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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 %
UB
551
UMB Bank
Missouri
$3.85M – – –
HWA
552
Hilltop Wealth Advisors
North Carolina
$3.84M -$13K -56 -0.3%
CCA
553
Conservest Capital Advisors
Pennsylvania
$3.81M +$35.4K +152 +0.9%
YWS
554
Yarger Wealth Strategies
Ohio
$3.8M +$104K +449 +3%
MW
555
Marcum Wealth
Ohio
$3.79M -$123K -530 -3%
BWM
556
BCGM Wealth Management
Indiana
$3.78M -$116K -499 -3%
EIG
557
Ellenbecker Investment Group
Wisconsin
$3.75M -$5.58K -24 -0.1%
EWM
558
Evercore Wealth Management
New York
$3.75M +$921K +3,959 +33%
FCM
559
Fogel Capital Management
Florida
$3.73M +$3.73M +15,959 New
CAWM
560
Capital Advisors Wealth Management
Washington
$3.71M +$175K +752 +5%
MA
561
MAS Advisors
Florida
$3.7M +$18.6K +80 +0.5%
C
562
CEDRUS
Colorado
$3.7M +$239K +1,029 +7%
WA
563
WP Advisors
California
$3.68M +$1.04M +4,476 +39%
ACM
564
Armbruster Capital Management
New York
$3.67M – – –
CA
565
Cornerstone Advisory
Maryland
$3.66M +$785K +3,373 +27%
MAG
566
Mokosak Advisory Group
Iowa
$3.65M +$6.75K +29 +0.2%
FFC
567
First Financial Corp
Indiana
$3.63M +$346K +1,487 +11%
MBI
568
May Barnhard Investments
Maryland
$3.63M +$3.63M +15,588 New
SIA
569
Strategic Investment Advisors
Michigan
$3.6M +$355K +1,524 +11%
KWM
570
Kingsview Wealth Management
Oregon
$3.59M +$300K +1,289 +9%
GP
571
Geneva Partners
Wisconsin
$3.57M +$3.57M +15,327 New
MFT
572
Moisand Fitzgerald Tamayo
Florida
$3.56M -$133K -573 -4%
KFGK
573
Keystone Financial Group (Kentucky)
Kentucky
$3.55M +$134K +577 +4%
AT
574
Arvest Trust
Oklahoma
$3.53M +$3.53M +15,159 New
VCP
575
Verus Capital Partners
Arizona
$3.52M -$538K -2,311 -13%
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