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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 %
NGA
851
Naples Global Advisors
Florida
$250K +$492 +3 +0.2%
MG
852
McCutchen Group
Washington
$249K – – –
CFA
853
CWS Financial Advisors
Michigan
$249K +$1.81K +11 +0.7%
FPGK
854
Financial Partners Group (Kansas)
Kansas
$249K +$249K +1,517 New
WWM
855
Western Wealth Management
Colorado
$248K +$248K +1,508 New
PS
856
Portfolio Solutions
Michigan
$247K +$247K +1,507 New
LRPA
857
L. Roy Papp & Associates
Arizona
$246K +$246K +1,503 New
RVPG
858
Relative Value Partners Group
$245K -$27.8K -169 -10%
WA
859
WP Advisors
California
$245K +$245K +1,494 New
FPCM
860
Financial Partners Capital Management
New York
$244K +$244K +1,490 New
MCM
861
McMillion Capital Management
North Carolina
$243K +$11.6K +71 +5%
Members Trust
862
Members Trust
Florida
$242K +$242K +1,479 New
MWP
863
Meridian Wealth Partners
Pennsylvania
$241K +$66.6K +407 +38%
HGWM
864
Harvest Group Wealth Management
Massachusetts
$238K -$16.8K -103 -7%
MIM
865
Marco Investment Management
Georgia
$237K +$237K +1,444 New
NB
866
Nicolet Bankshares
Wisconsin
$236K -$66.6K -406 -22%
SAM
867
Silvercrest Asset Management
New York
$236K +$236K +1,442 New
LWM
868
Lyell Wealth Management
California
$235K -$19.3K -118 -8%
RMA
869
Roffman Miller Associates
Pennsylvania
$235K +$235K +1,434 New
EW
870
Evoke Wealth
California
$233K – – –
OC
871
Oarsman Capital
Wisconsin
$232K +$232K +1,413 New
IFG
872
Investors Financial Group
Minnesota
$232K +$232K +1,414 New
SBF
873
Sara-Bay Financial
Florida
$232K +$232K +1,414 New
AF
874
Arrow Financial
New York
$231K – – –
WEC
875
Winslow Evans & Crocker
Massachusetts
$228K -$112K -681 -33%
33 34
35
36 37