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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 %
MWM
51
Meridian Wealth Management
Kentucky
$211K +$211K +3,212 New
WWM
52
Western Wealth Management
Colorado
$209K +$209K +3,170 New
KW
53
KWB Wealth
California
$208K +$208K +3,166 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$206K +$140K +2,122 +212%
KFI
55
Key Financial Inc
Pennsylvania
$153K +$153K +2,326 New
NFG
56
Next Financial Group
Texas
$143K +$131 +2 +0.1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$86K -$9.79K -148 -10%
CFGS
58
Concourse Financial Group Securities
Alabama
$81K -$33.5K -510 -29%
SPIA
59
Steward Partners Investment Advisory
New York
$61K +$914 +14 +2%
PCG
60
Private Capital Group
Connecticut
$59K – – –
APA
61
American Portfolios Advisors
New York
$58.7K +$1.32K +20 +2%
RIM
62
Rockbridge Investment Management
New York
$56K +$3.68K +56 +7%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$37K – – –
LFG
64
Larson Financial Group
Missouri
$36K +$1.7K +26 +5%
William Blair & Company
65
William Blair & Company
Illinois
$33K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$26K – – –
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.6K – – –
GWM
68
Geneos Wealth Management
Colorado
$17K – – –
WFA
69
WestHill Financial Advisors
California
$11K +$11K +164 New
AIM
70
Anchor Investment Management
South Carolina
$9.09K – – –
PB
71
Pinnacle Bancorp
Nebraska
$8K – – –
CFD
72
Creative Financial Designs
Indiana
$7K -$130 -2 -2%
RPWA
73
Regent Peak Wealth Advisors
Georgia
$6K +$6K +96 New
HI
74
Hudock Inc
Pennsylvania
$2K +$118 +2 +6%
CIC
75
Cornercap Investment Counsel
Georgia
– -$1.85M -35,358 Closed
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