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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 %
FPCP
651
Fort Point Capital Partners
California
$2.75M -$672K -2,888 -20%
BIM
652
Bridges Investment Management
Nebraska
$2.75M -$6.98K -30 -0.3%
RWP
653
Revolve Wealth Partners
New Jersey
$2.73M -$570K -2,452 -17%
GAM
654
GEM Asset Management
Michigan
$2.73M -$155K -666 -5%
MFG
655
Magnus Financial Group
New York
$2.72M +$87.9K +378 +3%
SW
656
SVB Wealth
Massachusetts
$2.7M -$2.87M -12,334 -52%
GC
657
Gilbert & Cook
Iowa
$2.7M -$229K -984 -8%
PWMAG
658
Pinnacle Wealth Management Advisory Group
New Jersey
$2.7M +$421K +1,809 +18%
VCA
659
Verdence Capital Advisors
Maryland
$2.69M +$13K +56 +0.5%
FM
660
Family Management
New York
$2.69M +$363K +1,561 +16%
CI
661
Conning Inc
Connecticut
$2.69M – – –
SPC
662
Sigma Planning Corp
Michigan
$2.66M -$3.71M -15,933 -58%
OCM
663
Objective Capital Management
Ohio
$2.64M +$36.3K +156 +1%
TCG
664
Transcendent Capital Group
Oklahoma
$2.63M +$2.63M +11,307 New
IWM
665
IHT Wealth Management
Illinois
$2.63M -$239K -1,027 -8%
WA
666
Wealth Alliance
New York
$2.62M -$79.3K -341 -3%
CCB
667
Country Club Bank
Missouri
$2.62M -$79.5K -340 -3%
CPC
668
Consolidated Planning Corp
Georgia
$2.62M +$2.38M +10,232 +1,010%
AWAP
669
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.62M +$57.7K +248 +2%
FAB
670
First American Bank
Illinois
$2.61M +$814K +3,497 +45%
DT
671
Diversified Trust
Tennessee
$2.61M +$60.5K +260 +2%
MFG
672
Merit Financial Group
Georgia
$2.6M +$1.98M +8,494 +316%
MFG
673
MidWestOne Financial Group
Iowa
$2.6M +$480K +2,064 +23%
AMM
674
American Money Management
California
$2.59M -$110K -474 -4%
DSC
675
Duncker Streett & Co
Missouri
$2.58M -$22.8K -98 -0.9%
25 26
27
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