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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,870 hedge funds and large institutions have $40.3B invested in Vanguard Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 704 increasing their positions, 670 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,870
Holders Change
+17
Holders Change %
+0.92%
% of All Funds
27.2%
Holding in Top 10
197
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.64%
% of All Funds
2.87%
New
130
Increased
704
Reduced
670
Closed
87
Calls
$13.9M
Puts
$5.71M
Net Calls
+$8.23M
Net Calls Change
+$3.43M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.4B
2
CA
Clearstead Advisors
Ohio
$160M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$426M
4
Bank of America
Bank of America
North Carolina
$3.88B
5
Truist Financial
Truist Financial
North Carolina
$135M

Top Sellers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$0
2
GA
GFS Advisors
Texas
$2.27M
3
Wells Fargo
Wells Fargo
California
$5.59B
4
Charles Schwab
Charles Schwab
California
$0
5
UBS Group
UBS Group
Switzerland
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$176M +$675K +2,788 +0.4%
CA
27
Clearstead Advisors
Ohio
$160M +$92.9M +383,800 +138%
HighTower Advisors
28
HighTower Advisors
Illinois
$158M -$2.81M -11,619 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$155M -$2.85M -11,746 -2%
BPA
30
Beacon Pointe Advisors
California
$152M -$1.95M -8,055 -1%
NHC
31
Nicholas Hoffman & Company
Georgia
$149M +$18.4M +75,892 +14%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$144M +$1.96M +8,076 +1%
Stifel Financial
33
Stifel Financial
Missouri
$135M -$20.3M -83,906 -13%
Truist Financial
34
Truist Financial
North Carolina
$135M +$57.5M +237,518 +75%
WANY
35
Wealthspire Advisors (New York)
New York
$131M -$2.02M -8,325 -2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$129M -$519K -2,142 -0.4%
Cerity Partners
37
Cerity Partners
New York
$128M +$14.6M +60,164 +13%
MGIA
38
Moneta Group Investment Advisors
Missouri
$127M +$4.49M +18,543 +4%
FCAS
39
First Command Advisory Services
Texas
$117M +$3.58M +14,794 +3%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$116M -$3.23M -13,353 -3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$116M +$1.44M +5,902 +1%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$114M +$1.17M +4,847 +1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$114M +$10.3M +42,676 +10%
CFB
44
Cullen/Frost Bankers
Texas
$101M +$652K +2,692 +0.7%
MRC
45
Millburn Ridgefield Corp
New York
$98.2M +$4.73M +19,523 +5%
CCA
46
Catalyst Capital Advisors
New York
$98.2M +$4.73M +19,523 +5%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$96M -$9.44M -38,999 -9%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$95.7M +$1.74M +7,200 +2%
CAM
49
Cresset Asset Management
Illinois
$93M -$290K -1,192 -0.3%
LFG
50
Larson Financial Group
Missouri
$91.5M -$2.81M -11,598 -3%
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