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Vanguard Mid-Cap Value ETF
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Overview Fund Activity

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$61.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$41.9M
3
TC
Trust Company
Kansas
+$38.8M
4
PAG
Private Advisor Group
New Jersey
+$26.9M
5
AssetMark Inc
AssetMark Inc
California
+$23.5M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$124M
2
EC
Estate Counselors
Wisconsin
-$21.6M
3
FIA
Foundations Investment Advisors
Arizona
-$16.6M
4
BWL
Bogart Wealth LLC
Virginia
-$14.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
351
55I LLC
Massachusetts
$832K +$328K +2,350 +65%
9WM
352
9258 Wealth Management
Ohio
$823K +$21.2K +152 +3%
WFPG
353
Waller Financial Planning Group
Ohio
$820K +$977 +7 +0.1%
PIA
354
Pinion Investment Advisors
Kansas
$806K +$22.5K +161 +3%
PFS
355
Prospera Financial Services
Texas
$802K +$54.4K +389 +7%
GPA
356
Guidance Point Advisors
Massachusetts
$800K +$3.21K +23 +0.4%
MWM
357
Meridian Wealth Management
Kentucky
$792K -$54.6K -391 -6%
JPLA
358
Joseph P. Lucia & Associates
New York
$788K +$50.6K +362 +7%
CBFP
359
Cedar Brook Financial Partners
Ohio
$784K +$16.6K +119 +2%
SCM
360
Southport Capital Management
Tennessee
$783K -$185K -1,324 -19%
HCIA
361
Hochman Cole Investment Advisors
Illinois
$780K -$49K -351 -6%
FLA
362
Financial Life Advisors
Texas
$777K +$4.19K +30 +0.5%
FA
363
FDx Advisors
Illinois
$773K -$3.63K -26 -0.5%
PIMG
364
Patriot Investment Management Group
Tennessee
$765K – – –
HWA
365
Heartwood Wealth Advisors
Virginia
$756K – – –
CHA
366
Carmichael Hill & Associates
Maryland
$755K -$14.2K -102 -2%
RCA
367
Rex Capital Advisors
Rhode Island
$750K – – –
MSFS
368
Main Street Financial Solutions
Pennsylvania
$731K -$7.82K -56 -1%
BCA
369
Bay Colony Advisors
Massachusetts
$730K -$20.3K -145 -3%
BAS
370
Brown Advisory Securities
Maryland
$724K -$206K -1,473 -22%
FHA
371
Flagship Harbor Advisors
Massachusetts
$696K – – –
NP
372
NorthRock Partners
Minnesota
$694K -$159 -1 -0%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$682K +$28.6K +205 +4%
AWM
374
Altavista Wealth Management
North Carolina
$677K -$38.9K -279 -5%
ACP
375
Aveo Capital Partners
Colorado
$672K -$26.1K -187 -4%
13 14
15
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