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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 %
BAWM
301
Bennett Associates Wealth Management
Pennsylvania
$9.55M +$9.55M +41,055 New
IAA
302
Ironsides Asset Advisors
North Carolina
$9.54M -$636K -2,735 -6%
RPC
303
Rossmore Private Capital
Connecticut
$9.4M -$28.9K -124 -0.3%
TWM
304
TriaGen Wealth Management
California
$9.37M +$370K +1,591 +4%
FCP
305
Fidelis Capital Partners
Florida
$9.36M +$3.67M +15,773 +64%
CFO
306
Custos Family Office
Texas
$9.31M +$1.05M +4,493 +13%
SCM
307
Sebold Capital Management
Illinois
$9.28M +$878K +3,776 +10%
SF
308
SWP Financial
California
$9.25M +$9.25M +39,763 New
PRWA
309
Platte River Wealth Advisors
Colorado
$9.23M +$196K +841 +2%
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$9.14M +$1.88M +8,064 +26%
SF
311
Summit Financial
New Jersey
$9.14M +$227K +974 +3%
LCWP
312
Legacy Capital Wealth Partners
Arkansas
$9.13M -$623K -2,678 -6%
AA
313
Ancora Advisors
Ohio
$9.08M -$1.15M -4,952 -11%
PSCM
314
Per Stirling Capital Management
Texas
$8.97M -$52.3K -225 -0.6%
ACA
315
Aspire Capital Advisors
Washington
$8.97M -$352K -1,513 -4%
FIC
316
Family Investment Center
Missouri
$8.97M +$52.3K +225 +0.6%
BRWA
317
B. Riley Wealth Advisors
Florida
$8.96M -$242K -1,041 -3%
JWCA
318
J.W. Cole Advisors
Florida
$8.87M +$636K +2,735 +8%
H
319
HoyleCohen
California
$8.87M +$745K +3,203 +9%
AWM
320
Aries Wealth Management
Maine
$8.83M +$765K +3,287 +9%
CL
321
Choreo LLC
Illinois
$8.76M +$4.63M +19,907 +112%
AMG
322
Asset Management Group
Connecticut
$8.75M +$855K +3,675 +11%
AIM
323
Acropolis Investment Management
Missouri
$8.74M -$360K -1,546 -4%
HCM
324
Hall Capital Management
Rhode Island
$8.73M +$186K +800 +2%
SL
325
SFM LLC
New Hampshire
$8.69M +$8.69M +37,370 New
11 12
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