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

102 hedge funds and large institutions have $334M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
102
Holders Change
-3
Holders Change %
-2.86%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
27
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
Ramiah Investment Group
Wisconsin
$19.6M
2
HI
2
Harbour Investments
Wisconsin
$2.2M
3
Mariner
3
Mariner
Kansas
$68.5M
4
RT
4
Rockland Trust
Massachusetts
$54.3M
5
MA
5
Mutual Advisors
Nebraska
$1.68M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
Bank of America
3
Bank of America
North Carolina
$27.1M
4
PFM
4
Phillips Financial Management
Indiana
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$68.5M 473,864 +14,777 +3%
RT
2
Rockland Trust
Massachusetts
$54.3M 375,417 +12,806 +4%
Bank of America
3
Bank of America
North Carolina
$27.1M 187,588 -14,764 -7%
RIG
4
Ramiah Investment Group
Wisconsin
$19.6M 135,573 +135,573 New
Morgan Stanley
5
Morgan Stanley
New York
$16.3M 112,792 +821 +0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.4M 106,769 +3,184 +3%
SCM
7
Stordahl Capital Management
Colorado
$11.2M 77,644 +1,394 +2%
RJA
8
Raymond James & Associates
Florida
$11.1M 76,503 +145 +0.2%
LFS
9
Lutz Financial Services
Nebraska
$10.7M 73,768 -6 -0%
AWM
10
Aberdeen Wealth Management
Illinois
$9.1M 62,983 -120 -0.2%
UBS Group
11
UBS Group
Switzerland
$7.76M 53,672 -1,997 -4%
3F
12
360 Financial
Minnesota
$6.59M 43,561 +919 +2%
KAS
13
Kestra Advisory Services
Texas
$6.5M 44,941 -494 -1%
LPL Financial
14
LPL Financial
California
$5.88M 40,709 +6,649 +20%
RRC
15
Relaxing Retirement Coach
Massachusetts
$4.43M 30,644 -406 -1%
Wells Fargo
16
Wells Fargo
California
$3.68M 25,480 -2,044 -7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.24M 22,408 +2,083 +10%
DADC
18
D.A. Davidson & Co
Montana
$3.24M 22,382 +317 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.48M 17,146 -2,667 -13%
NA
20
NewEdge Advisors
Louisiana
$2.47M 17,092 +4,407 +35%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.32M 16,069 -2,226 -12%
PAG
22
Private Advisor Group
New Jersey
$2.26M 15,660 -3,919 -20%
MMA
23
Miracle Mile Advisors
California
$2.24M 15,510 -42 -0.3%
HI
24
Harbour Investments
Wisconsin
$2.2M 15,244 +15,244 New
SPIA
25
Steward Partners Investment Advisory
New York
$2.09M 14,464 -421 -3%
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