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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 %
BCM
726
Brookstone Capital Management
Illinois
$747K +$24.4K +118 +3%
DWMG
727
DB Wealth Management Group
California
$739K +$739K +3,575 New
GG
728
Gofen & Glossberg
Illinois
$729K +$26.9K +130 +4%
WFA
729
Wellspring Financial Advisors
Ohio
$723K -$36.8K -178 -5%
WA
730
Wealth Architects
California
$719K -$9.93K -48 -1%
IWA
731
Inspirion Wealth Advisors
Illinois
$718K +$95.3K +461 +15%
SC
732
Scotia Capital
Ontario, Canada
$718K +$202K +976 +39%
BTW
733
Boston Trust Walden
Massachusetts
$717K +$72.3K +350 +11%
EWM
734
Empirical Wealth Management
Washington
$710K +$710K +3,435 New
CSPIA
735
Cary Street Partners Investment Advisory
Virginia
$708K -$53.5K -259 -7%
ACM
736
AlphaStar Capital Management
North Carolina
$708K -$47.4K -223 -6%
SW
737
SkyOak Wealth
Michigan
$707K -$2.07K -10 -0.3%
MCM
738
Mitchell Capital Management
Kansas
$707K – – –
EFG
739
Everhart Financial Group
Ohio
$701K +$701K +3,392 New
MA
740
MJP Associates
Connecticut
$700K +$700K +3,385 New
EFSCE
741
Enterprise Financial Services Corp (EFSC)
Missouri
$696K -$148K -718 -18%
SAS
742
Stelac Advisory Services
New York
$695K +$695K +3,362 New
FDCDDQ
743
Federation des caisses Desjardins du Quebec
Quebec, Canada
$694K +$10.3K +50 +2%
HWA
744
Heritage Wealth Advisors
Virginia
$692K +$1.45K +7 +0.2%
WF
745
Welch & Forbes
Massachusetts
$692K +$16.7K +81 +2%
KWM
746
Kingsview Wealth Management
Oregon
$692K +$287K +1,391 +71%
Deutsche Bank
747
Deutsche Bank
Germany
$691K – – –
SAS
748
Sanford Advisory Services
Michigan
$690K +$690K +3,339 New
TCA
749
Transcend Capital Advisors
New Jersey
$689K – – –
AUB
750
Atlantic Union Bankshares
Virginia
$676K +$15.1K +73 +2%
28 29
30
31 32