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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,055 hedge funds and large institutions have $22.5B invested in Vanguard Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 443 increasing their positions, 360 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+5
Holders Change %
+0.48%
% of All Funds
21.34%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
2.41%
New
69
Increased
443
Reduced
360
Closed
54
Calls
$8.1M
Puts
$19.5M
Net Calls
-$11.4M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$105M
2
Wells Fargo
Wells Fargo
California
+$94.4M
3
LFG
Larson Financial Group
Missouri
+$45.3M
4
UBS Group
UBS Group
Switzerland
+$37.6M
5
FCI
Financial Counselors Inc
Kansas
+$33M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$53.5M
3
Creative Planning
Creative Planning
Kansas
-$33.5M
4
HWA
Heartwood Wealth Advisors
Virginia
-$33.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$4.53M +$508K +2,882 +13%
CA
277
Cetera Advisors
Colorado
$4.49M +$218K +1,236 +5%
BFS
278
Bradley Foster & Sargent
Connecticut
$4.49M +$4.49M +25,465 New
OCM
279
One Capital Management
California
$4.44M -$60.8K -345 -1%
BFWA
280
Benchmark Financial Wealth Advisors
Florida
$4.42M +$198K +1,123 +5%
NEWAS
281
N.E.W. Advisory Services
Wisconsin
$4.42M -$277K -1,575 -6%
NEGWA
282
New England Guild Wealth Advisors
Connecticut
$4.42M +$94.5K +536 +2%
MWM
283
Marietta Wealth Management
Georgia
$4.34M -$476K -2,698 -10%
LWA
284
LWS Wealth Advisors
New Jersey
$4.31M +$1.41K +8 +0%
CAM
285
Cozad Asset Management
Illinois
$4.31M +$9.7K +55 +0.2%
BC
286
Bartlett & Co
Ohio
$4.3M -$52.9K -300 -1%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$4.3M -$52.9K -300 -1%
ACM
288
Armbruster Capital Management
New York
$4.3M -$471K -2,673 -10%
CAM
289
Cresset Asset Management
Illinois
$4.29M -$29.4K -167 -0.7%
FPIS
290
Financial Planning & Information Services
Wisconsin
$4.28M +$117K +664 +3%
PPA
291
Parametric Portfolio Associates
Washington
$4.27M -$184K -1,043 -4%
SHWM
292
Smith & Howard Wealth Management
Georgia
$4.26M +$189K +1,071 +5%
PWLP
293
Prio Wealth Limited Partnership
Massachusetts
$4.26M +$38.1K +216 +0.9%
MHS
294
M Holdings Securities
Oregon
$4.17M +$53.8K +305 +1%
NF
295
Nikulski Financial
Iowa
$4.12M +$82.5K +468 +2%
TCBWMS
296
Texas Capital Bank Wealth Management Services
Texas
$4.07M -$8.11K -46 -0.2%
PCFFS
297
Pacific Center for Financial Services
California
$4.05M -$17.8K -101 -0.4%
VA
298
Valmark Advisers
Ohio
$3.99M +$581K +3,295 +17%
TA
299
Tiedemann Advisors
New York
$3.96M -$112K -635 -3%
SS
300
Simplicity Solutions
Minnesota
$3.93M +$750K +4,255 +24%
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