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

99 hedge funds and large institutions have $319M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
24
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.52M
2
Ameriprise
2
Ameriprise
Minnesota
$1.93M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$1.59M
4
LPL Financial
4
LPL Financial
California
$7.05M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.84M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.3M
2
DADC
2
D.A. Davidson & Co
Montana
$641K
3
SPIA
3
Steward Partners Investment Advisory
New York
$157K
4
NA
4
NewEdge Advisors
Louisiana
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$72.2M 470,666 -7,384 -2%
RT
2
Rockland Trust
Massachusetts
$58.7M 382,478 -1,651 -0.4%
Bank of America
3
Bank of America
North Carolina
$29.5M 192,452 -8,296 -4%
Morgan Stanley
4
Morgan Stanley
New York
$17.1M 111,463 +1,749 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.1M 92,205 -14,716 -14%
SCM
6
Stordahl Capital Management
Colorado
$12M 78,244 +67 +0.1%
RJA
7
Raymond James & Associates
Florida
$11.2M 72,715 -4,298 -6%
LFS
8
Lutz Financial Services
Nebraska
$10.9M 71,133 -1,945 -3%
UBS Group
9
UBS Group
Switzerland
$10.1M 65,815 +391 +0.6%
AWM
10
Aberdeen Wealth Management
Illinois
$9.68M 63,103 +87 +0.1%
LPL Financial
11
LPL Financial
California
$7.05M 45,977 +4,364 +10%
KAS
12
Kestra Advisory Services
Texas
$6.24M 40,648 -1,023 -2%
RRC
13
Relaxing Retirement Coach
Massachusetts
$4.52M 29,457 -68 -0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.52M 22,925 +10,601 +86%
Wells Fargo
15
Wells Fargo
California
$3.15M 20,554 +58 +0.3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.83M 18,458 -131 -0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$2.59M 16,880 +1,929 +13%
HI
18
Harbour Investments
Wisconsin
$2.48M 16,152 +908 +6%
MMA
19
Miracle Mile Advisors
California
$2.42M 15,764 +266 +2%
Franklin Resources
20
Franklin Resources
California
$2.2M 14,350 – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.97M 12,867 -4,259 -25%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.96M 12,777 -3,837 -23%
Ameriprise
23
Ameriprise
Minnesota
$1.93M 12,606 +5,252 +71%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.84M 11,995 +3,734 +45%
AWM
25
Avior Wealth Management
Nebraska
$1.75M 11,393 -528 -4%
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