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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 %
LPT
626
Legacy Private Trust
Wisconsin
$656K – – –
BWM
627
Benchmark Wealth Management
Connecticut
$656K +$8.19K +50 +1%
RT
628
Rockland Trust
Massachusetts
$655K -$10.8K -66 -2%
SWPG
629
Strategic Wealth Partners Group
Illinois
$650K – – –
SBSB
630
Sullivan, Bruyette, Speros & Blaney
Virginia
$649K +$46.4K +283 +8%
Financial Engines Advisors
631
Financial Engines Advisors
California
$648K -$57.5K -351 -8%
SFPM
632
Sensible Financial Planning & Management
Massachusetts
$643K +$643K +3,922 New
MAM
633
Marotta Asset Management
Virginia
$642K – – –
MMPW
634
Mitchell McLeod Pugh & Williams
Alabama
$640K +$15.1K +92 +2%
LSA
635
L & S Advisors
California
$640K +$640K +3,904 New
BHIA
636
Birch Hill Investment Advisors
Massachusetts
$633K – – –
AWS
637
AJ Wealth Strategies
New York
$633K +$343K +2,092 +118%
LFS
638
Lutz Financial Services
Nebraska
$632K -$1.57M -9,585 -71%
SCG
639
Sonata Capital Group
Washington
$631K – – –
CCA
640
Conservest Capital Advisors
Pennsylvania
$630K -$19.7K -120 -3%
SIA
641
Starfire Investment Advisers
Michigan
$627K +$627K +3,829 New
OA
642
Oxbow Advisors
Texas
$623K – – –
CCT
643
Country Club Trust
Missouri
$622K +$43.6K +270 +8%
MPCG
644
Matrix Private Capital Group
New York
$616K +$23.9K +146 +4%
SFA
645
Stewardship Financial Advisors
Georgia
$611K +$492 +3 +0.1%
TA
646
Trellis Advisors
Washington
$608K – – –
SWP
647
Summit Wealth Partners
Florida
$596K +$5.25K +32 +0.9%
CCFM
648
Clear Creek Financial Management
Washington
$593K +$338K +2,064 +133%
PWM
649
Paulson Wealth Management
Illinois
$588K -$35.9K -219 -6%
IC
650
Intersect Capital
California
$580K -$175K -1,068 -23%
24 25
26
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