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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 %
WP
426
WMS Partners
Maryland
$6.07M -$310K -1,334 -5%
ZIG
427
Zuckerman Investment Group
Illinois
$6.06M +$1.5M +6,435 +33%
CWMU
428
Caliber Wealth Management (Utah)
Utah
$6.01M +$77.5K +333 +1%
XF
429
XML Financial
Maryland
$5.97M +$134K +574 +2%
DWP
430
Daymark Wealth Partners
Ohio
$5.97M -$2.17M -9,319 -27%
CWS
431
Cypress Wealth Services
California
$5.95M +$44K +189 +0.7%
KSWA
432
Kathleen S. Wright Associates
Pennsylvania
$5.94M +$342K +1,469 +6%
BJL
433
Brighton Jones LLC
Washington
$5.91M +$415K +1,786 +8%
HAC
434
Harbor Advisory Corp
New Hampshire
$5.87M -$41.4K -178 -0.7%
PWP
435
Perfromance Wealth Partners
Illinois
$5.83M +$177K +761 +3%
EWP
436
Elevation Wealth Partners
California
$5.81M -$5.63K -27 -0.1%
DFCM
437
Dark Forest Capital Management
Puerto Rico
$5.79M +$504K +2,167 +10%
MWM
438
MorganRosel Wealth Management
Colorado
$5.78M -$63.7K -274 -1%
CFA
439
Cahill Financial Advisors
Minnesota
$5.76M +$367K +1,579 +7%
SC
440
Steph & Co
Wisconsin
$5.75M -$245K -1,053 -4%
HPWM
441
High Pines Wealth Management
Massachusetts
$5.74M +$233K +1,000 +4%
OCM
442
One Capital Management
California
$5.72M -$59.8K -257 -1%
GCP
443
Gill Capital Partners
Colorado
$5.68M +$108K +464 +2%
UBV
444
United Bank (Virginia)
Virginia
$5.68M -$384K -1,651 -6%
AFAS
445
Acorn Financial Advisory Services
Virginia
$5.67M -$1.35M -5,830 -19%
PAG
446
Private Advisory Group
Washington
$5.62M +$5.12M +22,028 +1,028%
WT
447
Washington Trust
Rhode Island
$5.61M +$5.52M +23,745 +6,298%
CA
448
Continuum Advisory
Idaho
$5.6M -$138K -591 -2%
NL
449
NWAM LLC
Washington
$5.58M +$4.9M +21,084 +727%
ACP
450
Aveo Capital Partners
Colorado
$5.57M -$86.8K -373 -2%
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