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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 %
GSWM
801
Golden State Wealth Management
California
$544K +$86.6K +419 +19%
AP
802
Americana Partners
Texas
$544K +$177K +857 +48%
CC
803
Courier Capital
New York
$538K +$81.3K +393 +18%
SFP
804
Sterling Financial Planning
New Jersey
$536K +$536K +2,590 New
ONST
805
Old North State Trust
North Carolina
$535K -$102K -493 -16%
MIM
806
Moseley Investment Management
Florida
$531K +$219K +1,057 +70%
HGWM
807
Horst & Graben Wealth Management
Oregon
$523K -$63.9K -309 -11%
OSAM
808
O'Shaughnessy Asset Management
Connecticut
$523K +$62.1K +300 +13%
CAG
809
Compass Advisory Group
New York
$520K +$520K +2,515 New
WAM
810
WNY Asset Management
New York
$516K +$516K +2,513 New
BAS
811
Brown Advisory Securities
Maryland
$515K +$13.9K +67 +3%
TNB
812
Thomasville National Bank
Georgia
$514K +$89.9K +435 +21%
QCG
813
Quadrant Capital Group
Ohio
$511K +$39.1K +189 +8%
IAP
814
Indie Asset Partners
Indiana
$500K -$62K -300 -11%
FNB
815
Farmers National Bank
Kentucky
$500K +$500K +2,417 New
LB
816
Leo Brokerage
Texas
$498K +$498K +2,410 New
PO
817
Private Ocean
California
$497K -$6.2K -30 -1%
DI
818
Diligent Investors
California
$496K +$827 +4 +0.2%
SFO
819
Stokes Family Office
Louisiana
$496K +$15.7K +76 +3%
PAM
820
Peak Asset Management
Colorado
$493K +$46.5K +225 +10%
GIA
821
Gladstone Institutional Advisory
Florida
$489K +$82.6K +399 +20%
SFG
822
StrategIQ Financial Group
Indiana
$488K -$74.1K -358 -13%
MWA
823
Moser Wealth Advisors
Washington
$486K – – –
IC
824
Intersect Capital
California
$485K -$247K -1,194 -34%
HS
825
Horan Securities
United States
$483K -$31.2K -151 -6%
31 32
33
34 35