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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 %
MWM
751
Maltin Wealth Management
New Jersey
$790K +$172K +777 +28%
RC
752
Rinet Company
Massachusetts
$788K +$788K +3,559 New
GG
753
Gofen & Glossberg
Illinois
$778K -$2.21K -10 -0.3%
RFN
754
RDA Financial Network
Iowa
$774K +$166K +751 +27%
TF
755
Tompkins Financial
New York
$772K -$39.8K -180 -5%
CFD
756
Creative Financial Designs
Indiana
$771K +$79.9K +361 +12%
MFG
757
MidWestOne Financial Group
Iowa
$768K +$345K +1,558 +81%
CFIA
758
Cantor Fitzgerald Investment Advisors
New York
$764K – – –
MCM
759
Mitchell Capital Management
Kansas
$757K – – –
EFG
760
Everhart Financial Group
Ohio
$754K +$3.1K +14 +0.4%
HSA
761
HBK Sorce Advisory
Pennsylvania
$753K +$101K +457 +16%
PAM
762
Peak Asset Management
Colorado
$753K +$226K +1,020 +43%
IWA
763
Inspirion Wealth Advisors
Illinois
$751K -$17.9K -81 -2%
VWA
764
V Wealth Advisors
Kansas
$747K -$97.3K -439 -12%
IBOK
765
Independence Bank of Kentucky
Kentucky
$747K +$34.1K +154 +5%
HWA
766
Heritage Wealth Advisors
Virginia
$741K – – –
Deutsche Bank
767
Deutsche Bank
Germany
$739K – – –
OSAM
768
O'Shaughnessy Asset Management
Connecticut
$737K +$177K +801 +32%
HIP
769
HUB Investment Partners
Texas
$731K +$731K +3,302 New
CFMC
770
Curbstone Financial Management Corp
New Hampshire
$730K -$265K -1,200 -27%
TCOV
771
Trust Company of Vermont
Vermont
$730K +$120K +544 +20%
TCA
772
Transcend Capital Advisors
New Jersey
$725K -$11.7K -53 -2%
NDSI
773
Newman Dignan & Sheerar Inc
Rhode Island
$724K +$40.9K +185 +6%
WA
774
Wealth Architects
California
$723K -$46.5K -210 -6%
LRIA
775
Leonard Rickey Investment Advisors
Washington
$722K -$1.33K -6 -0.2%
29 30
31
32 33