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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 %
Citigroup
401
Citigroup
New York
$7.38M +$2.32M +9,304 +46%
1WM
402
1900 Wealth Management
Texas
$7.38M +$36K +144 +0.5%
PWM
403
Perigon Wealth Management
California
$7.36M +$219K +875 +3%
SFC
404
Swisher Financial Concepts
Ohio
$7.34M +$286K +1,176 +4%
CIA
405
Concurrent Investment Advisors
Florida
$7.28M +$113K +454 +2%
CAG
406
Crestwood Advisors Group
Massachusetts
$7.25M +$462K +1,850 +7%
QIM
407
Quest Investment Management
Oregon
$7.24M +$60.7K +243 +0.8%
WA
408
Waverly Advisors
Alabama
$7.22M +$690K +2,763 +11%
ZIG
409
Zuckerman Investment Group
Illinois
$7.21M +$707K +2,828 +11%
VWA
410
Visionary Wealth Advisors
Illinois
$7.21M +$36K +144 +0.5%
BFAG
411
Blackston Financial Advisory Group
Florida
$7.17M -$10K -40 -0.1%
DWP
412
Daymark Wealth Partners
Ohio
$7.16M +$751K +3,007 +12%
TFGT
413
TS Financial Group (TSFG)
Illinois
$7.16M +$1.42M +5,675 +25%
SAM
414
Sawgrass Asset Management
Florida
$7.16M – – –
OL
415
Optas LLC
Texas
$7.15M +$2.09M +8,349 +41%
SWM
416
Spire Wealth Management
Virginia
$6.99M +$5.71M +22,835 +444%
BFWA
417
Benchmark Financial Wealth Advisors
Florida
$6.96M -$152K -609 -2%
SC
418
Savant Capital
Illinois
$6.93M -$371K -1,483 -5%
GRP
419
Global Retirement Partners
California
$6.89M -$345K -1,381 -5%
EGWAG
420
Elwood & Goetz Wealth Advisory Group
Georgia
$6.88M +$89.5K +358 +1%
Prudential Financial
421
Prudential Financial
New Jersey
$6.88M +$1.43M +5,738 +26%
WF
422
Warner Financial
Maryland
$6.86M +$166K +665 +2%
SPC
423
Sigma Planning Corp
Michigan
$6.85M +$3.99M +15,965 +140%
HR
424
Howe & Rusling
New York
$6.81M -$1.67M -6,672 -20%
MWA
425
Meridian Wealth Advisors
Texas
$6.81M +$267K +1,067 +4%
15 16
17
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