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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 %
AFP
426
Ausdal Financial Partners
Iowa
$6.77M +$831K +3,324 +14%
CWMU
427
Caliber Wealth Management (Utah)
Utah
$6.71M +$256K +1,023 +4%
MOS
428
MGO One Seven
Ohio
$6.66M +$966K +3,866 +17%
IAN
429
Integrated Advisors Network
Texas
$6.65M +$94.9K +380 +1%
KPWS
430
Kestra Private Wealth Services
Texas
$6.63M -$307K -1,229 -4%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$6.62M +$958K +3,834 +17%
UBV
432
United Bank (Virginia)
Virginia
$6.61M +$510K +2,043 +8%
MWM
433
MorganRosel Wealth Management
Colorado
$6.6M +$393K +1,573 +6%
KSWA
434
Kathleen S. Wright Associates
Pennsylvania
$6.56M +$178K +713 +3%
CA
435
CoreCap Advisors
Michigan
$6.55M -$6.2M -24,798 -49%
MA
436
MONECO Advisors
Connecticut
$6.53M +$654K +2,618 +11%
Kovitz Investment Group Partners
437
Kovitz Investment Group Partners
Illinois
$6.51M +$554K +2,219 +9%
XF
438
XML Financial
Maryland
$6.49M +$72.2K +289 +1%
GCP
439
Gill Capital Partners
Colorado
$6.46M +$643K +2,699 +11%
CA
440
Cornerstone Advisory
Maryland
$6.45M +$2.52M +10,069 +64%
WP
441
WMS Partners
Maryland
$6.44M -$75K -300 -1%
BJL
442
Brighton Jones LLC
Washington
$6.43M +$77K +308 +1%
Financial Engines Advisors
443
Financial Engines Advisors
California
$6.42M -$1.36M -5,460 -18%
BAWM
444
Bennett Associates Wealth Management
Pennsylvania
$6.41M -$3.85M -15,396 -38%
NWM
445
Northcape Wealth Management
New York
$6.39M -$177K -710 -3%
SC
446
Steph & Co
Wisconsin
$6.37M +$196K +784 +3%
CWS
447
Cypress Wealth Services
California
$6.32M -$70.7K -283 -1%
HAC
448
Harbor Advisory Corp
New Hampshire
$6.32M +$12.5K +50 +0.2%
PFG
449
PAX Financial Group
Texas
$6.29M -$359K -1,438 -5%
SRC
450
Shufro Rose & Co
New York
$6.26M -$7.78M -31,133 -55%
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