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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 %
BAMG
251
Brand Asset Management Group
Missouri
$11.9M +$169K +728 +1%
CA
252
CoreCap Advisors
Michigan
$11.9M -$151K -648 -1%
KWAG
253
Kiely Wealth Advisory Group
North Carolina
$11.8M +$11.8M +50,776 New
AllianceBernstein
254
AllianceBernstein
Tennessee
$11.8M -$3.61M -15,515 -23%
JGIA
255
Jackson Grant Investment Advisers
Connecticut
$11.7M -$80K -344 -0.7%
FNC
256
First National Corp
Massachusetts
$11.7M +$77.5K +333 +0.7%
CWA
257
Core Wealth Advisors
Florida
$11.7M +$462K +1,984 +4%
SRC
258
Shufro Rose & Co
New York
$11.7M -$99.5K -478 -0.8%
WF
259
Whelan Financial
California
$11.6M -$242K -1,040 -2%
CIC
260
Carnegie Investment Counsel
Ohio
$11.5M +$860K +3,698 +8%
HWM
261
Horizons Wealth Management
North Carolina
$11.5M +$170K +729 +1%
NFW
262
Noble Family Wealth
Florida
$11.5M +$213K +915 +2%
DC
263
Dorval Corp
Minnesota
$11.4M +$11.4M +48,995 New
LFA
264
Legend Financial Advisors
Pennsylvania
$11.3M +$196K +843 +2%
RA
265
Ruggaard & Associates
Ohio
$11.3M +$710K +3,054 +7%
GAM
266
Gemmer Asset Management
California
$11.2M +$643K +2,762 +6%
UFA
267
US Financial Advisors
Massachusetts
$11.2M +$481K +2,069 +4%
JA
268
JVL Associates
Michigan
$11.2M +$435K +1,870 +4%
TPCW
269
TD Private Client Wealth
New York
$11M +$1.2M +5,176 +12%
LIA
270
LBMC Investment Advisors
Tennessee
$11M +$670K +2,880 +6%
MCM
271
Manchester Capital Management
Vermont
$10.9M -$124K -535 -1%
LBC
272
Lowe Brockenbrough & Co
Virginia
$10.9M +$1.11M +4,763 +11%
RWI
273
Red Wave Investments
Pennsylvania
$10.7M +$40.5K +174 +0.4%
AHC
274
Anderson Hoagland & Co
Missouri
$10.7M +$3.87K +17 +0%
ZF
275
Zhang Financial
Michigan
$10.7M +$476K +2,046 +5%
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