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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
+$1.45B
2
UBS Group
UBS Group
Switzerland
+$547M
3
Bessemer Group
Bessemer Group
New Jersey
+$143M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$85.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$86M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$69.1M
3
WANY
Wealthspire Advisors (New York)
New York
-$54.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$53.4M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
751
Beaumont Asset Management
Texas
$369K +$369K +2,255 New
OPS
752
Orion Portfolio Solutions
Nebraska
$367K -$136K -830 -27%
OFG
753
Oxford Financial Group
Indiana
$365K – – –
OSAM
754
O'Shaughnessy Asset Management
Connecticut
$365K +$365K +2,228 New
KA
755
Kovack Advisors
Florida
$363K -$1.23M -7,483 -77%
FFC
756
First Financial Corp
Indiana
$361K -$158K -962 -30%
BWM
757
BerganKDV Wealth Management
Minnesota
$359K +$320K +1,952 +817%
RPWA
758
Regent Peak Wealth Advisors
Georgia
$358K -$135K -822 -27%
OPA
759
Old Port Advisors
Maine
$358K -$11.5K -70 -3%
PO
760
Private Ocean
California
$357K -$27.8K -170 -7%
VFA
761
Valeo Financial Advisors
Indiana
$357K +$310K +17,801 +662%
EAM
762
Evanson Asset Management
California
$356K – – –
BFA
763
Beaumont Financial Advisors
Massachusetts
$356K +$14.7K +90 +4%
ACA
764
Atlas Capital Advisors
Wyoming
$353K +$17.9K +109 +5%
SFG
765
SevenBridge Financial Group
Pennsylvania
$352K – – –
ACM
766
Allred Capital Management
Texas
$351K +$817 +5 +0.2%
GLLW
767
Graves Light Lenhart Wealth
Virginia
$350K +$350K +2,136 New
TIA
768
Traphagen Investment Advisors
New Jersey
$349K – – –
VWA
769
VERITY Wealth Advisors
United States
$349K – – –
SVWAG
770
Sound View Wealth Advisors Group
Georgia
$348K +$52.3K +319 +18%
QCG
771
Quadrant Capital Group
Ohio
$347K -$1.65M -10,045 -83%
Wealth Enhancement Advisory Services
772
Wealth Enhancement Advisory Services
Minnesota
$347K – – –
RBC
773
Roble Belko & Company
Pennsylvania
$344K – – –
SNBOSD
774
Security National Bank of So Dak
Iowa
$344K +$40.1K +245 +13%
Betterment LLC
775
Betterment LLC
New York
$343K +$343K +2,091 New
29 30
31
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