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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 %
FAP
626
Financial Advisory Partners
Florida
$3.23M -$537K -2,151 -14%
Citadel Advisors
627
Citadel Advisors
Florida
$3.21M -$427K -1,708 -12%
SWA
628
SOA Wealth Advisors
New York
$3.18M +$250 +1 +0%
SCA
629
Snowden Capital Advisors
New York
$3.17M +$522K +2,090 +20%
CWM
630
Cornerstone Wealth Management
Missouri
$3.16M +$58K +232 +2%
CHA
631
Carmichael Hill & Associates
Maryland
$3.16M +$138K +551 +5%
SMWM
632
Silvia McColl Wealth Management
California
$3.16M -$94.1K -386 -3%
BHWM
633
Bar Harbor Wealth Management
New Hampshire
$3.14M -$32.5K -130 -1%
MFA
634
Mayflower Financial Advisors
Massachusetts
$3.13M -$34K -136 -1%
IA
635
IFP Advisors
Florida
$3.11M +$19.2K +77 +0.6%
WP
636
Wealthspan Partners
Iowa
$3.09M +$374K +1,498 +14%
AMBIA
637
Allen Mooney & Barnes Investment Advisors
Georgia
$3.08M +$1.71K +7 +0.1%
FAB
638
First American Bank
Illinois
$3.06M +$253K +1,011 +9%
RGF
639
Retirement Guys Formula
Ohio
$3.05M -$215K -861 -7%
VFG
640
Victory Financial Group
Texas
$3.05M -$213K -851 -7%
BPWM
641
Badgley Phelps Wealth Managers
Washington
$3.04M -$147K -590 -5%
GIM
642
Goelzer Investment Management
Indiana
$3.03M -$61K -244 -2%
AWAP
643
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.01M +$201K +806 +7%
DL
644
DOHJ LLC
Washington
$3M -$646K -2,586 -18%
CA
645
Capital Advantage
California
$3M +$3M +12,234 New
CAWM
646
Capital Advisors Wealth Management
Washington
$3M -$987K -3,951 -25%
BOM
647
Bank of Marin
California
$2.99M – – –
Koshinski Asset Management
648
Koshinski Asset Management
Illinois
$2.99M -$367K -1,467 -11%
PWMAG
649
Pinnacle Wealth Management Advisory Group
New Jersey
$2.97M +$78.2K +313 +3%
SLT
650
St Louis Trust
Missouri
$2.96M +$864K +3,536 +41%
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