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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 %
SAM
601
Secure Asset Management
Michigan
$3.55M +$166K +664 +5%
Carson Wealth (CWM LLC)
602
Carson Wealth (CWM LLC)
Nebraska
$3.54M +$63.5K +254 +2%
AWA
603
Adapt Wealth Advisors
Georgia
$3.53M +$3.53M +14,124 New
CHC
604
City Holding Co
West Virginia
$3.52M +$30.7K +123 +0.9%
NFP
605
Narus Financial Partners
Utah
$3.49M +$326K +1,304 +10%
LA
606
Legacy Advisors
Pennsylvania
$3.45M +$250 +1 +0%
VIA
607
Vickerman Investment Advisors
Washington
$3.44M +$27.2K +109 +0.8%
IWM
608
IHT Wealth Management
Illinois
$3.43M +$612K +2,450 +22%
WMG
609
WESCAP Management Group
California
$3.43M -$70.5K -282 -2%
FA
610
Fermata Advisors
California
$3.42M -$1.07M -4,293 -24%
VC
611
Vicus Capital
Pennsylvania
$3.41M -$70K -280 -2%
IW
612
Imprint Wealth
South Carolina
$3.4M +$3.4M +13,677 New
MPW
613
MGO Private Wealth
California
$3.38M -$42.5K -170 -1%
AIA
614
Alera Investment Advisors
Illinois
$3.38M +$250 +1 +0%
VA
615
Vident Advisory
Georgia
$3.34M – – –
OFW
616
Omnia Family Wealth
Florida
$3.34M -$750 -3 -0%
FFC
617
First Financial Corp
Indiana
$3.33M -$566K -2,267 -15%
RPGK
618
Retirement Planning Group (Kansas)
Kansas
$3.33M +$2.35M +9,419 +241%
FNBOO
619
First National Bank of Omaha
Nebraska
$3.32M -$22.8K -88 -0.7%
BSSFA
620
Baron Silver Stevens Financial Advisors
Florida
$3.31M +$113K +454 +4%
CBFP
621
Cedar Brook Financial Partners
Ohio
$3.3M +$66.7K +267 +2%
SFWA
622
Summit Financial Wealth Advisors
Louisiana
$3.3M +$17K +68 +0.5%
GWMR
623
GC Wealth Management RIA
Massachusetts
$3.3M +$2.92M +11,704 +786%
BC
624
Brio Consultants
California
$3.3M -$76.2K -305 -2%
GWM
625
Greenwich Wealth Management
Connecticut
$3.28M +$37K +148 +1%
23 24
25
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