Services
Nebraska
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
126
Flow Traders U.S.
New York
– -$264K -3,024 Closed
ASN
127
Advisory Services Network
Georgia
– -$242K -2,773 Closed
BRWA
128
B. Riley Wealth Advisors
Florida
– -$238K -2,728 Closed
Stifel Financial
129
Stifel Financial
Missouri
– -$226K -2,594 Closed
EFS
130
Essex Financial Services
Connecticut
– -$220K -2,522 Closed
RIM
131
Rockbridge Investment Management
New York
– -$189K -2,171 Closed
CT
132
Cambridge Trust
Massachusetts
– -$5.23K -60 Closed
2 3 4 5
6