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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 %
SFA
551
Sequoia Financial Advisors
Ohio
$1.96M -$247K -1,117 -11%
HMS
552
Hanseatic Management Services
New Mexico
$1.95M +$1.95M +8,815 New
SPIO
553
Seven Post Investment Office
California
$1.95M +$1.57M +7,096 +418%
RWRC
554
R.W. Roge & Company
New York
$1.93M -$155K -701 -7%
IA
555
IFP Advisors
Florida
$1.93M -$142K -641 -7%
BFG
556
Barber Financial Group
Kansas
$1.92M -$6.2K -28 -0.3%
RI
557
Ridgewood Investments
New Jersey
$1.89M +$392K +1,770 +26%
FA
558
FDx Advisors
Illinois
$1.87M -$322K -1,453 -15%
PG
559
Patten Group
Tennessee
$1.86M -$1.11K -5 -0.1%
MFW
560
Mosaic Family Wealth
Missouri
$1.86M -$648K -2,926 -26%
SC
561
Savant Capital
Illinois
$1.86M +$431K +1,949 +30%
SVCP
562
Silicon Valley Capital Partners
California
$1.85M +$1.85M +8,336 New
MW
563
Marcum Wealth
Ohio
$1.84M -$136K -614 -7%
ACI
564
Alpha Cubed Investments
California
$1.83M +$35.4K +160 +2%
CHC
565
City Holding Co
West Virginia
$1.83M +$197K +888 +12%
FC
566
Ferris Capital
Massachusetts
$1.83M +$286K +1,291 +19%
SAM
567
Secure Asset Management
Michigan
$1.81M -$478K -2,158 -21%
ZIG
568
Zuckerman Investment Group
Illinois
$1.78M +$1.06M +4,786 +146%
MFIMFI
569
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.75M – – –
IWM
570
IHT Wealth Management
Illinois
$1.75M +$378K +1,708 +28%
CCM
571
Coldstream Capital Management
Washington
$1.75M +$306K +1,383 +21%
HCMT
572
Highland Capital Management (Tennessee)
Tennessee
$1.73M +$267K +1,207 +18%
CAC
573
Certified Advisory Corp
Florida
$1.73M +$1.73M +7,805 New
CWMU
574
Caliber Wealth Management (Utah)
Utah
$1.72M +$83K +375 +5%
HB
575
Homrich & Berg
Georgia
$1.7M +$9.52K +43 +0.6%
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