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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 %
WMG
601
WESCAP Management Group
California
$3.26M -$168K -724 -5%
ES
602
Eagle Strategies
New York
$3.26M -$375K -1,614 -10%
CHC
603
City Holding Co
West Virginia
$3.25M -$3.26K -14 -0.1%
Qube Research & Technologies (QRT)
604
Qube Research & Technologies (QRT)
United Kingdom
$3.25M +$3.25M +13,957 New
VC
605
Vicus Capital
Pennsylvania
$3.24M +$398K +1,712 +14%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$3.24M +$266K +1,143 +9%
LA
607
Legacy Advisors
Pennsylvania
$3.21M +$2.06M +8,870 +180%
MPW
608
MGO Private Wealth
California
$3.19M +$649K +2,790 +26%
VIA
609
Vickerman Investment Advisors
Washington
$3.18M +$179K +771 +6%
HA
610
Hofer & Associates
California
$3.18M -$32.6K -140 -1%
GWANC
611
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.17M +$234K +1,004 +8%
RA
612
Rockingstone Advisors
Massachusetts
$3.17M +$254K +1,091 +9%
SAM
613
Secure Asset Management
Michigan
$3.15M +$144K +620 +5%
AIA
614
Alera Investment Advisors
Illinois
$3.14M – – –
BC
615
Brio Consultants
California
$3.14M -$123K -530 -4%
Koshinski Asset Management
616
Koshinski Asset Management
Illinois
$3.12M +$566K +2,431 +22%
TW
617
TrinityPoint Wealth
Connecticut
$3.11M +$98.6K +424 +3%
VA
618
Vident Advisory
Georgia
$3.11M – – –
OFW
619
Omnia Family Wealth
Florida
$3.11M -$43.7K -188 -1%
SMWM
620
Silvia McColl Wealth Management
California
$3.1M +$138K +595 +5%
Millennium Management
621
Millennium Management
New York
$3.07M +$3.07M +13,188 New
SFWA
622
Summit Financial Wealth Advisors
Louisiana
$3.06M -$9.54K -41 -0.3%
RGF
623
Retirement Guys Formula
Ohio
$3.04M -$125K -539 -4%
VFG
624
Victory Financial Group
Texas
$3.04M +$3.04M +13,052 New
GWM
625
Greenwich Wealth Management
Connecticut
$3.02M +$28.6K +123 +1%
23 24
25
26 27