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

146 hedge funds and large institutions have $413M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
37
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$4.27M
2
AF
2
Allworth Financial
California
$3.82M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.28M
5
Stifel Financial
5
Stifel Financial
Missouri
$969K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VF
2
Virtu Financial
New York
$246K
3
Mariner
3
Mariner
Kansas
$78.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$22M
5
PFM
5
Phillips Financial Management
Indiana
$273K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$37.5K – – –
Comerica Bank
127
Comerica Bank
Texas
$37.4K -$14.3K -150 -28%
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$36.4K +$574 +6 +2%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$28.1K – – –
AssetMark Inc
131
AssetMark Inc
California
$26.2K +$2.87K +30 +12%
BCWM
132
Bartlett & Co Wealth Management
Ohio
$25.6K – – –
CIA
133
Cape Investment Advisory
Georgia
$21.6K – – –
GWM
134
Geneos Wealth Management
Colorado
$21.4K – – –
CFD
135
Creative Financial Designs
Indiana
$19.9K – – –
SAM
136
Smartleaf Asset Management
Massachusetts
$19.7K +$19.7K +206 New
MG
137
Mather Group
Illinois
$15.9K – – –
AIM
138
Anchor Investment Management
South Carolina
$13.2K – – –
Russell Investments Group
139
Russell Investments Group
United Kingdom
$9.56K – – –
SS
140
SBI Securities
Japan
$8.12K +$8.12K +85 New
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$7.07K – – –
PPA
142
Painted Porch Advisors
California
$5.94K – – –
CFO
143
CVA Family Office
Colorado
$2.1K – – –
AWM
144
Accredited Wealth Management
Kentucky
$1.91K +$1.91K +20 New
S
145
SignatureFD
Georgia
$1.34K – – –
SWA
146
SOA Wealth Advisors
New York
$669 -$96 -1 -13%
Citadel Advisors
147
Citadel Advisors
Florida
– -$1.97M -20,624 Closed
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
– -$332K -3,466 Closed
SPWM
149
Schrum Private Wealth Management
Florida
– -$287K -3,000 Closed
Two Sigma Investments
150
Two Sigma Investments
New York
– -$211K -2,200 Closed
3 4 5
6
7