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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,820 hedge funds and large institutions have $39.7B invested in Vanguard Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 753 increasing their positions, 581 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,820
Holders Change
+177
Holders Change %
+10.77%
% of All Funds
26.68%
Holding in Top 10
216
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.2%
% of All Funds
3.17%
New
268
Increased
753
Reduced
581
Closed
63
Calls
$27.8M
Puts
$6.84M
Net Calls
+$21M
Net Calls Change
+$8.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.72B
2
MIS
Morningstar Investment Services
Illinois
+$139M
3
Cerity Partners
Cerity Partners
New York
+$105M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$71.1M
5
OAM
Oppenheimer Asset Management
New York
+$62.4M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
-$68.4M
2
CA
Clearstead Advisors
Ohio
-$54.6M
3
Bank of America
Bank of America
North Carolina
-$35.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$32.7M
5
FSWA
Financial Synergies Wealth Advisors
Texas
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMP
226
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13.7M -$471K -2,025 -3%
RFS
227
Retirement Financial Solutions
Tennessee
$13.6M +$1.2M +5,140 +10%
ASI
228
Advisory Services & Investments
Oregon
$13.4M -$263K -1,130 -2%
MFGP
229
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.4M +$653K +2,808 +5%
AC
230
Abbrea Capital
California
$13.4M +$593K +2,550 +5%
AWE
231
Avidian Wealth Enterprises
Texas
$13.3M -$4.07M -17,478 -23%
HNB
232
Huntington National Bank
Ohio
$13.3M -$12M – –
RCA
233
Riverview Capital Advisers
Massachusetts
$13.3M +$1.54M +6,612 +13%
BFEC
234
Benjamin F. Edwards & Company
Missouri
$13.2M -$488K -2,097 -4%
TFP
235
TrueWealth Financial Partners
Washington
$13.1M +$115K +493 +0.9%
OC
236
Oppenheimer & Co
New York
$13.1M +$2.87M +12,343 +28%
VBWMG
237
Von Berge Wealth Management Group
California
$12.9M +$170K +742 +1%
SWP
238
Stratos Wealth Partners
Ohio
$12.8M -$764K -3,286 -6%
DADC
239
D.A. Davidson & Co
Montana
$12.8M +$1.32M +5,657 +12%
FFG
240
Frisch Financial Group
New York
$12.8M +$1.27M +5,456 +11%
FOFP
241
Fee-Only Financial Planning
South Carolina
$12.5M +$64.7K +278 +0.5%
IFPL
242
Investments & Financial Planning LLC
Kentucky
$12.4M +$8.21M +35,303 +195%
REMPR
243
Roof Eidam Maycock Peralta (REMP)
California
$12.4M +$237K +1,018 +2%
AAS
244
Ameritas Advisory Services
Nebraska
$12.3M -$600K -2,574 -5%
PS
245
Principal Securities
Iowa
$12.2M +$12.2M +52,617 New
TCM
246
Towneley Capital Management
California
$12.2M +$12.2M +52,505 New
CA
247
Crane Advisory
California
$12.2M +$459K +2,010 +4%
GVAG
248
Great Valley Advisor Group
Delaware
$12.2M -$804K -3,456 -6%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$12.2M +$12.1M +52,737 +9,969%
GA
250
Geller Advisors
New York
$11.9M – – –
8 9
10
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