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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 %
PA
51
Paracle Advisors
Washington
$50.8M +$187K +904 +0.4%
V
52
Veritable
Delaware
$50.7M -$1.28M -6,187 -2%
BPA
53
Beacon Pointe Advisors
California
$49.4M +$15M +72,479 +43%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$47.3M +$942K +4,558 +2%
EHPM
55
Emery Howard Portfolio Management
California
$45M +$739K +3,573 +2%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$43.6M -$201K -973 -0.5%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$42.8M +$5.84M +28,254 +16%
CA
58
Clearstead Advisors
Ohio
$42.3M +$2.47M +11,930 +6%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$41.2M +$2.03M +9,802 +5%
AssetMark Inc
60
AssetMark Inc
California
$40.9M -$112K -541 -0.3%
CI
61
CX Institutional
Indiana
$40.2M +$3.4M +16,467 +9%
KAS
62
Kestra Advisory Services
Texas
$39.4M +$16.2M +78,514 +70%
NFG
63
Nadler Financial Group
Illinois
$39.1M +$2.08M +10,069 +6%
BFPW
64
BOK Financial Private Wealth
Colorado
$38.5M -$5.26M -25,427 -12%
RWMH
65
Riverpoint Wealth Management Holdings
Illinois
$36.7M -$3.52K -17 -0%
NQWM
66
Northwest Quadrant Wealth Management
Oregon
$35M +$2.6M +12,598 +8%
TTWM
67
TCV Trust & Wealth Management
Virginia
$34.4M -$596K -2,884 -2%
PAI
68
Pittenger & Anderson Inc
Nebraska
$34.1M +$492K +2,380 +1%
CWM
69
Connecticut Wealth Management
Connecticut
$33.8M +$11.2K +54 +0%
CPIG
70
Chicago Partners Investment Group
Illinois
$33.4M +$1.72M +8,037 +5%
DJSG
71
D.J. St. Germain
Massachusetts
$33M +$586K +2,833 +2%
FHA
72
First Horizon Advisors
Tennessee
$32.2M +$93.9K +454 +0.3%
AWM
73
Altium Wealth Management
New York
$31.7M -$78.6K -380 -0.2%
EH
74
Equitable Holdings
New York
$31.4M -$557K -2,693 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31M +$31M +150,000 New
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3
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