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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 %
COCM
1251
Charter Oak Capital Management
New Hampshire
$8K – – –
CWP
1252
Concord Wealth Partners
Virginia
$8K – – –
HWMA
1253
Heritage Wealth Management (Arizona)
Arizona
$7K +$7K +31 New
SIM
1254
Sonora Investment Management
Arizona
$6K – – –
HDIM
1255
Hanson & Doremus Investment Management
Vermont
$6K – – –
1WM
1256
1900 Wealth Management
Texas
$5.87K +$39 +178 +0.7%
APC
1257
Aspire Private Capital
North Carolina
$5K -$7.08K -34 -59%
CWA
1258
Carolina Wealth Advisors
South Carolina
$4K – – –
NFSG
1259
Newbridge Financial Services Group
Florida
$4K – – –
EIP
1260
Ellis Investment Partners
Pennsylvania
$4K – – –
BC
1261
Barnett & Company
Tennessee
$3K – – –
LGWM
1262
Litman Gregory Wealth Management
California
$3K – – –
WWM
1263
Wolff Wiese Magana
California
$3K +$3K +12 New
AIA
1264
Arcadia Investment Advisors
Idaho
$2.44K – – –
MF
1265
Manchester Financial
California
$2K – – –
ST
1266
Sageworth Trust
Pennsylvania
$2K – – –
EWM
1267
Elmwood Wealth Management
California
$2K +$2K +10 New
SIS
1268
Sound Income Strategies
Florida
$1.99K +$1.99K +9 New
BWP
1269
Baldwin Wealth Partners
Massachusetts
$1K +$1K +3 New
HH
1270
HWG Holdings
Texas
$1K +$1K +6 New
SWM
1271
Sugarloaf Wealth Management
Georgia
$204 -$4.86K -882 -96%
BBHC
1272
Brown Brothers Harriman & Co
New York
$130 -$40 -183 -24%
WIM
1273
Westside Investment Management
California
$48 – – –
ECM
1274
ExodusPoint Capital Management
New York
– -$82.7M -400,000 Closed
CWM
1275
Connecticut Wealth Management
Connecticut
– -$33.8M -163,467 Closed
49 50
51
52 53