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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 %
MMPW
601
Mitchell McLeod Pugh & Williams
Alabama
$831K +$142K +805 +21%
HPC
602
HM Payson & Co
Maine
$829K +$11.5K +65 +1%
FA
603
Faithward Advisors
Pennsylvania
$827K -$46.7K -265 -5%
FFA
604
Fragasso Financial Advisors
Pennsylvania
$821K +$10.8K +61 +1%
SIS
605
SVB Investment Services
Utah
$821K +$86.6K +491 +12%
CWM
606
Cornerstone Wealth Management
Missouri
$809K -$53K -301 -6%
5L
607
55I LLC
Massachusetts
$808K -$688K -3,903 -46%
SBSB
608
Sullivan, Bruyette, Speros & Blaney
Virginia
$798K +$101K +572 +14%
ZF
609
Zhang Financial
Michigan
$795K -$30K -170 -4%
LFA
610
Lighthouse Financial Advisors
Maryland
$792K +$226K +1,281 +40%
BWP
611
BSW Wealth Partners
Colorado
$791K -$47.8K -271 -6%
ACP
612
Ashfield Capital Partners
California
$777K +$238K +1,349 +44%
CFA
613
Carroll Financial Associates
North Carolina
$775K -$9.34K -53 -1%
Financial Engines Advisors
614
Financial Engines Advisors
California
$773K +$76K +431 +11%
GLA
615
Great Lakes Advisors
Illinois
$770K – – –
WA
616
WBH Advisory
Maryland
$761K +$529 +3 +0.1%
PAM
617
Private Asset Management
California
$760K +$38.2K +217 +5%
CT
618
Cambridge Trust
Massachusetts
$755K +$12.7K +72 +2%
STB
619
S&T Bank
Pennsylvania
$750K +$335K +1,899 +81%
BFA
620
Bluestem Financial Advisors
Illinois
$736K +$2.82K +16 +0.4%
DFA
621
Delta Financial Advisors
Louisiana
$726K -$1.59K -9 -0.2%
CL
622
Choreo LLC
Illinois
$722K +$8.64K +49 +1%
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$720K -$74.9K -425 -9%
CCA
624
Conservest Capital Advisors
Pennsylvania
$718K +$40K +227 +6%
WCM
625
WealthBridge Capital Management
Ohio
$716K -$17.5K -99 -2%
23 24
25
26 27