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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.2M
2
Bank of America
2
Bank of America
North Carolina
$22.7M
3
RJA
3
Raymond James & Associates
Florida
$5.45M
4
LPL Financial
4
LPL Financial
California
$7.33M
5
LFS
5
Lutz Financial Services
Nebraska
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$76.5M 842,379 -5,976 -0.7%
RT
2
Rockland Trust
Massachusetts
$72.3M 795,874 -5,060 -0.6%
Bank of America
3
Bank of America
North Carolina
$22.7M 250,232 -132,123 -35%
Morgan Stanley
4
Morgan Stanley
New York
$21.2M 233,786 -205,516 -47%
SCM
5
Stordahl Capital Management
Colorado
$15M 165,486 +7,490 +5%
OWA
6
Octavia Wealth Advisors
Ohio
$14.6M 160,410 +160,410 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.9M 152,909 -2,972 -2%
Wells Fargo
8
Wells Fargo
California
$13.1M 144,034 +24,888 +21%
LFS
9
Lutz Financial Services
Nebraska
$11.5M 126,368 -7,614 -6%
AWM
10
Aberdeen Wealth Management
Illinois
$11.4M 125,504 – –
UBS Group
11
UBS Group
Switzerland
$9.92M 109,302 +671 +0.6%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$8.5M 93,617 -5,506 -6%
LPL Financial
13
LPL Financial
California
$7.33M 80,728 -9,313 -10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.92M 76,240 +4,547 +6%
KAS
15
Kestra Advisory Services
Texas
$6.79M 74,832 -1,968 -3%
RJA
16
Raymond James & Associates
Florida
$5.45M 60,002 -11,546 -16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.52M 49,737 +15,870 +47%
SC
18
Savant Capital
Illinois
$4.38M 48,222 -6,061 -11%
HI
19
Harbour Investments
Wisconsin
$3.53M 38,899 +2,200 +6%
GA
20
Gateway Advisory
New Jersey
$3.27M 36,009 +501 +1%
Franklin Resources
21
Franklin Resources
California
$2.61M 28,700 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.47M 27,216 +18,875 +226%
Citadel Advisors
23
Citadel Advisors
Florida
$2.42M 26,704 +11,232 +73%
Truist Financial
24
Truist Financial
North Carolina
$2.21M 24,384 +7,985 +49%
MMA
25
Miracle Mile Advisors
California
$2.19M 24,126 – –
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