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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,269 hedge funds and large institutions have $28.3B invested in Vanguard Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 560 increasing their positions, 377 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,269
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
22.35%
Holding in Top 10
152
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.56%
% of All Funds
2.68%
New
108
Increased
560
Reduced
377
Closed
48
Calls
$14.8M
Puts
$7.56M
Net Calls
+$7.28M
Net Calls Change
+$41.9M

Top Buyers

1
LPL Financial
LPL Financial
California
+$179M
2
Bank of America
Bank of America
North Carolina
+$136M
3
AF
Arrow Financial
New York
+$68.8M
4
UBS Group
UBS Group
Switzerland
+$55.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$54.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$145M
2
ECM
ExodusPoint Capital Management
New York
-$82.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$75.5M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$62.2M
5
TF
TIAA FSB
Florida
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
401
N.E.W. Advisory Services
Wisconsin
$3.73M -$566K -2,525 -13%
KCM
402
Kendall Capital Management
Maryland
$3.7M – – –
OGF
403
Orin Green Financial
California
$3.68M -$34.5K -156 -0.9%
RIS
404
Retirement Income Solutions
Michigan
$3.68M -$120K -540 -3%
OFW
405
Omnia Family Wealth
Florida
$3.66M -$244K -1,102 -6%
ATC
406
Argent Trust Co
Tennessee
$3.62M -$3.1K -14 -0.1%
GRP
407
Global Retirement Partners
California
$3.6M +$343K +1,551 +11%
RC
408
Roundview Capital
New Jersey
$3.58M +$138K +625 +4%
SAM
409
S.A. Mason
Michigan
$3.56M +$350K +1,583 +11%
SWA
410
Sightline Wealth Advisors
Connecticut
$3.55M +$9.99K +45 +0.3%
SWA
411
Sax Wealth Advisors
New Jersey
$3.55M +$1.93M +8,716 +119%
CWM
412
Calamos Wealth Management
Illinois
$3.53M – – –
JWBC
413
John W. Brooker & Co
California
$3.5M -$138K -625 -4%
TCWM
414
Total Clarity Wealth Management
Illinois
$3.46M -$989K -4,467 -22%
DSC
415
Duncker Streett & Co
Missouri
$3.46M +$4.87K +22 +0.1%
FFA
416
First Foundation Advisors
California
$3.44M -$826K -3,731 -19%
KIA
417
KCM Investment Advisors
California
$3.44M -$40.1K -181 -1%
PFS
418
Prospera Financial Services
Texas
$3.43M +$709K +3,197 +26%
KPWS
419
Kestra Private Wealth Services
Texas
$3.43M -$50.9K -230 -1%
GAM
420
Gemmer Asset Management
California
$3.43M +$3.43M +15,486 New
SAM
421
Sawgrass Asset Management
Florida
$3.42M – – –
LWAC
422
Laurel Wealth Advisors (California)
California
$3.4M -$9.05M -40,911 -73%
MCWS
423
McKinley Carter Wealth Services
West Virginia
$3.37M -$83K -375 -2%
TW
424
TrinityPoint Wealth
Connecticut
$3.37M +$5.98K +27 +0.2%
Qube Research & Technologies (QRT)
425
Qube Research & Technologies (QRT)
United Kingdom
$3.36M -$3.97M -17,934 -54%
15 16
17
18 19