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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
$694M
3
ECM
ExodusPoint Capital Management
New York
$82.7M
4
WANY
Wealthspire Advisors (New York)
New York
$79.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$427M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.21B
2
Bessemer Group
Bessemer Group
New Jersey
$114M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$901M
4
Bank of America
Bank of America
North Carolina
$2.77B
5
CIAS
CBIZ Investment Advisory Services
Ohio
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$110M +$13.1M +63,152 +14%
Osaic Holdings
27
Osaic Holdings
Arizona
$107M -$5.93M -28,664 -5%
MIS
28
Morningstar Investment Services
Illinois
$106M -$6.94M -33,582 -6%
Stifel Financial
29
Stifel Financial
Missouri
$99.3M +$10.4M +50,356 +12%
FCI
30
Financial Counselors Inc
Kansas
$93.1M +$6.69M +32,353 +8%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$88.7M +$1.48M +7,144 +2%
ECM
32
ExodusPoint Capital Management
New York
$82.7M +$82.7M +400,000 New
MRC
33
Millburn Ridgefield Corp
New York
$82.2M -$15.1M -72,875 -15%
CCA
34
Catalyst Capital Advisors
New York
$82.1M -$15.1M -72,985 -16%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$80.5M +$8.15M +39,397 +11%
WANY
36
Wealthspire Advisors (New York)
New York
$79.4M +$71M +343,252 +847%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$72.8M +$1.44M +6,953 +2%
CFB
38
Cullen/Frost Bankers
Texas
$69M +$3.2M +15,480 +5%
Goldman Sachs
39
Goldman Sachs
New York
$67.7M +$8.05M +38,910 +13%
RJA
40
Raymond James & Associates
Florida
$67.4M +$7.15M +34,561 +12%
PFO
41
Pathstone Family Office
New Jersey
$64.7M +$56.1M +271,230 +648%
CIAS
42
CBIZ Investment Advisory Services
Ohio
$62.2M -$55.1M – –
Baird Financial Group
43
Baird Financial Group
Wisconsin
$60.8M +$2.14M +10,363 +4%
NNP
44
Nachman Norwood & Parrott
South Carolina
$60.6M +$103K +500 +0.2%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$57.6M -$1.76M -8,521 -3%
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$57.5M -$749K -3,624 -1%
LFG
47
Larson Financial Group
Missouri
$57.3M +$3.89M +18,794 +7%
JIC
48
Joel Isaacson & Co
New York
$55.7M +$610K +2,952 +1%
MML Investors Services
49
MML Investors Services
Massachusetts
$55.4M -$2.3M -11,103 -4%
ST
50
Smithfield Trust
Pennsylvania
$52.7M -$653K -3,159 -1%
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