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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 %
DC
276
Dorval Corp
Minnesota
$11.8M +$32K +133 +0.3%
FNC
277
First National Corp
Massachusetts
$11.7M – – –
OHWP
278
Oak Harbor Wealth Partners
North Carolina
$11.6M +$3.38M +13,530 +41%
CP
279
Capital Planning
Washington
$11.5M +$788K +3,154 +7%
NFW
280
Noble Family Wealth
Florida
$11.5M -$828K -3,315 -7%
PS
281
Principal Securities
Iowa
$11.5M -$1.64M -6,552 -12%
HWM
282
Horizons Wealth Management
North Carolina
$11.5M – – –
LBC
283
Lowe Brockenbrough & Co
Virginia
$11.5M -$161K -646 -1%
LIA
284
LBMC Investment Advisors
Tennessee
$11.4M -$400K -1,601 -3%
AWA
285
Arkadios Wealth Advisors
Georgia
$11.4M +$890K +3,560 +8%
DAS
286
Dynamic Advisor Solutions
Arizona
$11.3M -$92.7K -371 -0.8%
AHC
287
Anderson Hoagland & Co
Missouri
$11.2M -$230K -942 -2%
FIS
288
Fischer Investment Strategies
California
$11.2M +$11.2M +44,718 New
MFG
289
Merit Financial Group
Georgia
$11.1M +$8.42M +34,913 +312%
BONH
290
Bank of New Hampshire
New Hampshire
$11.1M -$62.2K -249 -0.6%
AGA
291
Arkos Global Advisors
Texas
$11M -$249K -996 -2%
TWM
292
TriaGen Wealth Management
California
$11M +$961K +3,847 +10%
KFP
293
KMG Fiduciary Partners
Ohio
$11M +$73K +292 +0.7%
RWI
294
Red Wave Investments
Pennsylvania
$10.9M -$558K -2,234 -5%
MWM
295
McNaughton Wealth Management
California
$10.9M +$133K +533 +1%
IAA
296
Ironsides Asset Advisors
North Carolina
$10.9M +$687K +2,750 +7%
GL
297
Graypoint LLC
New York
$10.8M +$338K +1,351 +3%
TA
298
TruWealth Advisors
Louisiana
$10.8M +$30.5K +122 +0.3%
CIAS
299
Capital Investment Advisory Services
North Carolina
$10.8M -$626K -2,505 -5%
SCA
300
Sandy Cove Advisors
Massachusetts
$10.7M +$338K +1,354 +3%
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