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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 %
CIC
251
Carnegie Investment Counsel
Ohio
$13M +$623K +2,495 +5%
GA
252
Geller Advisors
New York
$12.8M – – –
AllianceBernstein
253
AllianceBernstein
Tennessee
$12.7M +$107K +427 +0.8%
RA
254
Ruggaard & Associates
Ohio
$12.7M +$529K +2,119 +4%
FMWA
255
Forvis Mazars Wealth Advisors
Missouri
$12.7M +$2.04M +8,161 +19%
MMPW
256
Mitchell McLeod Pugh & Williams
Alabama
$12.6M +$1.96M +7,842 +18%
BAMG
257
Brand Asset Management Group
Missouri
$12.6M -$125K -502 -1%
LFA
258
Legend Financial Advisors
Pennsylvania
$12.6M +$443K +1,771 +4%
WWS
259
Wellington Wealth Strategies
Indiana
$12.6M +$12.6M +50,258 New
KWAG
260
Kiely Wealth Advisory Group
North Carolina
$12.5M +$261K +1,079 +2%
FCP
261
Fidelis Capital Partners
Florida
$12.5M +$2.43M +9,729 +24%
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$12.3M +$11.1M +45,260 +921%
JGIA
263
Jackson Grant Investment Advisers
Connecticut
$12.3M -$298K -1,192 -2%
UFA
264
US Financial Advisors
Massachusetts
$12.3M +$250K +999 +2%
TPCW
265
TD Private Client Wealth
New York
$12.2M +$350K +1,400 +3%
SAG
266
SageView Advisory Group
California
$12.2M +$11.6M +150,547 +1,948%
HC
267
Hillman Company
Pennsylvania
$12.1M +$6.96M +27,863 +136%
WF
268
Whelan Financial
California
$12M -$401K -1,603 -3%
JA
269
JVL Associates
Michigan
$12M -$4.25K -17 -0%
SWP
270
Stratos Wealth Partners
Ohio
$12M -$1.68M -6,737 -12%
GAM
271
Gemmer Asset Management
California
$11.9M -$117K -470 -1%
IHWM
272
Iron Horse Wealth Management
Iowa
$11.9M +$479K +1,919 +4%
CG
273
Caprock Group
Idaho
$11.9M +$1.22M +4,865 +11%
MCM
274
Manchester Capital Management
Vermont
$11.9M +$132K +528 +1%
GFWA
275
Grey Fox Wealth Advisors
Delaware
$11.9M +$1.15M +4,612 +11%
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