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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 %
KFGK
576
Keystone Financial Group (Kentucky)
Kentucky
$1.89M +$271K +1,141 +17%
AC
577
Apella Capital
Connecticut
$1.88M +$175K +736 +10%
TFA
578
TPG Financial Advisors
Oregon
$1.88M -$358K -1,510 -16%
MW
579
Marcum Wealth
Ohio
$1.86M -$108K -456 -5%
SAM
580
Secure Asset Management
Michigan
$1.86M -$81.4K -343 -4%
CAC
581
Certified Advisory Corp
Florida
$1.85M +$950 +4 +0.1%
SWA
582
Sax Wealth Advisors
New Jersey
$1.85M -$1.95M -8,224 -51%
SQA
583
Simon Quick Advisors
New Jersey
$1.84M +$246K +1,038 +16%
BAM
584
Belpointe Asset Management
Nevada
$1.83M +$49.9K +210 +3%
SS
585
Simplicity Solutions
Minnesota
$1.82M +$314K +1,325 +21%
CHA
586
Carmichael Hill & Associates
Maryland
$1.81M +$3.32K +14 +0.2%
FLPIM
587
F.L. Putnam Investment Management
Massachusetts
$1.78M +$58.1K +245 +3%
MCM
588
MAI Capital Management
Ohio
$1.78M +$439K +1,849 +33%
OPS
589
Orion Portfolio Solutions
Nebraska
$1.73M +$472K +1,987 +38%
LS
590
Leelyn Smith
Illinois
$1.72M – – –
SKK
591
Shepherd Kaplan Krochuk
Massachusetts
$1.7M +$4.75K +20 +0.3%
CDIA
592
Capital Directions Investment Advisors
Georgia
$1.7M +$1.7M +7,175 New
HNW
593
High Note Wealth
Minnesota
$1.69M – – –
PPP
594
Private Portfolio Partners
New Jersey
$1.69M +$24.2K +102 +1%
PBF
595
Petix & Botte Financial
California
$1.63M -$62.9K -265 -4%
SWM
596
SigFig Wealth Management
California
$1.61M +$148K +624 +10%
TC
597
TAP Consulting
Missouri
$1.61M -$552K -2,326 -26%
MFW
598
Mosaic Family Wealth
Missouri
$1.61M -$385K -1,623 -19%
UB
599
UMB Bank
Missouri
$1.6M -$53.4K -225 -3%
SB
600
Strategic Blueprint
Georgia
$1.6M +$273K +1,149 +20%
22 23
24
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