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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,217 hedge funds and large institutions have $25.9B invested in Vanguard Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 493 increasing their positions, 330 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+162
Holders Change %
+15.36%
% of All Funds
21.59%
Holding in Top 10
144
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+21.01%
% of All Funds
2.56%
New
209
Increased
493
Reduced
330
Closed
30
Calls
$90.3M
Puts
$125M
Net Calls
-$34.6M
Net Calls Change
-$23.1M

Top Buyers

1
CM
Churchill Management
California
+$166M
2
Ameriprise
Ameriprise
Minnesota
+$90.3M
3
ECM
ExodusPoint Capital Management
New York
+$82.7M
4
WANY
Wealthspire Advisors (New York)
New York
+$71M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.37B
2
Bessemer Group
Bessemer Group
New Jersey
-$144M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$73.2M
4
Bank of America
Bank of America
North Carolina
-$62.2M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
251
New York Life Investment Management
New York
$6.77M +$3.74M +18,069 +123%
PFA
252
Paradigm Financial Advisors
Missouri
$6.77M -$1.05M -5,055 -13%
SAM
253
SP Asset Management
California
$6.76M +$28.1K +129 +0.4%
BDF
254
Black Diamond Financial
Maryland
$6.74M -$117K -567 -2%
CP
255
Capital Planning
Washington
$6.67M +$6.67M +32,251 New
WFPG
256
Waller Financial Planning Group
Ohio
$6.54M +$146K +704 +2%
DL
257
DOHJ LLC
Washington
$6.47M +$3.61M +16,751 +126%
HR
258
Howe & Rusling
New York
$6.4M -$2.61M -12,637 -29%
HWA
259
Hilltop Wealth Advisors
North Carolina
$6.39M -$153K -739 -2%
SBL
260
Sargent Bickham Lagudis
Colorado
$6.38M +$103K +499 +2%
SFS
261
Sowell Financial Services
Arkansas
$6.34M -$54.2K -262 -0.8%
TYCC
262
Texas Yale Capital Corp
Florida
$6.32M -$268K -1,296 -4%
NFG
263
Nations Financial Group
Iowa
$6.3M +$729K +3,525 +13%
SCA
264
STALEY CAPITAL ADVISERS
Pennsylvania
$6.24M +$196K +950 +3%
A
265
AdvicePeriod
California
$6.24M -$82.1K -397 -1%
Victory Capital Management
266
Victory Capital Management
Texas
$6.22M – – –
BWM
267
BerganKDV Wealth Management
Minnesota
$6.18M +$411K +1,989 +7%
BWM
268
BCGM Wealth Management
Indiana
$6.18M +$6.18M +27,647 New
RPC
269
Rossmore Private Capital
Connecticut
$6.12M -$25.6K -124 -0.4%
Legacy Financial Group (Iowa)
270
Legacy Financial Group (Iowa)
Iowa
$6.09M +$6.09M +29,467 New
AWM
271
Aries Wealth Management
Maine
$6.09M -$46.9K -220 -0.8%
EWM
272
Endurance Wealth Management
Rhode Island
$6.08M – – –
AFP
273
Ausdal Financial Partners
Iowa
$5.99M +$1.66M +8,013 +38%
JA
274
JVL Associates
Michigan
$5.93M – – –
SW
275
SVB Wealth
Massachusetts
$5.92M +$441K +2,133 +8%
9 10
11
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