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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 %
CC
1026
Cadinha & Co
Hawaii
$238K – – –
AW
1027
ACG Wealth
Georgia
$238K – – –
RFA
1028
Reilly Financial Advisors
California
$235K -$12K -58 -5%
BAM
1029
Barrett Asset Management
New York
$235K – – –
GAM
1030
Grandview Asset Management
Pennsylvania
$232K +$232K +1,122 New
UAS
1031
United Asset Strategies
New York
$231K -$5.38K -26 -2%
TWM
1032
Titus Wealth Management
California
$230K -$15.7K -76 -6%
NCM
1033
Northwest Capital Management
Oregon
$230K +$230K +1,112 New
TCOO
1034
Trust Company of Oklahoma
Oklahoma
$230K +$230K +1,111 New
State Street
1035
State Street
Massachusetts
$228K -$14.9K -72 -6%
FBC
1036
Fairfield, Bush & Co
Connecticut
$228K +$228K +1,103 New
MPW
1037
Monterey Private Wealth
California
$228K +$228K +1,104 New
CAL
1038
Capital Advisors Ltd
Ohio
$225K – – –
CL
1039
COWA LLC
Oklahoma
$225K +$225K +1,090 New
RMCM
1040
Reynders McVeigh Capital Management
Massachusetts
$224K -$15.9K -77 -7%
MAM
1041
McLean Asset Management
Virginia
$222K +$222K +1,076 New
FEG
1042
Financial Enhancement Group
Indiana
$221K -$7.02K -34 -3%
TCWA
1043
Ten Capital Wealth Advisors
Washington
$221K +$221K +1,067 New
HWA
1044
HHM Wealth Advisors
Tennessee
$220K – – –
BCA
1045
Bay Colony Advisors
Massachusetts
$220K +$220K +1,062 New
FMII
1046
Farmers & Merchants Investments Inc
Nebraska
$219K +$15.5K +75 +8%
NB
1047
NBT Bank
New York
$218K +$218K +1,054 New
WTFG
1048
Wells Trecaso Financial Group
Ohio
$215K +$215K +1,040 New
LNWTC
1049
Laird Norton Wetherby Trust Company
Washington
$214K +$214K +1,033 New
MCM
1050
Murphy Capital Management
New Jersey
$214K +$214K +1,037 New
40 41
42
43 44