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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 %
W
151
Wealthquest
Ohio
$10.6M +$609K +3,453 +6%
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$10.5M -$407K -2,311 -4%
NAMP
153
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.4M -$220K -1,250 -2%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.3M -$40.4K -229 -0.4%
MA
155
Montag & Associates
Georgia
$10.1M -$379K -2,150 -4%
FFG
156
Frisch Financial Group
New York
$10.1M +$30.1K +171 +0.3%
EIG
157
Ellenbecker Investment Group
Wisconsin
$9.88M -$2.82M -16,005 -22%
GT
158
Glenview Trust
Kentucky
$9.71M +$30.7K +174 +0.3%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$9.66M -$1.1M -6,265 -10%
WIC
160
Woodmont Investment Counsel
Tennessee
$9.59M +$31.7K +180 +0.3%
UBV
161
United Bank (Virginia)
Virginia
$9.57M +$15K +85 +0.2%
CB
162
Cadence Bank
Mississippi
$9.56M +$467K +2,648 +5%
SWM
163
SVA Wealth Management
Wisconsin
$9.49M -$237K -1,344 -2%
SIC
164
Salem Investment Counselors
North Carolina
$9.46M +$88K +499 +0.9%
LWAC
165
Laurel Wealth Advisors (California)
California
$9.39M +$3.82M +21,674 +69%
JGIA
166
Jackson Grant Investment Advisers
Connecticut
$9.27M +$64.9K +368 +0.7%
TWA
167
Tillar-Wenstrup Advisors
Ohio
$9.25M -$424K -2,408 -4%
CCM
168
Covington Capital Management
California
$9.24M +$319K +1,811 +4%
CRC
169
Curi RMB Capital
Illinois
$9.03M +$59.9K +340 +0.7%
MAM
170
Marquette Asset Management
Minnesota
$8.93M +$5.5M +31,219 +161%
CCM
171
Condor Capital Management
New Jersey
$8.87M +$33.7K +191 +0.4%
SRC
172
Sage Rhino Capital
California
$8.85M +$72.4K +411 +0.8%
AIM
173
Acropolis Investment Management
Missouri
$8.78M -$767K -4,354 -8%
JFA
174
JNBA Financial Advisors
Minnesota
$8.7M -$165K -936 -2%
BWM
175
Baystate Wealth Management
Massachusetts
$8.57M -$738K -4,189 -8%
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