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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 %
BW
551
Bison Wealth
Georgia
$1.61M +$7.03K +34 +0.4%
CHA
552
Carmichael Hill & Associates
Maryland
$1.6M +$13.2K +64 +0.8%
ECG
553
Edge Capital Group
Georgia
$1.58M +$4.14K +20 +0.3%
HB
554
Homrich & Berg
Georgia
$1.58M +$162K +784 +11%
LWMG
555
Levy Wealth Management Group
Pennsylvania
$1.57M +$1.57M +7,607 New
NWS
556
Newport Wealth Strategies
California
$1.55M – – –
BUB
557
BBVA USA Bancshares
Texas
$1.55M -$323K -1,564 -17%
CAGAS
558
Capital Advisory Group Advisory Services
Minnesota
$1.55M +$334K +1,616 +27%
CWMU
559
Caliber Wealth Management (Utah)
Utah
$1.53M +$1.53M +7,391 New
CHC
560
City Holding Co
West Virginia
$1.53M +$1.15M +5,540 +302%
PWMAG
561
Pinnacle Wealth Management Advisory Group
New Jersey
$1.52M +$2.07K +10 +0.1%
BSSFA
562
Baron Silver Stevens Financial Advisors
Florida
$1.51M +$1.51M +7,322 New
JFA
563
Johanson Financial Advisors
California
$1.51M +$129K +623 +9%
SWA
564
Sax Wealth Advisors
New Jersey
$1.51M +$1.51M +7,298 New
CPWM
565
Cypress Point Wealth Management
Texas
$1.5M +$1.5M +7,257 New
DHFB
566
Dixon Hubard Feinour & Brown
Virginia
$1.49M – – –
ACA
567
Affinity Capital Advisors
California
$1.48M -$4.14K -20 -0.3%
BRWA
568
B. Riley Wealth Advisors
Florida
$1.47M -$5.45M -26,342 -79%
AC
569
Apella Capital
Connecticut
$1.47M +$137K +662 +10%
HNW
570
High Note Wealth
Minnesota
$1.47M +$1.47M +7,119 New
FLI
571
Family Legacy Inc
South Carolina
$1.46M +$19K +92 +1%
RTS
572
Round Table Services
New Jersey
$1.45M +$97K +469 +7%
EA
573
Eclectic Associates
California
$1.45M +$1.45M +7,004 New
FC
574
Ferris Capital
Massachusetts
$1.44M +$61K +295 +4%
PPP
575
Private Portfolio Partners
New Jersey
$1.42M +$33.3K +161 +2%
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