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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 %
VBFP
951
Valtinson Bruner Financial Planning
Minnesota
$312K +$69.7K +329 +29%
SIAG
952
Safeguard Investment Advisory Group
California
$312K +$312K +1,508 New
MCM
953
McMillion Capital Management
North Carolina
$311K – – –
KW
954
KWB Wealth
California
$311K +$311K +1,506 New
CT
955
Columbia Trust
Oregon
$310K +$310K +1,500 New
PWA
956
Physician Wealth Advisors
Utah
$309K +$1.1K +5 +0.4%
FPCM
957
Financial Partners Capital Management
New York
$308K – – –
EP
958
Eudaimonia Partners
Tennessee
$308K -$2.49K -12 -0.8%
MP
959
McDonald Partners
Ohio
$308K +$308K +1,488 New
RVPG
960
Relative Value Partners Group
$307K -$2.27K -11 -0.7%
GEA
961
Glen Eagle Advisors
New Jersey
$307K +$38.2K +185 +14%
FPGK
962
Financial Partners Group (Kansas)
Kansas
$306K -$20.2K -94 -6%
FCBT
963
First Citizens Bank & Trust
North Carolina
$303K +$15.3K +74 +5%
IA
964
IFG Advisory
Georgia
$302K -$56.7K -274 -16%
HGWM
965
Harvest Group Wealth Management
Massachusetts
$302K +$1.03K +5 +0.3%
EW
966
Evoke Wealth
California
$302K +$8.27K +40 +3%
WA
967
WP Advisors
California
$301K +$2.48K +12 +0.8%
LRPA
968
L. Roy Papp & Associates
Arizona
$298K – – –
CFG
969
Cooper Financial Group
California
$298K +$298K +1,442 New
LNB
970
Ledyard National Bank
$296K -$40.1K -194 -12%
WA1
971
Wimmer Associates 1
California
$296K – – –
HAS
972
HBW Advisory Services
California
$296K +$13K +63 +5%
BI
973
Blooom Inc
Kansas
$295K +$295K +1,153 New
MIA
974
MainStreet Investment Advisors
Illinois
$292K -$21.7K -105 -7%
RMAM
975
Raab & Moskowitz Asset Management
New Jersey
$287K -$6.19K -30 -2%
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