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

149 hedge funds and large institutions have $424M invested in Vanguard S&P Mid-Cap 400 ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
40
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$94.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.08M
3
Creative Planning
3
Creative Planning
Kansas
$2.73M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.7M
5
RJA
5
Raymond James & Associates
Florida
$5.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$705K
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$280K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$94.9M 610,000 +610,000 New
Morgan Stanley
2
Morgan Stanley
New York
$55.4M 356,462 -36,613 -9%
B
3
Bridgeworth
Alabama
$24.9M 160,234 -962 -0.6%
LPL Financial
4
LPL Financial
California
$16.7M 107,286 +3,394 +3%
Bank of America
5
Bank of America
North Carolina
$16.7M 107,067 -15,157 -12%
UBS Group
6
UBS Group
Switzerland
$15.3M 98,607 +6 +0%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.2M 91,168 +321 +0.4%
Wells Fargo
8
Wells Fargo
California
$13.9M 89,204 +1,280 +1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$13.4M 85,955 +22 +0%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$11.3M 72,804 -1,422 -2%
SI
11
Stephens Inc
Arkansas
$11M 71,005 -9,994 -12%
TCBWMS
12
Texas Capital Bank Wealth Management Services
Texas
$10.6M 68,071 -1,201 -2%
V
13
Veritable
Delaware
$8.37M 53,814 -516 -0.9%
RJA
14
Raymond James & Associates
Florida
$5.87M 37,731 +13,209 +54%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.34M 34,326 -2,936 -8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.72M 30,331 +1,583 +6%
Vanguard Group
17
Vanguard Group
Pennsylvania
$4.08M 26,250 +26,250 New
PFM
18
Phillips Financial Management
Indiana
$3.55M 22,845 +1,006 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.23M 20,793 -13,716 -40%
Creative Planning
20
Creative Planning
Kansas
$2.73M 17,533 +15,215 +656%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.7M 17,335 +14,476 +506%
PAG
22
Private Advisor Group
New Jersey
$2.7M 17,328 +691 +4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.62M 16,841 +9,137 +119%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.6M 16,703 +1,475 +10%
SLF
25
Sun Life Financial
Ontario, Canada
$2.59M 16,650 -12,577 -43%
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