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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 %
RC
376
Roundview Capital
New Jersey
$7.93M +$386K +1,544 +5%
JFA
377
JNBA Financial Advisors
Minnesota
$7.89M -$177K -710 -2%
WFPG
378
Waller Financial Planning Group
Ohio
$7.89M -$238K -951 -3%
EWA
379
EP Wealth Advisors
California
$7.88M +$2.78M +11,143 +55%
CAM
380
Cozad Asset Management
Illinois
$7.88M +$265K +1,060 +3%
PF
381
Prosperitas Financial
California
$7.83M +$874K +3,499 +13%
HL
382
HeadInvest LLC
Maine
$7.81M -$24.5K -98 -0.3%
BDF
383
Black Diamond Financial
Maryland
$7.76M – – –
SFG
384
Sage Financial Group
Pennsylvania
$7.74M -$311K -1,243 -4%
SFS
385
Sowell Financial Services
Arkansas
$7.67M -$1.01M -4,055 -12%
WFAG
386
Wescott Financial Advisory Group
Pennsylvania
$7.67M -$536K -2,146 -7%
OIA
387
OneDigital Investment Advisors
Kansas
$7.62M -$500K -2,001 -6%
FMP
388
Financial Management Professionals
Texas
$7.61M +$156K +623 +2%
OCFG
389
O'Connor Financial Group
Illinois
$7.61M +$5M +20,002 +192%
AWM
390
Avior Wealth Management
Nebraska
$7.58M +$594K +2,533 +8%
AH
391
Addis & Hill
Pennsylvania
$7.54M +$2.71K +11 +0%
NF
392
Nikulski Financial
Iowa
$7.5M +$207K +829 +3%
WAG
393
Wheelhouse Advisory Group
Missouri
$7.5M +$774K +3,096 +12%
EWP
394
Elevation Wealth Partners
California
$7.49M +$524K +2,099 +8%
CTA
395
Chesley Taft & Associates
Illinois
$7.47M +$147K +590 +2%
AC
396
Apella Capital
Connecticut
$7.47M +$1.51M +6,093 +25%
FCA
397
FLC Capital Advisors
California
$7.46M +$35.5K +142 +0.5%
AIP
398
Almanack Investment Partners
Pennsylvania
$7.46M +$438K +1,752 +6%
SWA
399
Stratos Wealth Advisors
Ohio
$7.41M +$257K +1,029 +4%
PAG
400
Private Advisory Group
Washington
$7.4M +$1.36M +5,451 +23%
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