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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 %
SWA
801
Sutton Wealth Advisors
Florida
$644K +$206K +931 +47%
CAL
802
Capital Analysts LLC
Pennsylvania
$643K +$594K +2,683 +1,214%
BWP
803
BSW Wealth Partners
Colorado
$641K -$339K -1,532 -35%
LFAS
804
Level Four Advisory Services
Texas
$637K +$44.3K +200 +7%
CFFP
805
Center for Financial Planning
Michigan
$636K – – –
OC
806
Oakworth Capital
Alabama
$630K – – –
BFS
807
Bard Financial Services
Connecticut
$629K – – –
OFS
808
Oldfather Financial Services
Nebraska
$627K -$25.9K -114 -4%
SC
809
Slow Capital
California
$624K +$27.5K +124 +5%
CC
810
Courier Capital
New York
$621K +$45.1K +204 +8%
AA
811
Aufman Associates
Pennsylvania
$615K +$1.55K +7 +0.3%
CCA
812
Childress Capital Advisors
Texas
$614K +$614K +2,774 New
LDB
813
Lee, Danner & Bass
Tennessee
$608K +$16.6K +75 +3%
CW
814
CreativeOne Wealth
Kansas
$606K -$1.38M -6,224 -69%
CWC
815
Carolinas Wealth Consulting
North Carolina
$605K – – –
NA
816
Nottingham Advisors
New York
$596K -$69.5K -314 -10%
FDCDDQ
817
Federation des caisses Desjardins du Quebec
Quebec, Canada
$593K -$149K -675 -20%
BAS
818
Brown Advisory Securities
Maryland
$593K +$42.1K +190 +8%
QCG
819
Quadrant Capital Group
Ohio
$593K +$46K +208 +8%
FFBTD
820
First Financial Bank - Trust Division
Ohio
$591K -$1.11K -5 -0.2%
EAM
821
Evanson Asset Management
California
$591K +$107K +483 +22%
MPM
822
Meritage Portfolio Management
Kansas
$588K +$588K +2,656 New
MIG
823
McGuire Investment Group
Rhode Island
$584K – – –
LC
824
Lindbrook Capital
California
$584K – – –
AP
825
Americana Partners
Texas
$582K – – –
31 32
33
34 35