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

163 hedge funds and large institutions have $583M invested in Vanguard S&P Mid-Cap 400 ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
57
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.7M
2
PVH
2
Psagot Value Holdings
Israel
$9.57M
3
Bank of America
3
Bank of America
North Carolina
$28.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$71M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.67M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$803K
3
MHS
3
M Holdings Securities
Oregon
$0
4
BC
4
Bartlett & Co
Ohio
$1.11M
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$1.36M -$33.9K -372 -2%
KA
52
Klingman & Associates
New York
$1.35M – – –
MECA
53
Miller Equity Capital Advisors
Texas
$1.27M – – –
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.27M +$6.01K +66 +0.5%
CAL
55
Capital Analysts LLC
Pennsylvania
$1.2M +$416K +4,568 +53%
THWM
56
Taylor Hoffman Wealth Management
Virginia
$1.14M +$14.4K +158 +1%
BC
57
Bartlett & Co
Ohio
$1.11M -$1.28M -14,102 -54%
BCWM
58
Bartlett & Co Wealth Management
Ohio
$1.11M -$1.28M -14,102 -54%
CAN
59
Cetera Advisor Networks
California
$1.09M +$211K +2,318 +24%
SWA
60
Sax Wealth Advisors
New Jersey
$1.05M +$728 +8 +0.1%
KAS
61
Kestra Advisory Services
Texas
$1.02M +$1.09K +12 +0.1%
TI
62
Truepoint Inc
Ohio
$990K – – –
RWP
63
RWA Wealth Partners
Massachusetts
$923K -$5.46K -60 -0.6%
FNBOO
64
First National Bank of Omaha
Nebraska
$913K – – –
RDFA
65
Ritter Daniher Financial Advisory
Ohio
$901K – – –
SN
66
Sittner & Nelson
Oregon
$899K -$9.1K -100 -1%
ISB
67
Iowa State Bank
Iowa
$890K -$8.19K -90 -0.9%
RRC
68
Relaxing Retirement Coach
Massachusetts
$848K – – –
SFA
69
Source Financial Advisors
New York
$833K -$92.7K -1,018 -10%
NFG
70
Next Financial Group
Texas
$817K -$51K -560 -6%
RWMH
71
Riverpoint Wealth Management Holdings
Illinois
$817K +$21.8K +240 +3%
SFS
72
Summit Financial Strategies
Ohio
$805K +$805K +8,842 New
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$803K -$1.78M -19,554 -69%
MCWS
74
McKinley Carter Wealth Services
West Virginia
$724K -$57.5K -632 -7%
FHA
75
Flagship Harbor Advisors
Massachusetts
$690K +$12.9K +142 +2%
1 2
3
4 5