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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 %
AP
1051
Atwood & Palmer
Missouri
$213K – – –
TI
1052
Trexquant Investment
Connecticut
$212K -$2.16M -10,432 -91%
RA
1053
Riverstone Advisors
Texas
$211K +$211K +1,019 New
BIAS
1054
Beacon Investment Advisory Services
New Jersey
$211K +$211K +1,020 New
WWM
1055
Western Wealth Management
Colorado
$210K -$107K -520 -34%
YWP
1056
YorkBridge Wealth Partners
New York
$209K +$209K +1,010 New
CPWA
1057
Cerro Pacific Wealth Advisors
California
$208K +$208K +1,004 New
AA
1058
Argent Advisors
Louisiana
$207K +$207K +1,000 New
CGL
1059
Clarius Group LLC
Washington
$207K +$207K +1,000 New
CPA
1060
Court Place Advisors
Maryland
$207K +$207K +1,002 New
LWA
1061
Lineweaver Wealth Advisors
Ohio
$207K +$207K +1,002 New
PGIM
1062
Pacific Global Investment Management
California
$206K +$206K +995 New
EW
1063
Element Wealth
Mississippi
$205K – – –
VAS
1064
Vestmark Advisory Solutions
Massachusetts
$204K +$204K +988 New
MWP
1065
Madison Wealth Partners
Wisconsin
$203K +$203K +984 New
EPP
1066
ETF Portfolio Partners
Kansas
$202K +$202K +978 New
CL
1067
CPWM LLC
Washington
$201K +$201K +970 New
LFF
1068
Level Four Financial
Texas
$201K +$201K +972 New
LWP
1069
Laurel Wealth Planning
Minnesota
$200K +$200K +967 New
CCM
1070
Cribstone Capital Management
Maine
$198K -$19.2K -93 -9%
GSAM
1071
Grant Street Asset Management
Pennsylvania
$198K +$198K +957 New
SWM
1072
Sugarloaf Wealth Management
Georgia
$190K +$827 +4 +0.4%
CWM
1073
Cedar Wealth Management
California
$187K – – –
NSIM
1074
North Star Investment Management
Illinois
$183K +$120K +578 +188%
HFA
1075
Hoover Financial Advisors
Pennsylvania
$181K +$20.5K +96 +13%
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