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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 %
SWM
51
Spire Wealth Management
Virginia
$384K +$384K +4,914 New
DADC
52
D.A. Davidson & Co
Montana
$380K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$369K -$7.82K -100 -2%
IFWM
54
Institute for Wealth Management
Colorado
$320K -$78K -1,000 -20%
MCM
55
Manchester Capital Management
Vermont
$312K +$312K +3,988 New
BIA
56
BHK Investment Advisors
Alabama
$290K – – –
W
57
Wealthquest
Ohio
$275K +$275K +3,530 New
Stifel Financial
58
Stifel Financial
Missouri
$264K +$264K +3,380 New
RFA
59
Reilly Financial Advisors
California
$260K – – –
MWM
60
Meridian Wealth Management
Kentucky
$251K – – –
WWM
61
Western Wealth Management
Colorado
$251K +$3.13K +40 +1%
NFG
62
Next Financial Group
Texas
$251K +$80.7K +1,032 +47%
UR
63
USCA RIA
Texas
$233K +$233K +2,980 New
Cerity Partners
64
Cerity Partners
New York
$223K +$223K +2,854 New
LI
65
LVZ Inc
Michigan
$206K +$206K +2,640 New
HF
66
Halpern Financial
Virginia
$205K -$104K -1,330 -34%
Northern Trust
67
Northern Trust
Illinois
$203K +$203K +2,604 New
KFI
68
Key Financial Inc
Pennsylvania
$182K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$110K +$37K +474 +51%
CFGS
70
Concourse Financial Group Securities
Alabama
$96K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$91K -$9.6K -124 -10%
RIM
72
Rockbridge Investment Management
New York
$77K +$10.6K +136 +16%
PCG
73
Private Capital Group
Connecticut
$70K – – –
APA
74
American Portfolios Advisors
New York
$69.6K – – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$44K – – –
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