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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 %
CPL
501
CAP Partners LLC
Tennessee
$4.66M +$4.66M +20,037 New
DWP
502
Destiny Wealth Partners
Florida
$4.64M -$437K -1,921 -9%
FF
503
Farrell Financial
New York
$4.62M +$4.62M +22,100 New
FPIS
504
Financial Planning & Information Services
Wisconsin
$4.59M -$118K -509 -3%
RA
505
RFG Advisory
Alabama
$4.59M +$277K +1,190 +6%
FWM
506
Fonville Wealth Management
Virginia
$4.58M +$4.58M +19,692 New
FWS
507
FinDec Wealth Services
California
$4.57M -$1.04M -4,466 -19%
LA
508
Lane & Associates
New Jersey
$4.53M -$247K -1,063 -5%
CWM
509
Calamos Wealth Management
Illinois
$4.52M – – –
BP
510
BBR Partners
New York
$4.45M -$2.13M -9,147 -32%
FLI
511
Family Legacy Inc
South Carolina
$4.45M +$109K +470 +3%
RWM
512
Refined Wealth Management
Utah
$4.42M +$2.88M +12,359 +186%
ST
513
Spinnaker Trust
Maine
$4.4M +$183K +787 +4%
MMA
514
Miracle Mile Advisors
California
$4.39M +$1.47M +6,311 +50%
CAM
515
CPA Asset Management
Florida
$4.39M +$127K +545 +3%
FVWA
516
Foster Victor Wealth Advisors
South Carolina
$4.38M -$43.7K -189 -1%
LWA
517
LWS Wealth Advisors
New Jersey
$4.38M -$35.6K -153 -0.8%
KWMG
518
King Wealth Management Group
Florida
$4.38M +$269K +1,157 +7%
GJIA
519
Glass Jacobson Investment Advisors
Maryland
$4.34M +$352K +1,514 +9%
SMC
520
Smith, Moore & Co
Missouri
$4.33M -$3.65M -15,700 -46%
MFIMFI
521
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.3M – – –
BWM
522
BKM Wealth Management
Wisconsin
$4.29M +$4.29M +18,458 New
PAS
523
Park Avenue Securities
New York
$4.28M -$910K -3,912 -18%
SC
524
Scotia Capital
Ontario, Canada
$4.28M +$496K +2,132 +13%
FWIA
525
Fort Washington Investment Advisors
Ohio
$4.26M -$1.17M -5,018 -22%
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