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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 %
HFW
276
Horizon Family Wealth
Illinois
$10.7M -$42.3K -182 -0.4%
IHWM
277
Iron Horse Wealth Management
Iowa
$10.6M +$405K +1,740 +4%
CIAS
278
Capital Investment Advisory Services
North Carolina
$10.6M +$6.71M +28,831 +172%
AGA
279
Arkos Global Advisors
Texas
$10.5M -$209K -900 -2%
DAS
280
Dynamic Advisor Solutions
Arizona
$10.4M +$1.8M +7,893 +21%
BONH
281
Bank of New Hampshire
New Hampshire
$10.4M -$91.2K -392 -0.9%
AW
282
Avion Wealth
Texas
$10.2M -$179K -768 -2%
KFP
283
KMG Fiduciary Partners
Ohio
$10.1M +$47.7K +205 +0.5%
MWM
284
McNaughton Wealth Management
California
$10.1M +$503K +2,164 +5%
TA
285
TruWealth Advisors
Louisiana
$10M -$75.1K -323 -0.7%
CP
286
Capital Planning
Washington
$10M +$934K +4,013 +10%
AAM
287
Ameraudi Asset Management
New York
$10M +$1.22M +5,226 +14%
GFWA
288
Grey Fox Wealth Advisors
Delaware
$9.96M +$885K +3,804 +10%
Principal Financial Group
289
Principal Financial Group
Iowa
$9.96M +$2.99M +12,858 +43%
PA
290
Pinnacle Associates
New York
$9.96M +$220K +945 +2%
CG
291
Caprock Group
Idaho
$9.94M +$187K +803 +2%
MMPW
292
Mitchell McLeod Pugh & Williams
Alabama
$9.94M +$1.1M +4,730 +12%
FMWA
293
Forvis Mazars Wealth Advisors
Missouri
$9.89M -$735K -3,161 -7%
GA
294
Greytown Advisors
Florida
$9.8M -$1.03M -4,432 -10%
DK
295
David Kennon
Florida
$9.78M -$61.9K -266 -0.6%
GL
296
Graypoint LLC
New York
$9.77M -$5.35K -23 -0.1%
AWA
297
Arkadios Wealth Advisors
Georgia
$9.75M +$1.39M +5,958 +17%
BCP
298
Berkeley Capital Partners
Georgia
$9.7M +$3.06M +13,142 +46%
SCA
299
Sandy Cove Advisors
Massachusetts
$9.68M +$1.22M +5,230 +14%
TCOTS
300
Trust Company of the South
North Carolina
$9.66M +$9.66M +41,525 New
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