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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 %
PCG
201
Private Capital Group
Connecticut
$9.19M -$307K -1,485 -3%
AAM
202
Ameraudi Asset Management
New York
$9.15M +$3.75M +18,141 +70%
UFA
203
US Financial Advisors
Massachusetts
$9.11M +$9.11M +44,055 New
BAMG
204
Brand Asset Management Group
Missouri
$9.1M -$113K -545 -1%
NA
205
NewEdge Advisors
Louisiana
$8.86M +$43.2K +209 +0.5%
BWM
206
Baystate Wealth Management
Massachusetts
$8.83M -$1.22M -5,891 -12%
SPP
207
Single Point Partners
Massachusetts
$8.8M +$240K +1,161 +3%
MCM
208
Manchester Capital Management
Vermont
$8.76M +$159K +771 +2%
VFP
209
Verus Financial Partners
Virginia
$8.74M +$8.45M +40,857 +2,948%
RWI
210
Red Wave Investments
Pennsylvania
$8.67M +$8.67M +41,923 New
CG
211
Caprock Group
Idaho
$8.62M +$77.1K +373 +0.9%
LNC
212
Lincoln National Corp
Pennsylvania
$8.61M +$1M +4,858 +13%
AAM
213
Autus Asset Management
Arizona
$8.59M -$1.3M -6,264 -13%
EIG
214
Ellenbecker Investment Group
Wisconsin
$8.58M -$3M -14,522 -26%
EWM
215
Evermay Wealth Management
Virginia
$8.57M -$258K -1,246 -3%
RWM
216
RKL Wealth Management
Pennsylvania
$8.51M -$409K -1,980 -5%
FNC
217
First National Corp
Massachusetts
$8.41M +$1.15M +5,542 +16%
AWM
218
AE Wealth Management
Kansas
$8.29M +$2.44M +11,788 +42%
KeyBank National Association
219
KeyBank National Association
Ohio
$8.18M +$203K +981 +3%
BP
220
BBR Partners
New York
$8.17M -$139K -671 -2%
ASN
221
Advisory Services Network
Georgia
$8.06M -$624K -3,020 -7%
Fiera Capital (Canada)
222
Fiera Capital (Canada)
Quebec, Canada
$8.03M -$3.72K -18 -0%
TCM
223
Twele Capital Management
Minnesota
$7.95M -$136K -657 -2%
SWP
224
Stratos Wealth Partners
Ohio
$7.94M -$123K -597 -2%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$7.9M – – –
7 8
9
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