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

99 hedge funds and large institutions have $329M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
35
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3F
1
360 Financial
Minnesota
$4.44M
2
Bank of America
2
Bank of America
North Carolina
$27.6M
3
DADC
3
D.A. Davidson & Co
Montana
$3.1M
4
UBS Group
4
UBS Group
Switzerland
$7.69M
5
NA
5
NewEdge Advisors
Louisiana
$2.05M

Top Sellers

1
AWM
1
Aberdeen Wealth Management
Illinois
$0
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$4.25M
3
AWM
3
Avior Wealth Management
Nebraska
$2.82M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$2.32M +$178K +2,200 +8%
NA
27
NewEdge Advisors
Louisiana
$2.05M +$2.05M +25,276 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.03M +$257K +3,182 +15%
PAG
29
Private Advisor Group
New Jersey
$1.95M +$29.6K +366 +2%
KeyBank National Association
30
KeyBank National Association
Ohio
$1.71M +$802K +9,912 +89%
HI
31
Harbour Investments
Wisconsin
$1.55M +$962K +11,892 +163%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.38M +$71.2K +880 +5%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$1.29M +$1.29M +15,876 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.22M -$114K -1,406 -9%
Ameriprise
35
Ameriprise
Minnesota
$1.13M -$861K -10,646 -43%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.1M +$65.6K +810 +6%
PA
37
PFG Advisors
Arizona
$1.09M -$16K -198 -1%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.01M -$961K – –
Creative Planning
39
Creative Planning
Kansas
$979K +$89.4K +1,104 +10%
KWM
40
Keebeck Wealth Management
Illinois
$978K +$978K +12,140 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$968K -$53.2K -658 -5%
PK
42
Pflug Koory
Nebraska
$924K – – –
KWM
43
Kingsview Wealth Management
Oregon
$915K +$915K +11,210 New
Truist Financial
44
Truist Financial
North Carolina
$795K -$25.9K -320 -3%
Jane Street
45
Jane Street
New York
$789K +$789K +9,752 New
SI
46
Stephens Inc
Arkansas
$743K +$66.2K +818 +10%
FP
47
Factorial Partners
New York
$615K – – –
CIBC World Market
48
CIBC World Market
Ontario, Canada
$590K +$93.9K +1,160 +19%
BCA
49
Biltmore Capital Advisors
New Jersey
$542K +$72.8K +900 +16%
EWA
50
EP Wealth Advisors
California
$533K -$247K -3,050 -32%
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