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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 $339M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
30
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.51M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.08M
4
PAG
4
Private Advisor Group
New Jersey
$5.09M
5
JWCA
5
J.W. Cole Advisors
Florida
$3.05M

Top Sellers

1
RH
1
RFG Holdings
Texas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.88M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.07M
5
KWM
5
Keebeck Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$491K – – –
BRWA
52
B. Riley Wealth Advisors
Florida
$455K – – –
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$454K – – –
RA
54
Rodgers & Associates
Pennsylvania
$449K – – –
FTS
55
Fifth Third Securities
Ohio
$422K +$422K +5,306 New
IFWM
56
Institute for Wealth Management
Colorado
$406K +$79.6K +1,000 +24%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$391K -$30.9K -388 -7%
SWM
58
Spire Wealth Management
Virginia
$391K – – –
WHG
59
Westwood Holdings Group
Texas
$373K – – –
BIA
60
BHK Investment Advisors
Alabama
$350K – – –
IWM
61
IHT Wealth Management
Illinois
$320K +$320K +4,024 New
MCM
62
Manchester Capital Management
Vermont
$317K – – –
ADL
63
Asset Dedication LLC
California
$304K -$107K -1,346 -26%
W
64
Wealthquest
Ohio
$280K – – –
ANTB
65
AMG National Trust Bank
Colorado
$278K – – –
RFA
66
Reilly Financial Advisors
California
$265K – – –
MWM
67
Meridian Wealth Management
Kentucky
$256K – – –
NFG
68
Next Financial Group
Texas
$254K – – –
Betterment LLC
69
Betterment LLC
New York
$244K +$244K +3,064 New
USCWA
70
U.S. Capital Wealth Advisors
Texas
$237K +$237K +2,980 New
Cerity Partners
71
Cerity Partners
New York
$227K – – –
HF
72
Halpern Financial
Virginia
$223K +$23.9K +300 +12%
SPIA
73
Steward Partners Investment Advisory
New York
$220K +$48.2K +606 +28%
Bessemer Group
74
Bessemer Group
New Jersey
$208K +$48.5K +608 +30%
Northern Trust
75
Northern Trust
Illinois
$207K – – –
1 2
3
4 5