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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 %
PFO
201
Pathstone Family Office
New Jersey
$7.38M – – –
MCM
202
Manchester Capital Management
Vermont
$7.33M -$4.09M -23,229 -36%
SPP
203
Single Point Partners
Massachusetts
$7.3M +$27.5K +156 +0.4%
CG
204
Caprock Group
Idaho
$7.28M -$320K -1,816 -4%
WANY
205
Wealthspire Advisors (New York)
New York
$7.14M +$243K +1,378 +4%
BP
206
BBR Partners
New York
$7.08M +$4.21M +23,904 +147%
TCM
207
Twele Capital Management
Minnesota
$6.89M -$718K -4,076 -9%
SWP
208
Stratos Wealth Partners
Ohio
$6.87M -$416K -2,359 -6%
Fiera Capital (Canada)
209
Fiera Capital (Canada)
Quebec, Canada
$6.85M -$32.1K -182 -0.5%
KeyBank National Association
210
KeyBank National Association
Ohio
$6.8M +$1.6M +9,086 +31%
AW
211
Avion Wealth
Texas
$6.76M +$2.02M +11,445 +43%
PFA
212
Paradigm Financial Advisors
Missouri
$6.66M -$5.61M -31,837 -46%
MWM
213
McNaughton Wealth Management
California
$6.55M -$71K -403 -1%
LNC
214
Lincoln National Corp
Pennsylvania
$6.48M +$1.04M +5,880 +19%
MCM
215
Maryland Capital Management
Maryland
$6.44M -$118K -672 -2%
MNG
216
Manning & Napier Group
New York
$6.4M -$5.43M – –
CIC
217
Carnegie Investment Counsel
Ohio
$6.27M +$790K +4,479 +14%
FNFDCM
218
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.25M +$72.4K +411 +1%
WFM
219
Wolff Financial Management
Michigan
$6.19M -$117K -663 -2%
GLA
220
Good Life Advisors
Pennsylvania
$6.19M +$312K +1,768 +5%
HFRG
221
Houlihan Financial Resource Group
Virginia
$6.17M +$6.17M +32,015 New
TCM
222
TD Capital Management
Tennessee
$6.14M +$11.5K +65 +0.2%
WP
223
WMS Partners
Maryland
$6.14M -$426K -2,418 -6%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$6.14M -$3.14M – –
SPC
225
Sigma Planning Corp
Michigan
$6.13M +$913K +5,177 +17%
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9
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