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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,055 hedge funds and large institutions have $22.5B invested in Vanguard Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 443 increasing their positions, 360 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+5
Holders Change %
+0.48%
% of All Funds
21.34%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
2.41%
New
69
Increased
443
Reduced
360
Closed
54
Calls
$8.1M
Puts
$19.5M
Net Calls
-$11.4M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$105M
2
Wells Fargo
Wells Fargo
California
+$94.4M
3
LFG
Larson Financial Group
Missouri
+$45.3M
4
UBS Group
UBS Group
Switzerland
+$37.6M
5
FCI
Financial Counselors Inc
Kansas
+$33M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$53.5M
3
Creative Planning
Creative Planning
Kansas
-$33.5M
4
HWA
Heartwood Wealth Advisors
Virginia
-$33.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
576
Peterson Wealth Advisors
Utah
$961K +$13.9K +79 +1%
FLA
577
Financial Life Advisors
Texas
$959K +$959K +5,445 New
SFPM
578
Sensible Financial Planning & Management
Massachusetts
$955K +$264K +1,496 +38%
IWM
579
IHT Wealth Management
Illinois
$947K +$183K +1,038 +24%
DI
580
Disciplined Investments
Oklahoma
$944K -$4.05K -23 -0.4%
ECM
581
EagleClaw Capital Management
Massachusetts
$943K – – –
SCA
582
Stillwater Capital Advisors
Pennsylvania
$941K – – –
BFO
583
Boston Family Office
Massachusetts
$934K – – –
SFWC
584
Strategic Family Wealth Counselors
New Jersey
$933K +$108K +614 +13%
MECA
585
Miller Equity Capital Advisors
Texas
$927K +$383K +2,173 +70%
HCMT
586
Highland Capital Management (Tennessee)
Tennessee
$922K +$19.6K +111 +2%
MFWM
587
Motley Fool Wealth Management
Virginia
$907K -$22.2K -126 -2%
CCG
588
Chatham Capital Group
Georgia
$905K +$3.53K +20 +0.4%
CFMC
589
Curbstone Financial Management Corp
New Hampshire
$899K – – –
SWM
590
Segment Wealth Management
Texas
$896K +$1.23K +7 +0.1%
UB
591
UMB Bank
Missouri
$895K – – –
NWP
592
Northstar Wealth Partners
Connecticut
$891K -$40.7K -231 -4%
BCP
593
Berkeley Capital Partners
Georgia
$890K -$772K -4,378 -46%
CIA
594
Covington Investment Advisors
Pennsylvania
$860K -$10.4K -59 -1%
WTB
595
Washington Trust Bank
Washington
$855K -$15K -85 -2%
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$850K +$67K +380 +9%
MCWS
597
McKinley Carter Wealth Services
West Virginia
$846K -$178K -1,008 -17%
SIC
598
Sigma Investment Counselors
Michigan
$841K -$1.76K -10 -0.2%
CF
599
Centaurus Financial
California
$835K -$20.1K -114 -2%
MJRIC
600
Mogy Joel R Investment Counsel
California
$833K -$26.4K -150 -3%
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