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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 %
MECA
326
Miller Equity Capital Advisors
Texas
$9.42M +$442K +1,770 +5%
WAM
327
WNY Asset Management
New York
$9.39M +$70K +280 +0.8%
Vanguard Group
328
Vanguard Group
Pennsylvania
$9.39M +$2.82M +11,279 +43%
HCM
329
Hall Capital Management
Rhode Island
$9.38M +$750 +3 +0%
FF
330
Financial Futures
New Jersey
$9.17M +$607K +2,430 +7%
CRC
331
Curi RMB Capital
Illinois
$9.11M +$763K +3,054 +9%
HFRG
332
Houlihan Financial Resource Group
Virginia
$9.07M -$54.2K -217 -0.6%
Franklin Resources
333
Franklin Resources
California
$9.07M +$733K +2,935 +9%
MFA
334
McClarren Financial Advisors
Pennsylvania
$9M +$38.5K +154 +0.4%
4FG
335
4Thought Financial Group
New York
$8.96M +$1.51M +6,035 +20%
PP
336
PDS Planning
Ohio
$8.91M +$103K +411 +1%
SL
337
SFM LLC
New Hampshire
$8.91M -$425K -1,700 -5%
SCA
338
Scott Capital Advisors
Oregon
$8.88M +$92.5K +374 +1%
AIM
339
Acropolis Investment Management
Missouri
$8.87M -$522K -2,088 -6%
B
340
Bailard
California
$8.86M +$172K +689 +2%
WFA
341
Wells Financial Advisors
Massachusetts
$8.8M -$86.7K -347 -1%
CL
342
Choreo LLC
Illinois
$8.74M -$660K -2,643 -7%
TW
343
Towerpoint Wealth
California
$8.67M +$240K +959 +3%
TCM
344
TD Capital Management
Tennessee
$8.66M +$12.7K +51 +0.1%
PFS
345
Prospera Financial Services
Texas
$8.65M +$680K +2,720 +9%
DWM
346
Dakota Wealth Management
Florida
$8.64M +$374K +1,497 +5%
BSW
347
Buckingham Strategic Wealth
Missouri
$8.61M +$78.2K +313 +0.9%
SHWM
348
Smith & Howard Wealth Management
Georgia
$8.6M -$392K -1,570 -4%
RFM
349
Royal Fund Management
Florida
$8.6M +$61.3K +245 +0.7%
FWM
350
ForthRight Wealth Management
Georgia
$8.6M +$187K +747 +2%
12 13
14
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