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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 %
MWM
426
Modera Wealth Management
New Jersey
$1.94M +$82.4K +503 +4%
EFL
427
ERn Financial LLC
Wisconsin
$1.92M -$871K -5,317 -31%
AP
428
Appleton Partners
Massachusetts
$1.91M -$6.23K -38 -0.3%
AIM
429
Anchor Investment Management
South Carolina
$1.87M +$164 +1 +0%
BFG
430
Beacon Financial Group
Texas
$1.87M -$291K -1,804 -13%
PFG
431
PAX Financial Group
Texas
$1.86M -$375K -2,285 -17%
AIM
432
Aspen Investment Management
Michigan
$1.85M +$842K +5,134 +83%
FFW
433
Fusion Family Wealth
New York
$1.85M -$544K -3,316 -23%
WA
434
Wealth Alliance
New York
$1.85M +$378K +2,307 +26%
AO
435
Advisor OS
Illinois
$1.84M +$1.84M +11,207 New
CM
436
Columbus Macro
Pennsylvania
$1.81M – – –
CBFP
437
Cedar Brook Financial Partners
Ohio
$1.81M +$88.2K +538 +5%
GJIC
438
Gamble Jones Investment Counsel
California
$1.8M -$32.8K -200 -2%
CA
439
Cornerstone Advisory
Maryland
$1.8M +$341K +2,080 +23%
BIM
440
Bridges Investment Management
Nebraska
$1.79M +$84.4K +515 +5%
FNT
441
First National Trust
Pennsylvania
$1.79M +$13.8K +84 +0.8%
AWA
442
Arete Wealth Advisors
Illinois
$1.77M +$806K +4,918 +84%
KC
443
Kingfisher Capital
North Carolina
$1.74M -$366K -2,234 -17%
MIAN
444
Mariner Independent Advisor Network
Kansas
$1.74M -$359K -2,182 -17%
RWG
445
Regal Wealth Group
California
$1.72M – – –
DWM
446
Doyle Wealth Management
Florida
$1.72M +$831K +5,068 +93%
CI
447
Conning Inc
Connecticut
$1.72M +$115K +700 +7%
RWRC
448
R.W. Roge & Company
New York
$1.71M +$92.9K +567 +6%
Principal Financial Group
449
Principal Financial Group
Iowa
$1.71M -$3.88M -23,641 -69%
I
450
IberiaBank
Louisiana
$1.7M -$61.9K -378 -4%
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