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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 %
APG
976
Abacus Planning Group
South Carolina
$287K – – –
EBT
977
Enterprise Bank & Trust
Massachusetts
$287K – – –
PFSC
978
Peoples Financial Services Corp
Pennsylvania
$286K +$51.8K +250 +22%
PL
979
Parthenon LLC
Kentucky
$286K +$286K +1,381 New
AFG
980
Allegheny Financial Group
Pennsylvania
$286K +$286K +1,382 New
9WM
981
9258 Wealth Management
Ohio
$285K -$5.99K -29 -2%
GKWIM
982
Gerber Kawasaki Wealth & Investment Management
California
$282K +$282K +1,367 New
WCWM
983
Willow Creek Wealth Management
California
$279K – – –
CC
984
Claybrook Capital
Massachusetts
$279K – – –
1SB
985
1ST Source Bank
Indiana
$279K +$279K +1,350 New
CAM
986
Congress Asset Management
Massachusetts
$277K – – –
OPCM
987
Osborne Partners Capital Management
California
$277K +$277K +1,339 New
IIC
988
Ironwood Investment Counsel
Arizona
$275K +$620 +3 +0.2%
FWM
989
Frontier Wealth Management
Missouri
$274K -$140K -678 -34%
NSB
990
Norway Savings Bank
Maine
$274K +$56.9K +275 +26%
MIM
991
Marco Investment Management
Georgia
$273K – – –
RA
992
Rodgers & Associates
Pennsylvania
$273K +$273K +1,322 New
RWA
993
River Wealth Advisors
Pennsylvania
$272K +$10.3K +50 +4%
PA
994
Parkside Advisors
California
$271K +$9.32K +45 +4%
RPGK
995
Retirement Planning Group (Kansas)
Kansas
$270K +$270K +1,305 New
OWM
996
Orgel Wealth Management
Wisconsin
$267K – – –
OC
997
Oarsman Capital
Wisconsin
$266K -$13.8K -67 -5%
FFA
998
Founders Financial Alliance
North Carolina
$266K +$1.24K +6 +0.5%
MWM
999
Madison Wealth Management
Ohio
$266K +$26.9K +130 +11%
GW
1000
GW & Wade
Massachusetts
$265K +$265K +1,282 New
38 39
40
41 42