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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 %
GWM
351
Gray Wealth Management
Maine
$7.85M -$150K -644 -2%
TW
352
Towerpoint Wealth
California
$7.85M +$265K +1,139 +3%
FWM
353
ForthRight Wealth Management
Georgia
$7.83M +$468K +2,011 +6%
FNFDCM
354
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.83M -$260K -1,118 -3%
WPC
355
Wedmont Private Capital
Pennsylvania
$7.81M +$648K +2,806 +9%
CRC
356
Curi RMB Capital
Illinois
$7.77M -$1.02M -4,396 -12%
TCBWMS
357
Texas Capital Bank Wealth Management Services
Texas
$7.77M -$265K -1,138 -3%
BWM
358
Baystate Wealth Management
Massachusetts
$7.77M -$226K -970 -3%
Franklin Resources
359
Franklin Resources
California
$7.76M +$31.4K +135 +0.4%
BDF
360
Black Diamond Financial
Maryland
$7.76M +$21.4K +92 +0.3%
TYCC
361
Texas Yale Capital Corp
Florida
$7.74M -$32.1K -138 -0.4%
EFP
362
EnRich Financial Partners
Wisconsin
$7.73M +$7.73M +33,244 New
DWM
363
Dakota Wealth Management
Florida
$7.7M +$238K +1,022 +3%
MAC
364
Mason & Associates (California)
California
$7.69M +$803K +3,453 +12%
OHWP
365
Oak Harbor Wealth Partners
North Carolina
$7.67M +$7.65M +32,885 +40,599%
EWM
366
Evermay Wealth Management
Virginia
$7.67M -$115K -493 -1%
BFS
367
Bradley Foster & Sargent
Connecticut
$7.64M -$320K -1,377 -4%
WFAG
368
Wescott Financial Advisory Group
Pennsylvania
$7.64M -$97.5K -419 -1%
SHGA
369
Sand Hill Global Advisors
California
$7.6M +$372K +1,598 +5%
WFPG
370
Waller Financial Planning Group
Ohio
$7.57M -$10.2K -44 -0.1%
OIA
371
OneDigital Investment Advisors
Kansas
$7.56M +$1.51M +6,492 +25%
VFP
372
Verus Financial Partners
Virginia
$7.56M -$86.7K -376 -1%
JFA
373
JNBA Financial Advisors
Minnesota
$7.51M -$447K -1,922 -6%
SFG
374
Sage Financial Group
Pennsylvania
$7.5M +$629K +2,703 +9%
PWP
375
Principle Wealth Partners
Connecticut
$7.48M -$799K -3,435 -10%
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