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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 %
TVWM
951
Tower View Wealth Management
Wisconsin
$373K +$885 +4 +0.2%
RWP
952
RWA Wealth Partners
Massachusetts
$372K -$4.87K -22 -1%
EA
953
Ellsworth Advisors
Ohio
$371K +$371K +1,676 New
LRPA
954
L. Roy Papp & Associates
Arizona
$370K +$51.1K +231 +16%
GW
955
GW & Wade
Massachusetts
$370K +$86.5K +391 +30%
ACM
956
Ategra Capital Management
Virginia
$369K – – –
SFSIG
957
San Francisco Sentry Investment Group
California
$369K – – –
SWM
958
Soundmark Wealth Management
Washington
$367K -$51.4K -232 -12%
WA1
959
Wimmer Associates 1
California
$366K +$48.7K +220 +15%
Members Trust
960
Members Trust
Florida
$364K +$18.6K +84 +5%
EP
961
Eudaimonia Partners
Tennessee
$360K +$30.4K +137 +9%
GEA
962
Glen Eagle Advisors
New Jersey
$359K +$31K +140 +9%
ECG
963
EPIQ Capital Group
California
$358K +$886 +4 +0.2%
OWA
964
One Wealth Advisors
California
$357K -$109K -491 -23%
CAM
965
Concorde Asset Management
Michigan
$357K -$15K -68 -4%
TLFA
966
True Link Financial Advisors
California
$357K – – –
HWM
967
Howard Wealth Management
Connecticut
$355K -$3.32K -15 -0.9%
FFG
968
Fortem Financial Group
California
$355K +$355K +1,606 New
PWW
969
Pettyjohn Wood & White
Virginia
$354K +$442 +2 +0.1%
HCM
970
Hutchinson Capital Management
California
$351K – – –
SFP
971
Strategic Financial Partners
Oregon
$350K +$221 +1 +0.1%
C
972
Certuity
Florida
$349K +$72.4K +327 +26%
MAS
973
Madden Advisory Services
Florida
$345K – – –
WCWM
974
Willow Creek Wealth Management
California
$343K +$44.3K +200 +15%
TI
975
Trexquant Investment
Connecticut
$342K +$115K +521 +51%
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