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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 %
SWA
401
Stratos Wealth Advisors
Ohio
$6.66M +$96.3K +414 +1%
PWM
402
Perigon Wealth Management
California
$6.65M +$313K +1,344 +5%
BFWA
403
Benchmark Financial Wealth Advisors
Florida
$6.62M -$115K -493 -2%
GRP
404
Global Retirement Partners
California
$6.6M -$717K -3,149 -10%
SFC
405
Swisher Financial Concepts
Ohio
$6.58M +$6.58M +28,977 New
AF
406
Advisornet Financial
Minnesota
$6.58M -$6.08M -26,150 -48%
AIP
407
Almanack Investment Partners
Pennsylvania
$6.53M +$1.39M +5,966 +27%
PF
408
Prosperitas Financial
California
$6.48M +$402K +1,727 +7%
AWM
409
Avior Wealth Management
Nebraska
$6.47M +$657K +3,025 +11%
KPWS
410
Kestra Private Wealth Services
Texas
$6.46M -$259K -1,112 -4%
CB
411
Commerce Bank
Missouri
$6.42M +$486K +2,087 +8%
EGWAG
412
Elwood & Goetz Wealth Advisory Group
Georgia
$6.32M -$61.9K -266 -1%
CAG
413
Crestwood Advisors Group
Massachusetts
$6.32M -$1.4K -6 -0%
BWS
414
Buck Wealth Strategies
Colorado
$6.27M +$180K +772 +3%
DWM
415
Drive Wealth Management
Utah
$6.26M +$1.7M +7,314 +37%
WAG
416
Wheelhouse Advisory Group
Missouri
$6.26M +$6.26M +26,921 New
RWG
417
Regal Wealth Group
California
$6.24M +$255K +1,118 +4%
WF
418
Warner Financial
Maryland
$6.23M +$220K +946 +4%
PFG
419
PAX Financial Group
Texas
$6.22M -$457K -1,956 -7%
NIWA
420
New Insight Wealth Advisors
California
$6.18M +$6.18M +26,547 New
Vanguard Group
421
Vanguard Group
Pennsylvania
$6.12M +$1.42M +6,093 +30%
NWM
422
Northcape Wealth Management
New York
$6.12M -$14.9K -64 -0.2%
IAN
423
Integrated Advisors Network
Texas
$6.11M -$87.5K -376 -1%
MWA
424
Meridian Wealth Advisors
Texas
$6.1M +$285K +1,225 +5%
WA
425
Waverly Advisors
Alabama
$6.08M +$13.7K +59 +0.2%
15 16
17
18 19