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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
KWM
4
Keebeck Wealth Management
Illinois
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$72.9M 458,097 -5,510 -1%
RT
2
Rockland Trust
Massachusetts
$55.5M 348,584 -2,230 -0.6%
Bank of America
3
Bank of America
North Carolina
$27.4M 172,187 +1,588 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$17.3M 108,632 +36,127 +50%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.2M 89,488 +3,329 +4%
RJA
6
Raymond James & Associates
Florida
$11.9M 74,707 -285 -0.4%
LFS
7
Lutz Financial Services
Nebraska
$11.8M 74,024 -707 -0.9%
SCM
8
Stordahl Capital Management
Colorado
$11.7M 73,534 +1,067 +1%
KAS
9
Kestra Advisory Services
Texas
$7.3M 45,847 +3,281 +8%
UBS Group
10
UBS Group
Switzerland
$7.27M 45,700 -1,843 -4%
Vanguard Group
11
Vanguard Group
Pennsylvania
$6.08M 38,189 +21,675 +131%
Wells Fargo
12
Wells Fargo
California
$5.69M 35,750 -1,011 -3%
RRC
13
Relaxing Retirement Coach
Massachusetts
$5.28M 33,167 -268 -0.8%
PAG
14
Private Advisor Group
New Jersey
$5.09M 32,017 +19,981 +166%
3F
15
360 Financial
Minnesota
$4.83M 30,326 +2,885 +11%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$4.2M 26,378 +110 +0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.64M 22,880 +15,323 +203%
Goldman Sachs
18
Goldman Sachs
New York
$3.51M 22,077 +22,077 New
DADC
19
D.A. Davidson & Co
Montana
$3.2M 20,132 +965 +5%
LPL Financial
20
LPL Financial
California
$3.14M 19,741 -3,607 -15%
JWCA
21
J.W. Cole Advisors
Florida
$3.05M 12,652 +12,652 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.05M 19,159 +4,583 +31%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.89M 18,139 +1 +0%
CIC
24
Cornercap Investment Counsel
Georgia
$2.68M 16,861 -312 -2%
AWM
25
Avior Wealth Management
Nebraska
$2.5M 15,728 -1,719 -10%
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