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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 %
GHAM
551
Gilman Hill Asset Management
Connecticut
$4.15M +$1.69M +6,783 +69%
JWBC
552
John W. Brooker & Co
California
$4.11M -$97.2K -389 -2%
SC
553
Scotia Capital
Ontario, Canada
$4.1M -$495K -1,983 -11%
MW
554
Marcum Wealth
Ohio
$4.1M +$25K +100 +0.6%
UB
555
UMB Bank
Missouri
$4.09M -$47.2K -189 -1%
MFWM
556
Motley Fool Wealth Management
Virginia
$4.06M +$306K +1,225 +8%
SSWM
557
Sheets Smith Wealth Management
North Carolina
$4.06M +$349K +1,398 +9%
BWM
558
BCGM Wealth Management
Indiana
$4.05M -$6.5K -26 -0.2%
Legacy Financial Group (Iowa)
559
Legacy Financial Group (Iowa)
Iowa
$4.04M +$3.7M +14,827 +1,101%
G
560
Gainplan
Michigan
$4.04M +$288K +1,153 +8%
MAG
561
Mokosak Advisory Group
Iowa
$4.04M +$114K +456 +3%
BBWP
562
Beacon Bridge Wealth Partners
Pennsylvania
$4.01M -$462K -1,851 -10%
EIG
563
Ellenbecker Investment Group
Wisconsin
$4M -$32.5K -130 -0.8%
MA
564
MAS Advisors
Florida
$3.99M +$12.5K +50 +0.3%
HWA
565
Hilltop Wealth Advisors
North Carolina
$3.99M -$131K -523 -3%
TW
566
TrinityPoint Wealth
Connecticut
$3.99M +$642K +2,569 +19%
KFGK
567
Keystone Financial Group (Kentucky)
Kentucky
$3.97M +$157K +629 +4%
DI
568
DAGCO Inc
Ohio
$3.96M +$3.96M +15,847 New
ACM
569
Armbruster Capital Management
New York
$3.94M – – –
EWM
570
Evercore Wealth Management
New York
$3.91M -$109K -435 -3%
MMA
571
Miracle Mile Advisors
California
$3.9M -$808K -3,234 -17%
PBF
572
Petix & Botte Financial
California
$3.9M +$1.96M +7,832 +101%
AC
573
Avestar Capital
New York
$3.9M +$2.88M +11,519 +281%
BCP
574
Berkeley Capital Partners
Georgia
$3.88M -$6.54M -26,176 -63%
FCM
575
Fogel Capital Management
Florida
$3.88M +$31.6K +131 +0.8%
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