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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 %
FCA
401
FLC Capital Advisors
California
$7.92M +$97.4K +369 +1%
KSWA
402
Kathleen S. Wright Associates
Pennsylvania
$7.87M +$627K +2,378 +9%
OL
403
Optas LLC
Texas
$7.84M +$166K +629 +2%
1WM
404
1900 Wealth Management
Texas
$7.82M +$47.8K +181 +0.6%
DWM
405
Dakota Wealth Management
Florida
$7.81M -$160K -607 -2%
NF
406
Nikulski Financial
Iowa
$7.79M +$15K +57 +0.2%
WF
407
Warner Financial
Maryland
$7.77M +$283K +1,073 +4%
VWA
408
Visionary Wealth Advisors
Illinois
$7.76M -$39.8K -151 -0.5%
M&T Bank
409
M&T Bank
New York
$7.74M +$152K +575 +2%
HL
410
HeadInvest LLC
Maine
$7.66M -$133K -504 -2%
BWS
411
Buck Wealth Strategies
Colorado
$7.65M -$347K -1,317 -4%
GCP
412
Gill Capital Partners
Colorado
$7.64M +$374K +1,417 +5%
HR
413
Howe & Rusling
New York
$7.64M +$801K +3,035 +12%
CAG
414
Crestwood Advisors Group
Massachusetts
$7.63M -$182K -690 -2%
EWA
415
EP Wealth Advisors
California
$7.6M +$706K +2,676 +10%
Principal Financial Group
416
Principal Financial Group
Iowa
$7.53M -$7.96M -30,184 -51%
CTA
417
Chesley Taft & Associates
Illinois
$7.44M +$78.9K +299 +1%
WFAG
418
Wescott Financial Advisory Group
Pennsylvania
$7.43M -$444K -1,684 -6%
QIM
419
Quest Investment Management
Oregon
$7.43M -$83.9K -318 -1%
TA
420
TruWealth Advisors
Louisiana
$7.42M -$2.9K -11 -0%
BWCS
421
Beirne Wealth Consulting Services
Connecticut
$7.39M +$1.57M +5,941 +27%
MWM
422
MorganRosel Wealth Management
Colorado
$7.31M +$33.2K +126 +0.5%
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$7.25M +$390K +1,480 +6%
XF
424
XML Financial
Maryland
$7.24M +$203K +768 +3%
EGWAG
425
Elwood & Goetz Wealth Advisory Group
Georgia
$7.23M +$144K +544 +2%
15 16
17
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