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

74 hedge funds and large institutions have $225M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
14
Increased
25
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$55.3M
2
Bank of America
2
Bank of America
North Carolina
$14.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.12M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.76M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.55M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$842K
2
RRC
2
Relaxing Retirement Coach
Massachusetts
$4.53M
3
Ameriprise
3
Ameriprise
Minnesota
$820K
4
Citadel Advisors
4
Citadel Advisors
Florida
$456K
5
CIC
5
Cornercap Investment Counsel
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$926K -$68.3K -1,038 -7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$842K -$5.25M -79,698 -86%
Ameriprise
28
Ameriprise
Minnesota
$820K -$2.9M -44,020 -78%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$771K -$566K – –
PK
30
Pflug Koory
Nebraska
$752K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$733K +$122K +1,852 +20%
Creative Planning
32
Creative Planning
Kansas
$724K +$9.35K +142 +1%
EWA
33
EP Wealth Advisors
California
$634K +$634K +9,636 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$540K +$224K +3,412 +71%
BCA
35
Biltmore Capital Advisors
New Jersey
$534K -$146K -2,210 -21%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$515K – – –
WHG
37
Westwood Holdings Group
Texas
$503K +$503K +7,644 New
FP
38
Factorial Partners
New York
$500K – – –
SI
39
Stephens Inc
Arkansas
$481K +$117K +1,782 +32%
Citadel Advisors
40
Citadel Advisors
Florida
$456K -$2.23M -33,794 -83%
RA
41
Rodgers & Associates
Pennsylvania
$406K +$406K +6,170 New
BRWA
42
B. Riley Wealth Advisors
Florida
$358K -$298K -4,522 -45%
ADL
43
Asset Dedication LLC
California
$341K -$36.3K -550 -10%
IFWM
44
Institute for Wealth Management
Colorado
$336K +$336K +5,100 New
DADC
45
D.A. Davidson & Co
Montana
$321K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$317K -$33.7K -512 -10%
KeyBank National Association
47
KeyBank National Association
Ohio
$317K +$317K +4,808 New
BIA
48
BHK Investment Advisors
Alabama
$290K – – –
HF
49
Halpern Financial
Virginia
$261K -$263K -4,000 -50%
RFA
50
Reilly Financial Advisors
California
$219K +$219K +3,334 New
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2
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