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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 %
MHS
301
M Holdings Securities
Oregon
$5.35M +$456K +2,205 +9%
BFS
302
Bradley Foster & Sargent
Connecticut
$5.32M +$51.3K +248 +1%
MFA
303
McClarren Financial Advisors
Pennsylvania
$5.29M +$5.29M +25,586 New
CAM
304
Cozad Asset Management
Illinois
$5.25M +$192K +930 +4%
SHWM
305
Smith & Howard Wealth Management
Georgia
$5.24M +$240K +1,160 +5%
NEGWA
306
New England Guild Wealth Advisors
Connecticut
$5.23M +$49K +237 +0.9%
CAM
307
Cresset Asset Management
Illinois
$5.22M +$190K +918 +4%
VA
308
Valmark Advisers
Ohio
$5.17M +$491K +2,376 +10%
SC
309
Sepio Capital
Utah
$5.16M +$1.95M +9,436 +61%
AWA
310
Arkadios Wealth Advisors
Georgia
$5.08M +$5.07M +24,531 +122,655%
IHWM
311
Iron Horse Wealth Management
Iowa
$5.06M +$5.06M +24,460 New
BC
312
Bartlett & Co
Ohio
$5.02M -$22.3K -108 -0.4%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$5.02M -$22.3K -108 -0.4%
LWA
314
LWS Wealth Advisors
New Jersey
$4.98M -$84.2K -407 -2%
FPIS
315
Financial Planning & Information Services
Wisconsin
$4.95M -$70.1K -339 -1%
NF
316
Nikulski Financial
Iowa
$4.91M +$75.9K +367 +2%
HPWM
317
Highland Private Wealth Management
Washington
$4.87M +$303K +1,465 +7%
DAS
318
Dynamic Advisor Solutions
Arizona
$4.79M +$853K +4,127 +22%
PCFFS
319
Pacific Center for Financial Services
California
$4.78M +$27.5K +133 +0.6%
WA
320
Waverly Advisors
Alabama
$4.71M -$92.8K -418 -2%
PP
321
PDS Planning
Ohio
$4.7M +$127K +614 +3%
Prudential Financial
322
Prudential Financial
New Jersey
$4.69M +$1.04M +5,035 +29%
EVM
323
Eaton Vance Management
Massachusetts
$4.67M +$1.23M +5,970 +36%
BG
324
Berry Group
Massachusetts
$4.66M +$215K +1,038 +5%
TCBWMS
325
Texas Capital Bank Wealth Management Services
Texas
$4.64M -$142K -686 -3%
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