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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 %
OFW
376
Omnia Family Wealth
Florida
$3.65M – – –
TA
377
TrueWealth Advisors
Alabama
$3.64M +$3.64M +17,111 New
CANC
378
Culbertson A N & Co
Virginia
$3.6M +$254K +1,230 +8%
AA
379
Alesco Advisors
New York
$3.59M -$712K -3,445 -17%
TWM
380
TriaGen Wealth Management
California
$3.57M +$3.57M +17,269 New
IWC
381
Integrated Wealth Concepts
Massachusetts
$3.55M +$312K +1,508 +10%
RIS
382
Retirement Income Solutions
Michigan
$3.55M -$37.4K -181 -1%
DY
383
Dowling & Yahnke
California
$3.53M -$8.48K -41 -0.2%
FFN
384
Focus Financial Network
Minnesota
$3.52M -$52.5K -254 -1%
MOS
385
MGO One Seven
Ohio
$3.5M +$128K +617 +4%
FPB
386
First PREMIER Bank
South Dakota
$3.48M +$403K +1,950 +13%
OGF
387
Orin Green Financial
California
$3.47M +$3.47M +16,800 New
GVAG
388
Great Valley Advisor Group
Delaware
$3.47M +$30.2K +146 +0.9%
PAS
389
Park Avenue Securities
New York
$3.46M +$468K +2,261 +16%
VFA
390
Voya Financial Advisors
Connecticut
$3.46M -$61.5K -298 -2%
KCM
391
Kendall Capital Management
Maryland
$3.45M – – –
CTA
392
Chesley Taft & Associates
Illinois
$3.41M +$1.4M +6,780 +70%
SF
393
Synovus Financial
Georgia
$3.4M -$102K -495 -3%
JWBC
394
John W. Brooker & Co
California
$3.4M +$298K +1,441 +10%
SWA
395
SOA Wealth Advisors
New York
$3.39M +$3.39M +15,326 New
ATC
396
Argent Trust Co
Tennessee
$3.39M +$106K +515 +3%
ANTB
397
AMG National Trust Bank
Colorado
$3.38M +$131K +632 +4%
SWA
398
Sightline Wealth Advisors
Connecticut
$3.29M +$3.29M +15,929 New
CWM
399
Calamos Wealth Management
Illinois
$3.29M – – –
FUBT
400
First United Bank & Trust
Maryland
$3.28M +$619K +2,995 +23%
14 15
16
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