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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 %
CCM
551
Cribstone Capital Management
Maine
$944K -$599K -3,656 -39%
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$943K +$12.5K +76 +1%
HWMG
553
Hurlow Wealth Management Group
Indiana
$942K -$22.4K -136 -2%
KFGK
554
Keystone Financial Group (Kentucky)
Kentucky
$940K -$58.8K -359 -6%
FT
555
Fiduciary Trust
Massachusetts
$938K +$455K +2,777 +94%
HTC
556
Haverford Trust Company
Pennsylvania
$928K – – –
CAM
557
Covenant Asset Management
New Jersey
$921K -$83.8K -511 -8%
SIA
558
Soltis Investment Advisors
Utah
$911K -$415K -2,531 -31%
CFSG
559
Community Financial Services Group
Vermont
$911K -$6.4K -39 -0.7%
CAC
560
Certified Advisory Corp
Florida
$909K +$482K +2,943 +113%
CAM
561
Chandler Asset Management
California
$907K – – –
AR
562
Advisory Research
Illinois
$902K – – –
VIM
563
Vista Investment Management
Pennsylvania
$901K +$23.1K +141 +3%
ACM
564
Azimuth Capital Management
Michigan
$898K +$898K +5,480 New
UB
565
UMB Bank
Missouri
$895K -$333K -2,032 -27%
FLPIM
566
F.L. Putnam Investment Management
Massachusetts
$893K +$281K +1,714 +46%
DI
567
Disciplined Investments
Oklahoma
$882K +$70.2K +428 +9%
PWA
568
Peterson Wealth Advisors
Utah
$881K +$43.9K +268 +5%
CWM
569
Capital Wealth Management
Rhode Island
$880K +$92.4K +564 +12%
PWM
570
Perigon Wealth Management
California
$877K +$24.7K +151 +3%
SCA
571
Stillwater Capital Advisors
Pennsylvania
$875K -$335K -2,045 -28%
ECM
572
EagleClaw Capital Management
Massachusetts
$875K – – –
BFO
573
Boston Family Office
Massachusetts
$869K -$341K -2,080 -28%
AC
574
Apella Capital
Connecticut
$868K +$76.7K +468 +10%
NWP
575
Northstar Wealth Partners
Connecticut
$867K +$114K +698 +15%
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