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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 %
SFPM
651
Sensible Financial Planning & Management
Massachusetts
$1.03M -$94.7K -458 -8%
SB
652
Strategic Blueprint
Georgia
$1.02M +$182K +878 +22%
CPO
653
Cerity Partners OCIO
New York
$1.02M +$252K +1,217 +33%
DI
654
Disciplined Investments
Oklahoma
$1.01M -$94K -455 -8%
BCP
655
Berkeley Capital Partners
Georgia
$1.01M -$34.9K -169 -3%
LWM
656
Laidlaw Wealth Management
New York
$1M +$1M +4,858 New
CBN
657
Cadence Bank NA
Texas
$982K +$210K +1,017 +27%
WA
658
WBH Advisory
Maryland
$978K +$47.2K +219 +5%
MJRIC
659
Mogy Joel R Investment Counsel
California
$977K – – –
HPC
660
HM Payson & Co
Maine
$973K – – –
AF
661
Advisornet Financial
Minnesota
$971K -$500K -2,417 -34%
CWM
662
Cornerstone Wealth Management
Missouri
$970K +$20.7K +100 +2%
ZF
663
Zhang Financial
Michigan
$965K +$32.4K +157 +3%
GWM
664
Geneos Wealth Management
Colorado
$957K +$846K +28,116 +761%
CFA
665
Carroll Financial Associates
North Carolina
$956K +$46.9K +227 +5%
AWA
666
Alta Wealth Advisors
Massachusetts
$955K +$955K +4,616 New
WTB
667
Washington Trust Bank
Washington
$947K -$55.4K -268 -6%
SIS
668
SVB Investment Services
Utah
$944K -$18.4K -89 -2%
B
669
Bailard
California
$942K +$700K +3,386 +289%
BFA
670
Beacon Financial Advisory
Ohio
$935K +$571K +2,762 +157%
CFMC
671
Curbstone Financial Management Corp
New Hampshire
$930K -$124K -600 -12%
GWAM
672
Guardian Wealth Advisors (Minnesota)
Minnesota
$925K +$925K +4,473 New
Neuberger Berman Group
673
Neuberger Berman Group
New York
$921K +$194K +938 +27%
CCT
674
Country Club Trust
Missouri
$920K +$102K +493 +12%
BWP
675
BSW Wealth Partners
Colorado
$916K -$11.6K -56 -1%
25 26
27
28 29