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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 %
BUB
601
BBVA USA Bancshares
Texas
$1.5M -$162K -730 -10%
KWM
602
Kingsview Wealth Management
Oregon
$1.5M +$747K +3,326 +99%
PD
603
Planning Directions
Pennsylvania
$1.48M -$39.2K -177 -3%
AIFAIM
604
American Institute for Advanced Investment Management
Arizona
$1.48M +$77.7K +351 +6%
SQA
605
Simon Quick Advisors
New Jersey
$1.48M +$27.2K +123 +2%
ACA
606
Affinity Capital Advisors
California
$1.47M -$112K -504 -7%
FPS
607
Fieldpoint Private Securities
Connecticut
$1.46M -$377K -1,703 -21%
NFP
608
Novak Financial Planning
Maryland
$1.45M +$25.5K +115 +2%
GCP
609
Gill Capital Partners
Colorado
$1.45M +$522K +2,358 +56%
PG
610
Proffitt & Goodson
Tennessee
$1.44M -$69K -312 -5%
DWT
611
Dorsey & Whitney Trust
South Dakota
$1.42M -$4.43K -20 -0.3%
CFSG
612
Community Financial Services Group
Vermont
$1.42M +$85.7K +387 +6%
LCC
613
Lincoln Capital Corp
Rhode Island
$1.41M -$60.9K -275 -4%
MF
614
Montis Financial
Massachusetts
$1.41M -$2.69K -12 -0.2%
SS
615
Simplicity Solutions
Minnesota
$1.41M -$5.9M -26,666 -81%
CCG
616
Chatham Capital Group
Georgia
$1.4M +$88.5K +400 +7%
HWMG
617
Hurlow Wealth Management Group
Indiana
$1.4M – – –
TFCP
618
Twin Focus Capital Partners
Massachusetts
$1.39M – – –
B
619
Bridgeworth
Alabama
$1.39M -$78.6K -355 -5%
DWP
620
Destiny Wealth Partners
Florida
$1.38M -$12.2K -55 -0.9%
SSWM
621
Sheets Smith Wealth Management
North Carolina
$1.38M +$3.32K +15 +0.2%
FANJ
622
Financial Architects (New Jersey)
New Jersey
$1.38M +$711K +3,211 +107%
PGA
623
Portland Global Advisors
Maine
$1.37M – – –
ACM
624
Azimuth Capital Management
Michigan
$1.37M – – –
SWM
625
SigFig Wealth Management
California
$1.37M +$75.7K +342 +6%
23 24
25
26 27