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

66 hedge funds and large institutions have $139M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
11
Increased
22
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Aberdeen Wealth Management
Illinois
$7.91M
2
KAS
2
Kestra Advisory Services
Texas
$4.17M
3
RRC
3
Relaxing Retirement Coach
Massachusetts
$7.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.57M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.85M

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
Truist Financial
2
Truist Financial
North Carolina
$1.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.58M
4
AWM
4
Avior Wealth Management
Nebraska
$2.67M
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RT
1
Rockland Trust
Massachusetts
$37.6M 358,243 -784 -0.2%
LFS
2
Lutz Financial Services
Nebraska
$8.49M 80,984 -652 -0.8%
SCM
3
Stordahl Capital Management
Colorado
$8.09M 77,152 +2,637 +4%
AWM
4
Aberdeen Wealth Management
Illinois
$7.91M 75,400 +75,400 New
Bank of America
5
Bank of America
North Carolina
$7.62M 72,679 +490 +0.7%
RJA
6
Raymond James & Associates
Florida
$7.39M 70,517 +7,845 +13%
RRC
7
Relaxing Retirement Coach
Massachusetts
$7.32M 69,848 +32,632 +88%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.85M 46,244 +25,733 +125%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.57M 43,546 +28,024 +181%
KAS
10
Kestra Advisory Services
Texas
$4.17M 39,802 +39,802 New
Morgan Stanley
11
Morgan Stanley
New York
$4.06M 38,734 -901 -2%
UBS Group
12
UBS Group
Switzerland
$3.65M 34,818 +3,644 +12%
Ameriprise
13
Ameriprise
Minnesota
$2.99M 28,237 -3,344 -11%
AWM
14
Avior Wealth Management
Nebraska
$2.67M 25,455 -7,159 -22%
Wells Fargo
15
Wells Fargo
California
$2.18M 20,801 +2,236 +12%
Citadel Advisors
16
Citadel Advisors
Florida
$2.13M 20,357 +20,357 New
Truist Financial
17
Truist Financial
North Carolina
$1.86M 17,741 -14,059 -44%
CIC
18
Cornercap Investment Counsel
Georgia
$1.85M 17,679 +17,679 New
MMA
19
Miracle Mile Advisors
California
$1.64M 15,652 +15,652 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.58M 15,111 -11,268 -43%
TRCT
21
Tower Research Capital (TRC)
New York
$1.54M 14,715 +2,792 +23%
Franklin Resources
22
Franklin Resources
California
$1.39M 13,250 +4,100 +45%
PAG
23
Private Advisor Group
New Jersey
$1.15M 10,918 – –
LPL Financial
24
LPL Financial
California
$1.12M 10,660 -626 -6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.04M 9,888 +1,503 +18%
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