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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,055 hedge funds and large institutions have $22.5B invested in Vanguard Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 443 increasing their positions, 360 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+5
Holders Change %
+0.48%
% of All Funds
21.34%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
2.41%
New
69
Increased
443
Reduced
360
Closed
54
Calls
$8.1M
Puts
$19.5M
Net Calls
-$11.4M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$105M
2
Wells Fargo
Wells Fargo
California
+$94.4M
3
LFG
Larson Financial Group
Missouri
+$45.3M
4
UBS Group
UBS Group
Switzerland
+$37.6M
5
FCI
Financial Counselors Inc
Kansas
+$33M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$53.5M
3
Creative Planning
Creative Planning
Kansas
-$33.5M
4
HWA
Heartwood Wealth Advisors
Virginia
-$33.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
1001
Washington Trust
Rhode Island
$35K – – –
JFGIW
1002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K – – –
AA
1003
Advisory Alpha
Michigan
$32K -$349K -1,897 -92%
BA
1004
Ballast Advisors
Minnesota
$32K – – –
HF
1005
Halpern Financial
Virginia
$31.7K – – –
IWP
1006
IAG Wealth Partners
Wisconsin
$30K – – –
LWA
1007
Lenox Wealth Advisors
New York
$29K – – –
BDWM
1008
Brewin Dolphin Wealth Management
Ireland
$27.3K – – –
LIA
1009
LS Investment Advisors
Michigan
$27K – – –
RCA
1010
Rowland Carmichael Advisors
Arizona
$26K -$17.8K -100 -41%
BCM
1011
Blume Capital Management
California
$24K – – –
APWA
1012
Atlas Private Wealth Advisors
New Jersey
$23K +$174 +1 +0.8%
KTC
1013
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
BWL
1014
Bogart Wealth LLC
Virginia
$22K – – –
PCWA
1015
Pacific Capital Wealth Advisors
California
$19K +$19K +106 New
AWM
1016
AllSquare Wealth Management
New York
$18K – – –
CAAS
1017
Capital Asset Advisory Services
Michigan
$18K – – –
FWM
1018
Filbrandt Wealth Management
Wisconsin
$18K – – –
HI
1019
Hudock Inc
Pennsylvania
$17K +$11.7K +67 +223%
YAL
1020
Your Advocates Ltd
Texas
$17K +$13.2K +76 +345%
SFG
1021
Sowa Financial Group
Rhode Island
$15K – – –
JWM
1022
Jeppson Wealth Management
California
$15K +$15K +84 New
GI
1023
Gradient Investments
Minnesota
$14K +$5.7K +33 +69%
SFSG
1024
Stearns Financial Services Group
North Carolina
$12K -$2.96K -17 -20%
CFN
1025
Cordasco Financial Network
Florida
$12K – – –
39 40
41
42 43