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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,921 hedge funds and large institutions have $44.6B invested in Vanguard Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 856 increasing their positions, 618 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
+50
Holders Change %
+2.67%
% of All Funds
27.78%
Holding in Top 10
206
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.57%
% of All Funds
2.98%
New
133
Increased
856
Reduced
618
Closed
54
Calls
$14.8M
Puts
$24.1M
Net Calls
-$9.3M
Net Calls Change
-$17.5M

Top Buyers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$308M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$248M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$116M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$78.6M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$48.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$242M
2
Wells Fargo
Wells Fargo
California
-$211M
3
SW
Simplicity Wealth
New Jersey
-$98M
4
SFC
Strategic Financial Concepts
Texas
-$61.1M
5
Creative Planning
Creative Planning
Kansas
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
376
Elevation Wealth Partners
California
$8.5M +$227K +859 +3%
CA
377
Cornerstone Advisory
Maryland
$8.49M +$872K +3,307 +11%
SHGA
378
Sand Hill Global Advisors
California
$8.47M -$3.69K -14 -0%
VFP
379
Verus Financial Partners
Virginia
$8.46M -$58K -221 -0.7%
EWM
380
Evermay Wealth Management
Virginia
$8.45M -$33.8K -128 -0.4%
AIM
381
Acropolis Investment Management
Missouri
$8.43M -$784K -2,970 -9%
OCFG
382
O'Connor Financial Group
Illinois
$8.42M +$313K +1,185 +4%
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$8.42M +$2.26M +10,107 +37%
MWA
384
Meridian Wealth Advisors
Texas
$8.41M +$1.02M +3,864 +14%
GFG
385
Goldstone Financial Group
Illinois
$8.38M +$1M +3,809 +14%
AWM
386
AE Wealth Management
Kansas
$8.34M -$588K -2,230 -7%
KWM
387
Kingsview Wealth Management
Oregon
$8.29M +$177K +670 +2%
PWP
388
Principle Wealth Partners
Connecticut
$8.28M +$144K +545 +2%
FFO
389
Fortitude Family Office
Arizona
$8.25M +$541K +2,050 +7%
Qube Research & Technologies (QRT)
390
Qube Research & Technologies (QRT)
United Kingdom
$8.23M +$4.24M +16,075 +106%
AH
391
Addis & Hill
Pennsylvania
$8.22M -$15K -57 -0.2%
CIAS
392
Capital Investment Advisory Services
North Carolina
$8.2M -$56.2K -213 -0.7%
DWM
393
Diversify Wealth Management
Utah
$8.17M +$472K +1,774 +6%
RWM
394
RKL Wealth Management
Pennsylvania
$8.14M -$464K -1,758 -5%
FIC
395
Family Investment Center
Missouri
$8.12M -$223K -846 -3%
FMP
396
Financial Management Professionals
Texas
$8.06M -$18.5K -70 -0.2%
CA
397
CoreCap Advisors
Michigan
$8.04M +$8.04M +30,478 New
WFPG
398
Waller Financial Planning Group
Ohio
$8.03M -$101K -384 -1%
RPGK
399
Retirement Planning Group (Kansas)
Kansas
$8M +$4.6M +17,427 +135%
KeyBank National Association
400
KeyBank National Association
Ohio
$7.97M -$891K -3,376 -10%
14 15
16
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