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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 %
VA
376
Valmark Advisers
Ohio
$7.46M +$227K +976 +3%
AH
377
Addis & Hill
Pennsylvania
$7.42M +$7.42M +30,566 New
PFS
378
Prospera Financial Services
Texas
$7.42M +$516K +2,216 +7%
HL
379
HeadInvest LLC
Maine
$7.29M -$204K -879 -3%
Financial Engines Advisors
380
Financial Engines Advisors
California
$7.25M -$256K -1,099 -3%
AA
381
Addison Advisors
Vermont
$7.21M +$735K +3,160 +11%
JFG
382
JDM Financial Group
Texas
$7.13M +$29.1K +125 +0.4%
CAM
383
Cozad Asset Management
Illinois
$7.09M +$93.3K +401 +1%
RC
384
Roundview Capital
New Jersey
$7.03M +$380K +1,633 +6%
CFS
385
CRA Financial Services
New Jersey
$7M +$312K +1,342 +5%
JJBC
386
James J. Burns & Company
New York
$7M +$223K +958 +3%
SPIA
387
Steward Partners Investment Advisory
New York
$6.98M +$563K +2,418 +9%
FMP
388
Financial Management Professionals
Texas
$6.94M +$99.1K +426 +1%
4FG
389
4Thought Financial Group
New York
$6.94M -$1.24M -5,318 -15%
FCA
390
FLC Capital Advisors
California
$6.92M +$704K +3,024 +11%
1WM
391
1900 Wealth Management
Texas
$6.84M -$769K -3,306 -10%
CTA
392
Chesley Taft & Associates
Illinois
$6.82M +$29.1K +125 +0.4%
SC
393
Savant Capital
Illinois
$6.8M -$1.17M -5,042 -15%
NF
394
Nikulski Financial
Iowa
$6.79M +$132K +569 +2%
BFAG
395
Blackston Financial Advisory Group
Florida
$6.69M +$10K +43 +0.1%
QIM
396
Quest Investment Management
Oregon
$6.69M -$145K -623 -2%
VWA
397
Visionary Wealth Advisors
Illinois
$6.68M +$54.7K +235 +0.8%
CIA
398
Concurrent Investment Advisors
Florida
$6.67M +$6.67M +28,686 New
AWM
399
AAF Wealth Management
Massachusetts
$6.67M -$7.28M -31,276 -52%
SAM
400
Sawgrass Asset Management
Florida
$6.66M +$337K +1,450 +5%
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