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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,050 hedge funds and large institutions have $20.8B invested in Vanguard Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 400 increasing their positions, 356 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+65
Holders Change %
+6.6%
% of All Funds
21.58%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.36%
New
122
Increased
400
Reduced
356
Closed
50
Calls
$7.27M
Puts
$5.43M
Net Calls
+$1.85M
Net Calls Change
+$1.27M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.45B
2
UBS Group
UBS Group
Switzerland
+$547M
3
Bessemer Group
Bessemer Group
New Jersey
+$143M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$85.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$86M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$69.1M
3
WANY
Wealthspire Advisors (New York)
New York
-$54.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$53.4M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
326
Investment Partners
Ohio
$3.08M +$65.6K +400 +2%
RIS
327
Retirement Income Solutions
Michigan
$3.07M +$2.65M +16,163 +633%
GC
328
Gilbert & Cook
Iowa
$3.06M +$165K +1,006 +6%
ECM
329
ETrade Capital Management
Virginia
$3.06M -$244K -1,491 -7%
SWM
330
Southern Wealth Management
Texas
$3.02M – – –
AI
331
Atria Investments
North Carolina
$3M +$3M +18,328 New
ATPW
332
Ashton Thomas Private Wealth
Arizona
$3M +$556K +3,394 +23%
SS
333
Simplicity Solutions
Minnesota
$2.96M +$204K +1,245 +7%
SW
334
SVB Wealth
Massachusetts
$2.93M +$1.75M +10,694 +149%
OFW
335
Omnia Family Wealth
Florida
$2.89M -$353K -2,153 -11%
DAS
336
Dynamic Advisor Solutions
Arizona
$2.89M +$421K +2,571 +17%
PMG
337
ProVise Management Group
Florida
$2.88M +$983 +6 +0%
Prudential Financial
338
Prudential Financial
New Jersey
$2.88M +$614K +3,747 +27%
ANTB
339
AMG National Trust Bank
Colorado
$2.84M +$2.17M +13,239 +324%
22CM
340
20/20 Capital Management
California
$2.84M +$1.12M +6,324 +65%
VCM
341
Vivaldi Capital Management
Illinois
$2.84M +$94.8K +533 +3%
MOS
342
MGO One Seven
Ohio
$2.84M +$29.7K +181 +1%
RIA
343
Regal Investment Advisors
Michigan
$2.83M +$2.83M +17,237 New
GFS
344
GYL Financial Synergies
Connecticut
$2.81M -$57.7K -352 -2%
SPA
345
Sentinel Pension Advisors
Massachusetts
$2.79M -$408K -2,489 -13%
MFT
346
Moisand Fitzgerald Tamayo
Florida
$2.79M +$230K +1,401 +9%
GBT
347
Grove Bank & Trust
Florida
$2.76M +$1.12M +6,827 +68%
SAM
348
Secure Asset Management
Michigan
$2.75M +$2.75M +16,759 New
AAMC
349
Asset Allocation & Management Company
Illinois
$2.74M +$255K +1,558 +10%
KCM
350
Kendall Capital Management
Maryland
$2.74M -$656 -4 -0%
12 13
14
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