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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$111M 610,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$71M 390,353 +17,695 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.7M 201,452 +107,986 +116%
B
4
Bridgeworth
Alabama
$29.7M 163,185 +3,986 +3%
Bank of America
5
Bank of America
North Carolina
$28.1M 154,533 +26,575 +21%
UBS Group
6
UBS Group
Switzerland
$24.6M 135,046 +1,399 +1%
LPL Financial
7
LPL Financial
California
$22.4M 123,130 +10,589 +9%
KHLMVGHM
8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.6M 90,960 +3,939 +5%
Wells Fargo
9
Wells Fargo
California
$16M 88,153 -3,440 -4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$15.8M 86,847 +649 +0.8%
SI
11
Stephens Inc
Arkansas
$12.9M 70,772 -293 -0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.2M 67,174 -4,076 -6%
TCBWMS
13
Texas Capital Bank Wealth Management Services
Texas
$11.6M 63,564 -643 -1%
PVH
14
Psagot Value Holdings
Israel
$9.57M 52,568 +27,870 +113%
V
15
Veritable
Delaware
$9.21M 50,591 -2,414 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.31M 45,622 +11,784 +35%
RJA
17
Raymond James & Associates
Florida
$7.6M 41,777 +3,151 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.67M 36,637 -17,130 -32%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.99M 32,896 -1,208 -4%
Vanguard Group
20
Vanguard Group
Pennsylvania
$5.36M 29,447 +563 +2%
CIC
21
Cornercap Investment Counsel
Georgia
$4.93M 27,070 +318 +1%
PFM
22
Phillips Financial Management
Indiana
$4.43M 24,363 -264 -1%
GA
23
Gateway Advisory
New Jersey
$4.25M 23,323 +1,731 +8%
PAG
24
Private Advisor Group
New Jersey
$3.59M 19,713 +1,288 +7%
HAC
25
Harbor Advisory Corp
New Hampshire
$3.49M 19,169 – –
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