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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 %
GWM
351
Gray Wealth Management
Maine
$8.56M +$127K +509 +2%
RWM
352
RKL Wealth Management
Pennsylvania
$8.48M +$22.7K +91 +0.3%
WPC
353
Wedmont Private Capital
Pennsylvania
$8.48M +$110K +445 +1%
JFG
354
JDM Financial Group
Texas
$8.44M +$789K +3,158 +10%
KeyBank National Association
355
KeyBank National Association
Ohio
$8.44M -$152K -607 -2%
ACA
356
Aspire Capital Advisors
Washington
$8.39M -$1.25M -4,996 -13%
TYCC
357
Texas Yale Capital Corp
Florida
$8.34M +$23K +92 +0.3%
FNFDCM
358
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.29M -$113K -453 -1%
JWCA
359
J.W. Cole Advisors
Florida
$8.29M -$1.22M -4,893 -13%
BFS
360
Bradley Foster & Sargent
Connecticut
$8.25M +$41.2K +165 +0.5%
NIWA
361
New Insight Wealth Advisors
California
$8.24M +$1.61M +6,428 +24%
BRWA
362
B. Riley Wealth Advisors
Florida
$8.23M +$217K +1,041 +3%
EWM
363
Evermay Wealth Management
Virginia
$8.21M -$25K -100 -0.3%
MNG
364
Manning & Napier Group
New York
$8.2M -$7.92M – –
VFP
365
Verus Financial Partners
Virginia
$8.19M -$2.25K -9 -0%
FB
366
First Bancorp
Maine
$8.17M -$280K -1,119 -3%
DWM
367
Drive Wealth Management
Utah
$8.16M +$1.43M +5,724 +21%
FIC
368
Family Investment Center
Missouri
$8.16M -$1.47M -5,896 -15%
VA
369
Valmark Advisers
Ohio
$8.15M +$137K +550 +2%
CFS
370
CRA Financial Services
New Jersey
$8.14M +$618K +2,473 +8%
SHGA
371
Sand Hill Global Advisors
California
$8.11M -$54.7K -219 -0.7%
SCP
372
Silverleafe Capital Partners
Tennessee
$8.06M +$8.06M +32,257 New
PWP
373
Principle Wealth Partners
Connecticut
$8.06M +$24.2K +97 +0.3%
TCBWMS
374
Texas Capital Bank Wealth Management Services
Texas
$7.95M -$396K -1,583 -5%
M&T Bank
375
M&T Bank
New York
$7.94M -$1.14M -4,574 -13%
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