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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 %
PAM
801
Peak Asset Management
Colorado
$307K +$307K +1,873 New
CA
802
Crewe Advisors
Utah
$305K – – –
IA
803
IFG Advisory
Georgia
$304K +$327 +2 +0.1%
SAM
804
Summit Asset Management
Tennessee
$302K -$40.9K -250 -12%
NAM
805
NTV Asset Management
West Virginia
$302K -$32.8K -200 -10%
MCM
806
Mengis Capital Management
Oregon
$301K – – –
ZIG
807
Zuckerman Investment Group
Illinois
$301K +$301K +1,835 New
ADL
808
Asset Dedication LLC
California
$298K -$2.3K -14 -0.8%
DWA
809
Douglass Winthrop Advisors
New York
$294K +$30.8K +188 +12%
FLI
810
Family Legacy Inc
South Carolina
$293K +$3.94K +24 +1%
HNB
811
Huntington National Bank
Ohio
$292K -$240K – –
CCT
812
Capital City Trust
Florida
$291K – – –
AP
813
Arlington Partners
Alabama
$290K – – –
AP
814
Americana Partners
Texas
$290K +$2.13K +13 +0.7%
SCA
815
Stokes Capital Advisors
South Carolina
$288K – – –
BFA
816
Beacon Financial Advisory
Ohio
$288K +$13.4K +82 +5%
NFG
817
NewFocus Financial Group
Washington
$286K -$45.6K -278 -14%
MC
818
Moors & Cabot
Massachusetts
$285K -$29.4K -177 -9%
QAM
819
QCI Asset Management
New York
$284K +$28K +171 +11%
SFP
820
Strategic Financial Partners
Oregon
$283K -$77.2K -470 -21%
GIA
821
GHP Investment Advisors
Colorado
$282K – – –
FANJ
822
Financial Architects (New Jersey)
New Jersey
$281K -$33.3K -203 -11%
9WM
823
9258 Wealth Management
Ohio
$280K – – –
KWM
824
Kingsview Wealth Management
Oregon
$277K -$29.3K -179 -10%
WA1
825
Wimmer Associates 1
California
$276K -$77.7K -437 -22%
31 32
33
34 35