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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,323 hedge funds and large institutions have $30.6B invested in Vanguard Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 577 increasing their positions, 390 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,323
Holders Change
+54
Holders Change %
+4.26%
% of All Funds
23.1%
Holding in Top 10
145
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.61%
% of All Funds
2.53%
New
114
Increased
577
Reduced
390
Closed
40
Calls
$44.5M
Puts
$7.05M
Net Calls
+$37.5M
Net Calls Change
+$30.2M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$112M
2
CCM
Coldstream Capital Management
Washington
+$61.3M
3
Ameriprise
Ameriprise
Minnesota
+$49.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$37.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$36.4M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$341M
2
Wells Fargo
Wells Fargo
California
-$102M
3
Creative Planning
Creative Planning
Kansas
-$93.4M
4
Bessemer Group
Bessemer Group
New Jersey
-$54M
5
TF
TIAA FSB
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
251
Black Diamond Financial
Maryland
$8.06M +$46.8K +197 +0.6%
UFA
252
US Financial Advisors
Massachusetts
$8.02M -$4.72M -19,889 -37%
PRA
253
Pine Ridge Advisers
New York
$8.01M – – –
EWA
254
Exencial Wealth Advisors
Oklahoma
$7.98M -$146K -614 -2%
RPC
255
Rossmore Private Capital
Connecticut
$7.94M +$605K +2,548 +8%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$7.9M – – –
CP
257
Capital Planning
Washington
$7.88M +$136K +574 +2%
SMC
258
Smith, Moore & Co
Missouri
$7.81M -$283K -1,193 -3%
WP
259
WMS Partners
Maryland
$7.76M -$142K -600 -2%
HL
260
HeadInvest LLC
Maine
$7.76M +$145K +612 +2%
AFP
261
Ausdal Financial Partners
Iowa
$7.74M +$220K +928 +3%
CA
262
Cetera Advisors
Colorado
$7.64M +$853K +3,594 +13%
HI
263
Harbour Investments
Wisconsin
$7.62M +$551K +2,322 +8%
SW
264
SVB Wealth
Massachusetts
$7.61M +$673K +2,836 +10%
SG
265
StoneX Group
New York
$7.57M +$873K +3,677 +13%
SCA
266
STALEY CAPITAL ADVISERS
Pennsylvania
$7.54M +$311K +1,310 +4%
Fiera Capital (Canada)
267
Fiera Capital (Canada)
Quebec, Canada
$7.29M -$420K -1,771 -5%
WFPG
268
Waller Financial Planning Group
Ohio
$7.27M -$72.4K -305 -1%
BFWA
269
Benchmark Financial Wealth Advisors
Florida
$7.23M +$652K +2,749 +10%
DADC
270
D.A. Davidson & Co
Montana
$7.2M +$445K +1,874 +7%
SBL
271
Sargent Bickham Lagudis
Colorado
$7.15M -$30.4K -128 -0.4%
PMG
272
ProVise Management Group
Florida
$7.15M +$1.83M +7,714 +34%
DWM
273
Doyle Wealth Management
Florida
$7.14M +$2.26M +9,505 +46%
Victory Capital Management
274
Victory Capital Management
Texas
$7.14M – – –
AWM
275
Aries Wealth Management
Maine
$7.12M +$209K +880 +3%
9 10
11
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