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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 %
HWA
101
Heartwood Wealth Advisors
Virginia
$26.1M -$2.88M -12,990 -10%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$25.8M +$1.45M +6,565 +6%
BP
103
BCK Partners
New York
$25.1M +$492K +2,135 +2%
CIC
104
Cutler Investment Counsel
Oregon
$24.8M -$1.53M -6,893 -6%
LCWP
105
Legacy Capital Wealth Partners
Arkansas
$24.8M -$75.7K -342 -0.3%
BCA
106
Berman Capital Advisors
Georgia
$24.6M +$1.39M +6,301 +6%
CWM
107
Cranbrook Wealth Management
Michigan
$24.5M +$243K +1,097 +1%
FVWA
108
Foster Victor Wealth Advisors
South Carolina
$24.4M -$562K -2,461 -2%
PFM
109
Phillips Financial Management
Indiana
$24M -$509K -2,301 -2%
SCA
110
Spearhead Capital Advisors
Florida
$23.7M +$62.6K +283 +0.3%
TPW
111
TL Private Wealth
Texas
$23.5M -$673K -2,953 -3%
AA
112
Ancora Advisors
Ohio
$23.1M +$3.72M +16,798 +19%
FWIA
113
Fort Washington Investment Advisors
Ohio
$22.8M -$552K -2,492 -2%
BI
114
Ballast Inc
Kentucky
$22.6M +$226K +1,022 +1%
Citigroup
115
Citigroup
New York
$22.4M +$6.38M +28,839 +40%
PCA
116
Personal Capital Advisors
California
$22.1M -$550K -2,485 -2%
BF
117
Blankinship & Foster
California
$22M +$6.58M +29,731 +43%
WT
118
Whittier Trust
California
$21.9M +$71.9K +325 +0.3%
AFS
119
Axiom Financial Strategies
Indiana
$21.9M -$6.5M -29,346 -23%
DP
120
Divergent Planning
Maryland
$21M +$25.9K +112 +0.1%
SFS
121
Searcy Financial Services
Kansas
$19.2M -$483K -2,182 -2%
WTC
122
WhitTier Trust Company
Nevada
$18.9M – – –
RFC
123
Regions Financial Corp
Alabama
$18.5M +$796K +3,595 +4%
PWM
124
Praetorian Wealth Management
California
$18.1M -$3.32K -15 -0%
CAN
125
Cetera Advisor Networks
California
$18M +$991K +4,478 +6%
3 4
5
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