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

122 hedge funds and large institutions have $374M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
27
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$9.24M
2
P
2
&Partners
Tennessee
$1.79M
3
Bank of America
3
Bank of America
North Carolina
$23.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.8M
5
OC
5
Oppenheimer & Co
New York
$674K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.06M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$616K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.7M
5
RJA
5
Raymond James & Associates
Florida
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$74.2M 847,833 +5,454 +0.6%
RT
2
Rockland Trust
Massachusetts
$70M 799,804 +3,930 +0.5%
Bank of America
3
Bank of America
North Carolina
$23.7M 270,182 +19,950 +8%
Morgan Stanley
4
Morgan Stanley
New York
$21.8M 249,118 +15,332 +7%
SCM
5
Stordahl Capital Management
Colorado
$15M 171,203 +5,717 +3%
OWA
6
Octavia Wealth Advisors
Ohio
$14.7M 167,682 +7,272 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.7M 145,276 -7,633 -5%
LFS
8
Lutz Financial Services
Nebraska
$11M 125,074 -1,294 -1%
AWM
9
Aberdeen Wealth Management
Illinois
$10.9M 125,028 -476 -0.4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$9.24M 105,556 +29,316 +38%
UBS Group
11
UBS Group
Switzerland
$9.11M 104,009 -5,293 -5%
Wells Fargo
12
Wells Fargo
California
$9.06M 103,487 -40,547 -28%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$7.85M 89,622 -3,995 -4%
LPL Financial
14
LPL Financial
California
$7.06M 80,599 -129 -0.2%
KAS
15
Kestra Advisory Services
Texas
$6.47M 75,154 +322 +0.4%
RJA
16
Raymond James & Associates
Florida
$4.77M 54,514 -5,488 -9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.68M 53,451 +3,714 +7%
SC
18
Savant Capital
Illinois
$4.04M 46,088 -2,134 -4%
HI
19
Harbour Investments
Wisconsin
$3.58M 40,825 +1,926 +5%
GA
20
Gateway Advisory
New Jersey
$3.27M 37,389 +1,380 +4%
Franklin Resources
21
Franklin Resources
California
$2.51M 28,700 – –
Truist Financial
22
Truist Financial
North Carolina
$2.15M 24,529 +145 +0.6%
MMA
23
Miracle Mile Advisors
California
$2.11M 24,124 -2 -0%
PAG
24
Private Advisor Group
New Jersey
$1.91M 21,762 -1,002 -4%
P
25
&Partners
Tennessee
$1.79M 20,438 +20,438 New
1
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