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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
$3.95B
2
UBS Group
UBS Group
Switzerland
$2.01B
3
Bessemer Group
Bessemer Group
New Jersey
$230M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$398M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$86.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$775M
3
WANY
Wealthspire Advisors (New York)
New York
$6.42M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$25.4M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
51
BOK Financial Private Wealth
Colorado
$35.4M +$19.7M +120,084 +125%
EHPM
52
Emery Howard Portfolio Management
California
$34.6M +$384K +2,343 +1%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$34.2M -$486K -2,967 -1%
CA
54
Clearstead Advisors
Ohio
$32.4M +$761K +4,641 +2%
AssetMark Inc
55
AssetMark Inc
California
$32.4M -$244K -1,474 -0.7%
HWA
56
Heartwood Wealth Advisors
Virginia
$31M +$15.2M +156,207 +96%
HighTower Advisors
57
HighTower Advisors
Illinois
$30.6M +$4.56M +27,807 +17%
NFG
58
Nadler Financial Group
Illinois
$28.9M -$3.52M -21,485 -11%
RWMH
59
Riverpoint Wealth Management Holdings
Illinois
$28.7M +$1.32M +8,039 +5%
CI
60
CX Institutional
Indiana
$28.6M +$1.48M +9,009 +5%
TTWM
61
TCV Trust & Wealth Management
Virginia
$28M -$65.9K -402 -0.2%
ACM
62
Alpha Capital Management
Texas
$27.6M +$27.6M +168,142 New
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$27.6M +$2.93M +17,851 +12%
CWM
64
Connecticut Wealth Management
Connecticut
$26.9M +$451K +2,752 +2%
PIMG
65
Patriot Investment Management Group
Tennessee
$26.4M +$20K +122 +0.1%
PAI
66
Pittenger & Anderson Inc
Nebraska
$26.4M +$310K +1,893 +1%
FHA
67
First Horizon Advisors
Tennessee
$26.2M +$26.2K +160 +0.1%
DJSG
68
D.J. St. Germain
Massachusetts
$25.7M -$13.6K -83 -0.1%
EH
69
Equitable Holdings
New York
$25.6M +$308K +1,878 +1%
AWM
70
Altium Wealth Management
New York
$25.4M +$2.61M +15,920 +11%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$25.4M -$53.4M -325,987 -68%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$25.2M +$660K +4,017 +3%
NQWM
73
Northwest Quadrant Wealth Management
Oregon
$24.9M +$670K +4,150 +3%
CPIG
74
Chicago Partners Investment Group
Illinois
$24.8M +$290K +1,679 +1%
BPA
75
Beacon Pointe Advisors
California
$22.9M +$8.9M +54,307 +64%
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