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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 %
BWM
726
BigSur Wealth Management
Florida
$873K – – –
EWA
727
EP Wealth Advisors
California
$870K +$378K +1,707 +77%
SF
728
Symphony Financial
Texas
$856K +$856K +3,767 New
PAM
729
Private Asset Management
California
$855K -$89.2K -403 -9%
BCM
730
Brookstone Capital Management
Illinois
$853K +$52.7K +238 +7%
First Manhattan
731
First Manhattan
New York
$842K -$43.8K -198 -5%
OA
732
Oxbow Advisors
Texas
$841K – – –
TA
733
TFG Advisers
Michigan
$836K +$153K +692 +22%
ACM
734
AlphaStar Capital Management
North Carolina
$830K +$92.7K +419 +13%
IA
735
IFG Advisors
Missouri
$828K -$10.2K -46 -1%
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$827K +$69.2K +313 +9%
WJWM
737
Williams Jones Wealth Management
New York
$826K – – –
TA
738
Trellis Advisors
Washington
$821K – – –
BHIA
739
Birch Hill Investment Advisors
Massachusetts
$820K – – –
SWP
740
Summit Wealth Partners
Florida
$817K -$9.74K -44 -1%
FNBT
741
FineMark National Bank & Trust
Florida
$814K +$2.66K +12 +0.3%
WF
742
Welch & Forbes
Massachusetts
$810K +$68.8K +311 +9%
ACP
743
Ashfield Capital Partners
California
$809K – – –
WPW
744
Waldron Private Wealth
Pennsylvania
$808K – – –
MPCG
745
Matrix Private Capital Group
New York
$805K -$27.9K -126 -3%
AUB
746
Atlantic Union Bankshares
Virginia
$805K +$80.8K +365 +11%
LFS
747
Lutz Financial Services
Nebraska
$796K -$13.5K -61 -2%
DWMG
748
DB Wealth Management Group
California
$792K +$221 +1 +0%
SAS
749
Sanford Advisory Services
Michigan
$792K +$52.9K +239 +7%
MA
750
MJP Associates
Connecticut
$791K +$41.8K +189 +6%
28 29
30
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