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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 %
IFG
901
Investors Financial Group
Minnesota
$375K +$82.4K +398 +28%
ADL
902
Asset Dedication LLC
California
$374K +$412 +2 +0.1%
VFA
903
Valeo Financial Advisors
Indiana
$371K +$16.3K +79 +5%
GD
904
Grandfield & Dodd
New York
$370K +$7.28K +35 +2%
SAM
905
Summit Asset Management
Tennessee
$369K – – –
LWM
906
Lyell Wealth Management
California
$367K +$70.6K +342 +24%
SB
907
Sunflower Bank
Texas
$366K +$52.6K +254 +17%
WP
908
WealthShield Partners
North Carolina
$365K +$35K +169 +11%
SCA
909
Stokes Capital Advisors
South Carolina
$363K – – –
MSS
910
Mitchell Sinkler & Starr
Pennsylvania
$361K -$75.5K -365 -17%
NAM
911
NTV Asset Management
West Virginia
$360K – – –
WA
912
Wambolt & Associates
Colorado
$359K -$15.5K -75 -4%
STA
913
Summit Trail Advisors
New York
$357K – – –
NGA
914
Naples Global Advisors
Florida
$356K +$41.3K +200 +13%
NCM
915
Narwhal Capital Management
Georgia
$355K +$87.6K +424 +33%
MC
916
Moors & Cabot
Massachusetts
$354K +$413 +2 +0.1%
RWP
917
RWA Wealth Partners
Massachusetts
$352K -$7.03K -34 -2%
GIA
918
GHP Investment Advisors
Colorado
$351K -$15.3K -74 -4%
SPIO
919
Seven Post Investment Office
California
$351K +$351K +1,697 New
Lido Advisors
920
Lido Advisors
California
$349K -$853K -4,126 -71%
TVWM
921
Tower View Wealth Management
Wisconsin
$348K +$2.9K +14 +0.8%
CAM
922
Concorde Asset Management
Michigan
$348K +$13.4K +65 +4%
SFG
923
Sovereign Financial Group
Connecticut
$348K +$348K +1,683 New
CBT
924
Capital Bank & Trust
California
$346K +$346K +1,671 New
ACM
925
Ategra Capital Management
Virginia
$345K – – –
35 36
37
38 39