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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 %
SCP
526
Shorepoint Capital Partners
Massachusetts
$4.26M -$121K -522 -3%
GSAM
527
Grant Street Asset Management
Pennsylvania
$4.22M +$382K +1,643 +10%
MW
528
MBL Wealth
North Carolina
$4.2M +$2.01M +8,635 +92%
MF
529
Meridian Financial
Massachusetts
$4.2M +$37.9K +163 +0.9%
BWM
530
Benchmark Wealth Management
Connecticut
$4.2M +$413K +1,774 +11%
PCFFS
531
Pacific Center for Financial Services
California
$4.18M -$46.3K -199 -1%
FA
532
Fermata Advisors
California
$4.18M -$99.6K -428 -2%
DC
533
Davenport & Co
Virginia
$4.18M -$166K -715 -4%
BBWP
534
Beacon Bridge Wealth Partners
Pennsylvania
$4.17M -$299K -1,287 -7%
OGF
535
Orin Green Financial
California
$4.13M -$78.6K -338 -2%
MSA
536
Marathon Strategic Advisors
Pennsylvania
$4.08M +$4.08M +17,519 New
GG
537
Gleason Group
Kentucky
$4.04M +$20.2K +87 +0.5%
FT
538
Fiduciary Trust
Massachusetts
$4.01M -$301K -1,295 -7%
RW
539
REDW Wealth
New Mexico
$4M -$189K -812 -5%
ATC
540
Argent Trust Co
Tennessee
$3.98M -$274K -1,176 -6%
BWP
541
Bernardo Wealth Planning
Pennsylvania
$3.97M +$3.97M +17,079 New
KCM
542
Kendall Capital Management
Maryland
$3.96M – – –
SL
543
Salomon & Ludwin
Virginia
$3.94M – – –
HI
544
Harbour Investments
Wisconsin
$3.93M -$196K -844 -5%
SAM
545
S.A. Mason
Michigan
$3.92M -$33.7K -145 -0.9%
JWBC
546
John W. Brooker & Co
California
$3.91M -$8.14K -35 -0.2%
PTC
547
Philadelphia Trust Company
Pennsylvania
$3.9M – – –
MG
548
Mather Group
Illinois
$3.87M -$309K -1,329 -7%
CGL
549
Clarius Group LLC
Washington
$3.86M +$1.06M +4,570 +38%
FFO
550
Fortitude Family Office
Arizona
$3.85M +$3.85M +16,556 New
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