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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 %
CWC
976
Carolinas Wealth Consulting
North Carolina
$46K +$165 +1 +0.4%
FA
977
Financial Advantage
Maryland
$45K – – –
DAC
978
Dividend Assets Capital
South Carolina
$43K +$1.81K +11 +4%
FWP
979
FAS Wealth Partners
Kansas
$41K -$988 -6 -2%
PWM
980
Provident Wealth Management
Tennessee
$41K +$41K +253 New
RCA
981
Rowland Carmichael Advisors
Arizona
$40K +$16.3K +100 +68%
APWM
982
Atlas Private Wealth Management
New York
$39K – – –
WCG
983
Weaver Consulting Group
California
$37K – – –
PP
984
Pacifica Partners
Canada
$37K +$162 +1 +0.4%
FRA
985
Front Row Advisors
California
$37K +$24.7K +150 +200%
CFG
986
CKW Financial Group
Hawaii
$36K – – –
DWA
987
Dougherty Wealth Advisers
Minnesota
$33K – – –
CFO
988
CVA Family Office
Colorado
$33K – – –
WT
989
Washington Trust
Rhode Island
$32K -$1.56M -9,763 -98%
JFGIW
990
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K -$72.3K -443 -70%
CAL
991
Capital Analysts LLC
Pennsylvania
$30K – – –
BA
992
Ballast Advisors
Minnesota
$30K – – –
PWP
993
Principle Wealth Partners
Connecticut
$30K +$30K +183 New
HF
994
Halpern Financial
Virginia
$29.5K -$19.7K -120 -40%
IWP
995
IAG Wealth Partners
Wisconsin
$28K – – –
WLPWM
996
Walled Lake Planning & Wealth Management
Illinois
$28K +$28K +169 New
1IA
997
1834 Investment Advisors
Wisconsin
$28K +$28K +173 New
CIM
998
Contravisory Investment Management
Massachusetts
$27K – – –
LWA
999
Lenox Wealth Advisors
New York
$27K – – –
BDWM
1000
Brewin Dolphin Wealth Management
Ireland
$25.4K – – –
38 39
40
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