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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 %
MFIMFI
526
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.62M – – –
DC
527
Davenport & Co
Virginia
$4.58M +$95.4K +382 +2%
MA
528
Marquette Associates
Illinois
$4.56M +$4.56M +18,251 New
PAS
529
Park Avenue Securities
New York
$4.52M -$76.2K -305 -2%
SMC
530
Smith, Moore & Co
Missouri
$4.52M -$139K -556 -3%
PFGIA
531
Patriot Financial Group Insurance Agency
Massachusetts
$4.51M +$939K +3,760 +26%
SCP
532
Shorepoint Capital Partners
Massachusetts
$4.49M -$84K -336 -2%
WA
533
WP Advisors
California
$4.48M +$528K +2,112 +13%
FI
534
Financial Insights
Washington
$4.47M -$1.18M -4,719 -21%
FWIA
535
Fort Washington Investment Advisors
Ohio
$4.45M -$126K -504 -3%
PCFFS
536
Pacific Center for Financial Services
California
$4.45M -$49.5K -198 -1%
FVWA
537
Foster Victor Wealth Advisors
South Carolina
$4.44M -$179K -735 -4%
MF
538
Meridian Financial
Massachusetts
$4.44M -$73.7K -295 -2%
OGF
539
Orin Green Financial
California
$4.38M -$4.13M -17,761 Closed
ATC
540
Argent Trust Co
Tennessee
$4.37M +$88.5K +354 +2%
C
541
CEDRUS
Colorado
$4.35M +$380K +1,521 +10%
GG
542
Gleason Group
Kentucky
$4.33M -$5.75K -23 -0.1%
AI
543
Atria Investments
North Carolina
$4.31M -$953K -3,816 -18%
SAM
544
S.A. Mason
Michigan
$4.23M +$16.5K +66 +0.4%
HI
545
Harbour Investments
Wisconsin
$4.22M +$7.5K +30 +0.2%
MBI
546
May Barnhard Investments
Maryland
$4.22M +$325K +1,299 +8%
SIA
547
Strategic Investment Advisors
Michigan
$4.19M +$321K +1,283 +8%
PTC
548
Philadelphia Trust Company
Pennsylvania
$4.19M – – –
FDCDDQ
549
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.18M +$1.88M +7,532 +82%
RW
550
REDW Wealth
New Mexico
$4.17M -$131K -525 -3%
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