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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 %
GIA
476
Gladstone Institutional Advisory
Florida
$5.24M +$321K +1,378 +7%
RIS
477
Retirement Income Solutions
Michigan
$5.22M +$389K +1,672 +8%
MWM
478
MY Wealth Management
Maryland
$5.16M +$192K +827 +4%
PCM
479
Parsons Capital Management
Rhode Island
$5.13M -$24.7K -106 -0.5%
BCWM
480
Bartlett & Co Wealth Management
Ohio
$5.08M -$52.2K -223 -1%
BC
481
Bartlett & Co
Ohio
$5.08M -$52.2K -223 -1%
EFS
482
Essex Financial Services
Connecticut
$5.08M +$392K +1,687 +8%
Prudential Financial
483
Prudential Financial
New Jersey
$5.07M +$129K +554 +3%
Focus Partners Wealth
484
Focus Partners Wealth
Massachusetts
$5.06M +$5.06M +21,763 New
CIP
485
Capital Insight Partners
Arizona
$5.03M +$104K +448 +2%
LC
486
Lindbrook Capital
California
$5.01M -$127K -547 -2%
BA
487
Bristlecone Advisors
Washington
$4.98M +$24.2K +104 +0.5%
RWIA
488
Roger Wittlin Investment Advisory
California
$4.98M +$297K +1,275 +6%
AI
489
Atria Investments
North Carolina
$4.9M -$1.13M -4,875 -19%
LIG
490
Lokken Investment Group
Delaware
$4.9M +$208K +894 +4%
ZCM
491
Ziegler Capital Management
Illinois
$4.86M +$24K +103 +0.5%
HIM
492
Hanlon Investment Management
New Jersey
$4.8M +$4.8M +20,617 New
ASN
493
Advisory Services Network
Georgia
$4.76M -$2.23M -9,594 -32%
HC
494
Hillman Company
Pennsylvania
$4.76M – – –
EWA
495
EP Wealth Advisors
California
$4.75M -$30K -129 -0.6%
SIM
496
Stratos Investment Management
Ohio
$4.71M -$137K -588 -3%
OL
497
Optas LLC
Texas
$4.71M -$6.23M -26,786 -57%
Citigroup
498
Citigroup
New York
$4.71M +$1.25M +5,364 +36%
RPCONE
499
Retirement Planning Company of New England
Rhode Island
$4.69M +$44K +189 +0.9%
FPAS
500
Focus Partners Advisor Solutions
Missouri
$4.67M -$481K -2,067 -9%
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