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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
Truist Financial
5
Truist Financial
North Carolina
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$71.9M 460,431 +40,595 +10%
RT
2
Rockland Trust
Massachusetts
$55.3M 353,840 -6,890 -2%
Bank of America
3
Bank of America
North Carolina
$23.2M 148,493 +41,000 +38%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.2M 84,342 +15,048 +22%
LFS
5
Lutz Financial Services
Nebraska
$12M 76,871 -3,493 -4%
RJA
6
Raymond James & Associates
Florida
$11.6M 74,105 +1,780 +2%
SCM
7
Stordahl Capital Management
Colorado
$11.4M 72,872 -2,889 -4%
Morgan Stanley
8
Morgan Stanley
New York
$10.9M 69,452 +19,682 +40%
AWM
9
Aberdeen Wealth Management
Illinois
$9.83M 62,898 -12,275 -16%
KAS
10
Kestra Advisory Services
Texas
$6.59M 42,138 +1,033 +3%
RH
11
RFG Holdings
Texas
$5.48M 35,063 +35,063 New
Wells Fargo
12
Wells Fargo
California
$5.44M 34,806 +12,293 +55%
RRC
13
Relaxing Retirement Coach
Massachusetts
$5.33M 34,078 -333 -1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$5.14M 32,903 +32,903 New
UBS Group
15
UBS Group
Switzerland
$5.07M 32,425 +307 +1%
AWM
16
Avior Wealth Management
Nebraska
$3.7M 23,675 -7,030 -23%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.16M 20,203 +8,844 +78%
CIC
18
Cornercap Investment Counsel
Georgia
$2.66M 17,013 +17,013 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2.6M 16,632 +11,055 +198%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.54M 16,241 +1,937 +14%
Vanguard Group
21
Vanguard Group
Pennsylvania
$2.51M 16,063 +2,735 +21%
MMA
22
Miracle Mile Advisors
California
$2.43M 15,568 -643 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$2.34M 14,955 +11,495 +332%
Franklin Resources
24
Franklin Resources
California
$2.07M 13,250 – –
Ameriprise
25
Ameriprise
Minnesota
$1.92M 12,308 +6,081 +98%
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