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

130 hedge funds and large institutions have $275M invested in Vanguard S&P Mid-Cap 400 ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
35
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIC
1
Cornercap Investment Counsel
Georgia
$3.84M
2
VF
2
Virtu Financial
New York
$2.29M
3
Jane Street
3
Jane Street
New York
$2.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.07M
5
CS
5
Credit Suisse
Switzerland
$1.05M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$12.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.33M
4
RJA
4
Raymond James & Associates
Florida
$3.08M
5
Morgan Stanley
5
Morgan Stanley
New York
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MHIC
51
Marble Harbor Investment Counsel
Massachusetts
$947K 7,540 +1,000 +15%
MECA
52
Miller Equity Capital Advisors
Texas
$874K 6,960 – –
FAB
53
First American Bank
Illinois
$827K 6,591 +3,212 +95%
THWM
54
Taylor Hoffman Wealth Management
Virginia
$710K 5,655 -310 -5%
KAS
55
Kestra Advisory Services
Texas
$710K 89 +89 New
ISB
56
Iowa State Bank
Iowa
$666K 5,302 -954 -15%
FNBOO
57
First National Bank of Omaha
Nebraska
$650K 5,174 -385 -7%
RWP
58
RWA Wealth Partners
Massachusetts
$623K 4,961 – –
CAN
59
Cetera Advisor Networks
California
$622K 4,956 +892 +22%
RWRC
60
R.W. Roge & Company
New York
$546K 4,025 -420 -9%
LFG
61
LifePlan Financial Group
Ohio
$539K 4,295 – –
Stifel Financial
62
Stifel Financial
Missouri
$537K 4,279 +348 +9%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$532K 4,185 -3,046 -42%
SFS
64
Summit Financial Strategies
Ohio
$528K 4,207 -41 -1%
NFG
65
Next Financial Group
Texas
$518K 4,130 +4,130 New
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$508K 4,042 +20 +0.5%
FHA
67
Flagship Harbor Advisors
Massachusetts
$470K 3,750 – –
RWMH
68
Riverpoint Wealth Management Holdings
Illinois
$450K 3,585 +1,291 +56%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$358K 2,859 -256 -8%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$356K 2,838 +2,838 New
IWM
71
IHT Wealth Management
Illinois
$347K 2,763 -1,749 -39%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$346K 2,758 – –
UCFA
73
United Capital Financial Advisors
Texas
$345K 2,749 +163 +6%
IF
74
IRON Financial
Illinois
$325K 2,592 +7 +0.3%
AF
75
Affiance Financial
Minnesota
$321K 2,557 +482 +23%
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3
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