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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 %
SB
626
Strategic Blueprint
Georgia
$715K +$244K +1,386 +52%
RT
627
Rockland Trust
Massachusetts
$710K +$6.34K +36 +0.9%
LPT
628
Legacy Private Trust
Wisconsin
$705K – – –
RA
629
RFG Advisory
Alabama
$700K +$150K +848 +27%
CCT
630
Country Club Trust
Missouri
$699K +$19.4K +110 +3%
MAM
631
Marotta Asset Management
Virginia
$690K -$176 -1 -0%
BWM
632
Benchmark Wealth Management
Connecticut
$683K -$23.3K -132 -3%
AWS
633
AJ Wealth Strategies
New York
$681K – – –
SCG
634
Sonata Capital Group
Washington
$676K -$2.64K -15 -0.4%
TSWM
635
Triangle Securities Wealth Management
North Carolina
$674K -$61.7K -350 -8%
OA
636
Oxbow Advisors
Texas
$670K – – –
Susquehanna International Group
637
Susquehanna International Group
Pennsylvania
$667K +$262K +1,488 +65%
SWP
638
Summit Wealth Partners
Florida
$666K +$24.7K +140 +4%
IA
639
IFG Advisors
Missouri
$663K +$73K +414 +12%
MPCG
640
Matrix Private Capital Group
New York
$662K – – –
WJWM
641
Williams Jones Wealth Management
New York
$658K -$258K -1,463 -28%
CBN
642
Cadence Bank NA
Texas
$658K +$63.5K +360 +11%
SFA
643
Stewardship Financial Advisors
Georgia
$657K – – –
CPO
644
Cerity Partners OCIO
New York
$655K +$35.1K +199 +6%
LFS
645
Lutz Financial Services
Nebraska
$654K -$25K -142 -4%
TA
646
Trellis Advisors
Washington
$654K – – –
ACM
647
AlphaStar Capital Management
North Carolina
$653K +$49.8K +271 +8%
WIA
648
World Investment Advisors
California
$652K -$505K -2,864 -44%
BHIA
649
Birch Hill Investment Advisors
Massachusetts
$651K -$29.1K -165 -4%
SKK
650
Shepherd Kaplan Krochuk
Massachusetts
$651K +$35.3K +200 +6%
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26
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