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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 %
WAM
326
WNY Asset Management
New York
$8.68M +$67.7K +291 +0.8%
MHS
327
M Holdings Securities
Oregon
$8.67M +$1.31M +5,633 +18%
CW
328
Cook Wealth
North Carolina
$8.59M +$1,000K +4,369 +13%
SC
329
Sepio Capital
Utah
$8.53M +$267K +1,146 +3%
HFRG
330
Houlihan Financial Resource Group
Virginia
$8.5M +$389K +1,670 +5%
M&T Bank
331
M&T Bank
New York
$8.45M -$1.48M -6,370 -15%
SHWM
332
Smith & Howard Wealth Management
Georgia
$8.38M +$135K +582 +2%
MECA
333
Miller Equity Capital Advisors
Texas
$8.36M +$1.06M +4,567 +15%
MFA
334
McClarren Financial Advisors
Pennsylvania
$8.34M +$396K +1,702 +5%
WFA
335
Wells Financial Advisors
Massachusetts
$8.27M -$121K -519 -1%
SCA
336
Scott Capital Advisors
Oregon
$8.27M -$1.51M -6,510 -15%
PP
337
PDS Planning
Ohio
$8.2M +$750K +3,225 +10%
PCIA
338
Prime Capital Investment Advisors
Kansas
$8.11M +$720K +3,093 +10%
B
339
Bailard
California
$8.09M -$77.5K -333 -0.9%
SFS
340
Sowell Financial Services
Arkansas
$8.09M -$805K -3,461 -9%
TCM
341
TD Capital Management
Tennessee
$8.05M +$21.2K +91 +0.3%
KeyBank National Association
342
KeyBank National Association
Ohio
$8M +$677K +2,911 +9%
FF
343
Financial Futures
New Jersey
$7.97M +$308K +1,324 +4%
RFM
344
Royal Fund Management
Florida
$7.95M -$34K -146 -0.4%
BSW
345
Buckingham Strategic Wealth
Missouri
$7.95M -$513K -2,203 -6%
TFP
346
Traction Financial Partners
Wyoming
$7.93M +$7.93M +34,074 New
MNG
347
Manning & Napier Group
New York
$7.92M -$7.19M – –
HR
348
Howe & Rusling
New York
$7.9M +$581K +2,497 +8%
RWM
349
RKL Wealth Management
Pennsylvania
$7.87M -$27.5K -118 -0.3%
FB
350
First Bancorp
Maine
$7.86M +$158K +678 +2%
12 13
14
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