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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 %
Bessemer Group
76
Bessemer Group
New Jersey
$162K -$243K -3,000 -60%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$124K +$124K +1,532 New
BAM
78
Belpointe Asset Management
Nevada
$100K +$100K +1,230 New
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$95K +$95K +1,180 New
CFGS
80
Concourse Financial Group Securities
Alabama
$89K -$10.7K -132 -11%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$89K -$7.55K -92 -8%
RIM
82
Rockbridge Investment Management
New York
$86K +$5.69K +70 +7%
APA
83
American Portfolios Advisors
New York
$74.2K +$2.11K +26 +3%
PCG
84
Private Capital Group
Connecticut
$72K – – –
William Blair & Company
85
William Blair & Company
Illinois
$60K +$19.4K +240 +48%
Barclays
86
Barclays
United Kingdom
$52K +$52K +642 New
IA
87
IFP Advisors
Florida
$44K +$20.9K +260 +90%
LFG
88
Larson Financial Group
Missouri
$43K -$326 -4 -0.8%
BCV
89
Banque Cantonale Vaudoise
Switzerland
$42K +$42K +520 New
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$40K -$5.62K -70 -12%
AF
91
Advisornet Financial
Minnesota
$33K – – –
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$32K – – –
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K – – –
GWM
94
Geneos Wealth Management
Colorado
$18K – – –
SFA
95
Semmax Financial Advisors
North Carolina
$13K – – –
AIM
96
Anchor Investment Management
South Carolina
$11.2K – – –
PB
97
Pinnacle Bancorp
Nebraska
$9K – – –
AWM
98
Activest Wealth Management
Florida
$6K – – –
JCM
99
Jacobi Capital Management
Pennsylvania
$4K +$4K +50 New
AWM
100
Aberdeen Wealth Management
Illinois
– -$9.83M -125,796 Closed
1 2 3
4
5