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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 %
FCI
26
Financial Counselors Inc
Kansas
$179M +$7.35M +31,583 +4%
Goldman Sachs
27
Goldman Sachs
New York
$174M -$763K -3,279 -0.4%
HighTower Advisors
28
HighTower Advisors
Illinois
$174M +$22.3M +95,751 +15%
Osaic Holdings
29
Osaic Holdings
Arizona
$165M -$32.7M -140,435 -17%
Charles Schwab
30
Charles Schwab
California
$157M -$14.8M -63,790 -9%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M +$5.62M +24,169 +4%
BPA
32
Beacon Pointe Advisors
California
$136M -$68.4M -293,873 -33%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$133M +$133M +573,324 New
WANY
34
Wealthspire Advisors (New York)
New York
$130M +$380K +1,635 +0.3%
Stifel Financial
35
Stifel Financial
Missouri
$125M -$16.9M -72,763 -12%
Truist Financial
36
Truist Financial
North Carolina
$124M -$3.05M -13,116 -2%
CAM
37
Cresset Asset Management
Illinois
$118M +$25.7M +110,505 +28%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$116M -$7.66M -32,922 -6%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$116M +$25.4M +109,315 +28%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$114M -$9.17M -39,398 -7%
Cerity Partners
41
Cerity Partners
New York
$112M +$105M +5,837,958 +1,415%
MGIA
42
Moneta Group Investment Advisors
Missouri
$111M +$6.72M +28,905 +6%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$108M -$10.1M -43,388 -9%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$108M +$1.38M +5,946 +1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$108M +$34.8M +148,542 +48%
FCAS
46
First Command Advisory Services
Texas
$105M +$3.2M +13,773 +3%
NHC
47
Nicholas Hoffman & Company
Georgia
$104M +$24.1M +103,412 +30%
CIAS
48
CBIZ Investment Advisory Services
Ohio
$101M +$3.2M +13,756 +3%
CFB
49
Cullen/Frost Bankers
Texas
$97M -$119K -510 -0.1%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$90.6M +$359K +1,544 +0.4%
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