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

92 hedge funds and large institutions have $306M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
92
Holders Change
+18
Holders Change %
+24.32%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
28
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.2M
2
Mariner
2
Mariner
Kansas
$71.9M
3
RH
3
RFG Holdings
Texas
$5.48M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$5.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M

Top Sellers

1
AWM
1
Aberdeen Wealth Management
Illinois
$9.83M
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
AWM
3
Avior Wealth Management
Nebraska
$3.7M
4
RT
4
Rockland Trust
Massachusetts
$55.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$961K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.85M +$1.72K +22 +0.1%
LPL Financial
27
LPL Financial
California
$1.85M +$143K +1,828 +8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.71M +$441K +5,638 +35%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.29M +$291K +3,730 +29%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.26M +$40.5K +518 +3%
PA
31
PFG Advisors
Arizona
$1.07M -$28.6K -366 -3%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$998K +$998K +12,770 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$986K +$344K +4,408 +54%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$961K -$771K – –
PK
35
Pflug Koory
Nebraska
$893K – – –
KeyBank National Association
36
KeyBank National Association
Ohio
$872K +$496K +6,356 +132%
Creative Planning
37
Creative Planning
Kansas
$859K – – –
Truist Financial
38
Truist Financial
North Carolina
$793K -$640K -8,196 -45%
EWA
39
EP Wealth Advisors
California
$753K – – –
SI
40
Stephens Inc
Arkansas
$653K +$82.3K +1,054 +14%
FP
41
Factorial Partners
New York
$594K – – –
HI
42
Harbour Investments
Wisconsin
$568K +$568K +7,274 New
WHG
43
Westwood Holdings Group
Texas
$565K -$32.2K -412 -5%
RA
44
Rodgers & Associates
Pennsylvania
$482K – – –
CIBC World Market
45
CIBC World Market
Ontario, Canada
$479K -$132K -1,690 -22%
BCA
46
Biltmore Capital Advisors
New Jersey
$453K -$180K -2,308 -28%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$446K +$202K +2,582 +83%
BRWA
48
B. Riley Wealth Advisors
Florida
$431K +$6.26K +80 +1%
ADL
49
Asset Dedication LLC
California
$404K – – –
Bessemer Group
50
Bessemer Group
New Jersey
$391K +$391K +5,000 New
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