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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 %
AWAP
826
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$483K +$483K +2,336 New
KLI
827
Kelman-Lazarov Inc
Tennessee
$482K – – –
FMBTD
828
First Midwest Bank Trust Division
Illinois
$481K -$35.7K -173 -7%
PFWA
829
Paces Ferry Wealth Advisors
Georgia
$480K – – –
FRA
830
Frank Rimerman Advisors
California
$479K +$479K +2,315 New
OFG
831
Omega Financial Group
California
$477K +$2.69K +13 +0.6%
NS
832
Newman & Schimel
Illinois
$477K +$477K +2,309 New
RPWA
833
Regent Peak Wealth Advisors
Georgia
$476K +$23.4K +113 +5%
AWM
834
Accel Wealth Management
Iowa
$476K +$476K +2,300 New
TCM
835
Tradewinds Capital Management
Washington
$475K -$51.7K -250 -10%
CCA
836
Checchi Capital Advisers
California
$472K +$83.5K +404 +21%
BAM
837
Beaumont Asset Management
Texas
$468K +$2.48K +12 +0.5%
RIA
838
Realta Investment Advisors
Delaware
$466K +$69.8K +338 +18%
SFM
839
Signet Financial Management
New Jersey
$460K -$9.71K -47 -2%
EWA
840
EP Wealth Advisors
California
$459K +$42.3K +205 +10%
AMCA
841
Arthur M. Cohen & Associates
Illinois
$457K -$53.5K -259 -10%
EAM
842
Evanson Asset Management
California
$452K -$1.45K -7 -0.3%
ACA
843
Atlas Capital Advisors
Wyoming
$452K +$61.6K +298 +16%
OPA
844
Old Port Advisors
Maine
$451K – – –
SFG
845
SevenBridge Financial Group
Pennsylvania
$446K +$828 +4 +0.2%
ACM
846
Allred Capital Management
Texas
$445K +$1.03K +5 +0.2%
AWA
847
Acorn Wealth Advisors
Michigan
$443K +$112K +540 +34%
VWA
848
VERITY Wealth Advisors
United States
$442K +$1.86K +9 +0.4%
BOS
849
Bingham Osborn & Scarborough
California
$441K +$441K +2,132 New
TIA
850
Traphagen Investment Advisors
New Jersey
$441K – – –
32 33
34
35 36