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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 %
GCA
576
Gradient Capital Advisors
California
$3.51M -$51.6K -222 -1%
FAP
577
Financial Advisory Partners
Florida
$3.5M +$215K +924 +7%
RIA
578
Regal Investment Advisors
Michigan
$3.49M +$93.1K +400 +3%
G
579
Gainplan
Michigan
$3.49M +$73.7K +317 +2%
MFWM
580
Motley Fool Wealth Management
Virginia
$3.49M +$371K +1,599 +12%
AA
581
Alesco Advisors
New York
$3.47M -$745K -3,202 -18%
SSWM
582
Sheets Smith Wealth Management
North Carolina
$3.45M -$82.1K -353 -2%
SC
583
SouthState Corp
Florida
$3.44M -$131K -563 -4%
CFG
584
Clayton Financial Group
Missouri
$3.43M +$3.43M +14,724 New
KIA
585
KCM Investment Advisors
California
$3.41M – – –
FA
586
FDx Advisors
Illinois
$3.4M -$268K -1,153 -7%
DL
587
DOHJ LLC
Washington
$3.4M -$9.26M -39,820 -73%
Citadel Advisors
588
Citadel Advisors
Florida
$3.39M +$1.86M +7,979 +121%
Simplex Trading
589
Simplex Trading
Illinois
$3.38M +$3.24M +13,948 +2,325%
FTS
590
Fifth Third Securities
Ohio
$3.38M +$5.82K +25 +0.2%
PIFP
591
Partners in Financial Planning
Virginia
$3.38M -$243K -1,044 -7%
SYBT
592
Stock Yards Bank & Trust
Kentucky
$3.37M -$123K -528 -4%
WBCM
593
Wilson & Boucher Capital Management
California
$3.36M +$116K +500 +4%
MA
594
Modus Advisors
Minnesota
$3.34M -$95.6K -411 -3%
RWA
595
Rooted Wealth Advisors
Illinois
$3.34M +$458K +1,976 +16%
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$3.33M +$98.9K +425 +3%
FHA
597
Flagship Harbor Advisors
Massachusetts
$3.32M -$19.3K -83 -0.6%
WLIM
598
White Lighthouse Investment Management
Massachusetts
$3.27M +$319K +1,371 +11%
WCM
599
Windham Capital Management
Massachusetts
$3.27M +$7.21K +31 +0.2%
FUBT
600
First United Bank & Trust
Maryland
$3.26M +$72.6K +312 +2%
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