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

137 hedge funds and large institutions have $411M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
137
Holders Change
+15
Holders Change %
+12.3%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
23
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$2.83M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.97M
3
VF
3
Virtu Financial
New York
$1.72M
4
P
4
&Partners
Tennessee
$3.3M
5
LPL Financial
5
LPL Financial
California
$8.71M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$435K
2
Wells Fargo
2
Wells Fargo
California
$7.81M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.92M
5
Mariner
5
Mariner
Kansas
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$80.3M 838,489 -9,344 -1%
RT
2
Rockland Trust
Massachusetts
$77M 804,681 +4,877 +0.6%
Bank of America
3
Bank of America
North Carolina
$26.2M 274,064 +3,882 +1%
Morgan Stanley
4
Morgan Stanley
New York
$23.2M 242,664 -6,454 -3%
OWA
5
Octavia Wealth Advisors
Ohio
$17M 177,407 +9,725 +6%
SCM
6
Stordahl Capital Management
Colorado
$16.1M 170,308 -895 -0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.7M 143,211 -2,065 -1%
AWM
8
Aberdeen Wealth Management
Illinois
$11.8M 123,208 -1,820 -1%
LFS
9
Lutz Financial Services
Nebraska
$11.8M 122,795 -2,279 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11M 115,248 +9,692 +9%
UBS Group
11
UBS Group
Switzerland
$10.3M 107,429 +3,420 +3%
LPL Financial
12
LPL Financial
California
$8.71M 90,983 +10,384 +13%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$8.58M 89,605 -17 -0%
Wells Fargo
14
Wells Fargo
California
$7.81M 81,608 -21,879 -21%
KAS
15
Kestra Advisory Services
Texas
$6.97M 72,836 -2,318 -3%
RJA
16
Raymond James & Associates
Florida
$4.87M 50,909 -3,605 -7%
SC
17
Savant Capital
Illinois
$4.24M 44,269 -1,819 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.92M 40,941 -12,510 -23%
GA
19
Gateway Advisory
New Jersey
$3.61M 37,694 +305 +0.8%
P
20
&Partners
Tennessee
$3.3M 34,513 +14,075 +69%
EWA
21
EP Wealth Advisors
California
$2.83M 29,511 +24,703 +514%
Franklin Resources
22
Franklin Resources
California
$2.79M 28,720 +20 +0.1%
Truist Financial
23
Truist Financial
North Carolina
$2.65M 27,647 +3,118 +13%
MMA
24
Miracle Mile Advisors
California
$2.31M 24,124 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.19M 22,852 +6,679 +41%
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