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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,854 hedge funds and large institutions have $41.1B invested in Vanguard Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 786 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,854
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.87%
Holding in Top 10
211
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.31%
% of All Funds
3.06%
New
135
Increased
786
Reduced
640
Closed
74
Calls
$55.7M
Puts
$50.9M
Net Calls
+$4.8M
Net Calls Change
-$16.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$250M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$146M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$104M
4
SW
Simplicity Wealth
New Jersey
+$88.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.72B
2
Cerity Partners
Cerity Partners
New York
-$1.44B
3
MIS
Morningstar Investment Services
Illinois
-$246M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
5
Charles Schwab
Charles Schwab
California
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
226
Nations Financial Group
Iowa
$14.7M -$711K -2,845 -5%
NAMP
227
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$14.6M -$76.2K -305 -0.5%
TCOTS
228
Trust Company of the South
North Carolina
$14.6M +$4.23M +16,924 +41%
TWC
229
TD Waterhouse Canada
Ontario, Canada
$14.6M +$1.35M +5,443 +10%
MFGP
230
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.6M +$170K +680 +1%
DADC
231
D.A. Davidson & Co
Montana
$14.6M +$875K +3,502 +6%
RCA
232
Riverview Capital Advisers
Massachusetts
$14.5M +$220K +882 +2%
IB
233
Intrust Bank
Kansas
$14.5M -$356K -1,425 -2%
HNB
234
Huntington National Bank
Ohio
$14.4M -$13.3M – –
TFP
235
TrueWealth Financial Partners
Washington
$14.3M +$261K +1,044 +2%
CA
236
Crane Advisory
California
$14.2M +$1.19M +4,885 +9%
AAS
237
Ameritas Advisory Services
Nebraska
$14.1M +$1M +4,057 +8%
FFG
238
Frisch Financial Group
New York
$14M +$358K +1,434 +3%
GVAG
239
Great Valley Advisor Group
Delaware
$14M +$927K +3,711 +7%
AFS
240
Annapolis Financial Services
Maryland
$14M -$2.48M -9,920 -15%
JBA
241
Johnson Bixby & Associates
Washington
$13.7M +$13.2M +52,756 +2,351%
IFPL
242
Investments & Financial Planning LLC
Kentucky
$13.5M +$201K +804 +2%
CWA
243
Core Wealth Advisors
Florida
$13.4M +$802K +3,211 +6%
BFEC
244
Benjamin F. Edwards & Company
Missouri
$13.3M -$822K -3,288 -6%
FOFP
245
Fee-Only Financial Planning
South Carolina
$13.3M -$142K -567 -1%
ETC
246
Exchange Traded Concepts
Oklahoma
$13.3M -$12.2M -48,669 -48%
AWE
247
Avidian Wealth Enterprises
Texas
$13.3M -$1.01M -4,057 -7%
REMPR
248
Roof Eidam Maycock Peralta (REMP)
California
$13.3M -$3.75K -15 -0%
TCM
249
Towneley Capital Management
California
$13.1M -$34.2K -137 -0.3%
ZF
250
Zhang Financial
Michigan
$13.1M +$1.58M +6,306 +14%
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