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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 %
RIM
401
Rockbridge Investment Management
New York
$3.25M +$64.9K +314 +2%
KIA
402
KCM Investment Advisors
California
$3.25M +$17K +82 +0.5%
KPWS
403
Kestra Private Wealth Services
Texas
$3.24M +$799K +3,872 +33%
AFAS
404
Acorn Financial Advisory Services
Virginia
$3.23M +$1.02M +4,930 +46%
MCWS
405
McKinley Carter Wealth Services
West Virginia
$3.23M +$2.24M +10,814 +225%
DSC
406
Duncker Streett & Co
Missouri
$3.22M -$111K -538 -3%
TW
407
TrinityPoint Wealth
Connecticut
$3.21M -$11.6K -55 -0.4%
RC
408
Roundview Capital
New Jersey
$3.21M +$77.6K +375 +2%
SAM
409
Sawgrass Asset Management
Florida
$3.19M – – –
EWM
410
Echo Wealth Management
Minnesota
$3.18M +$3.18M +15,401 New
GC
411
Gilbert & Cook
Iowa
$3.17M -$650K -3,146 -17%
DWM
412
Doyle Wealth Management
Florida
$3.16M +$496K +2,400 +19%
IDA
413
Intelligence Driven Advisers
California
$3.14M -$53.6K -259 -2%
DSA
414
Droms Strauss Advisors
Missouri
$3.13M -$36.4K -176 -1%
WMG
415
WESCAP Management Group
California
$3.08M -$21.9K -106 -0.7%
RIA
416
Regal Investment Advisors
Michigan
$3.08M +$3.08M +14,885 New
MMA
417
Miracle Mile Advisors
California
$3.07M -$807K -3,900 -21%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$3.07M +$3.07M +14,827 New
SC
419
SouthState Corp
Florida
$3.05M +$25.4K +123 +0.8%
PJB
420
Paul John Balson
California
$3.05M +$358K +1,730 +13%
GRP
421
Global Retirement Partners
California
$3.04M +$53.1K +257 +2%
WCM
422
Windham Capital Management
Massachusetts
$3.01M – – –
CB
423
Commerce Bank
Missouri
$3M +$135K +655 +5%
SAM
424
S.A. Mason
Michigan
$3M +$271K +1,313 +10%
APA
425
American Portfolios Advisors
New York
$3M -$203K -983 -6%
15 16
17
18 19