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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 %
RWIA
501
Roger Wittlin Investment Advisory
California
$5.05M -$291K -1,165 -5%
DWP
502
Destiny Wealth Partners
Florida
$5.02M -$64.7K -259 -1%
HIM
503
Hanlon Investment Management
New Jersey
$5M -$146K -586 -3%
SW
504
SVB Wealth
Massachusetts
$5M +$2.1M +8,393 +72%
RIA
505
Regal Investment Advisors
Michigan
$4.98M +$1.23M +4,904 +33%
KCM
506
Kendall Capital Management
Maryland
$4.97M +$712K +2,850 +17%
CA
507
Continuum Advisory
Idaho
$4.95M -$955K -3,893 -16%
CAM
508
CPA Asset Management
Florida
$4.91M +$200K +799 +4%
GJIA
509
Glass Jacobson Investment Advisors
Maryland
$4.89M +$228K +914 +5%
SIM
510
Stratos Investment Management
Ohio
$4.89M -$170K -680 -3%
CWM
511
Calamos Wealth Management
Illinois
$4.85M – – –
FWS
512
FinDec Wealth Services
California
$4.85M -$61K -244 -1%
FPIS
513
Financial Planning & Information Services
Wisconsin
$4.82M -$110K -439 -2%
RWM
514
Refined Wealth Management
Utah
$4.8M +$45.5K +182 +1%
LA
515
Lane & Associates
New Jersey
$4.78M -$80.7K -323 -2%
AWM
516
AAF Wealth Management
Massachusetts
$4.77M -$2.39M -9,565 -33%
GSAM
517
Grant Street Asset Management
Pennsylvania
$4.77M +$235K +939 +5%
BP
518
BBR Partners
New York
$4.73M -$48.5K -194 -1%
AFAS
519
Acorn Financial Advisory Services
Virginia
$4.73M -$1.39M -5,570 -23%
BWM
520
Benchmark Wealth Management
Connecticut
$4.71M +$205K +819 +5%
KWMG
521
King Wealth Management Group
Florida
$4.71M +$12.5K +50 +0.3%
BWM
522
BKM Wealth Management
Wisconsin
$4.67M +$53.7K +215 +1%
FLI
523
Family Legacy Inc
South Carolina
$4.66M -$121K -483 -3%
SL
524
Salomon & Ludwin
Virginia
$4.66M – – –
BAG
525
Bridgewealth Advisory Group
California
$4.63M +$3.02M +12,067 +187%
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