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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 %
BIM
651
Bridges Investment Management
Nebraska
$2.96M – – –
MSFS
652
Main Street Financial Solutions
Pennsylvania
$2.95M -$5.5K -22 -0.2%
LSA
653
Lion Street Advisors
Texas
$2.93M – – –
FFA
654
Farther Finance Advisors
California
$2.92M +$1.26M +5,077 +76%
AT
655
Arvest Trust
Oklahoma
$2.92M -$865K -3,461 -23%
TDWM
656
Topel & Distasi Wealth Management
California
$2.92M -$240K -961 -8%
MFG
657
Magnus Financial Group
New York
$2.91M -$3.25K -13 -0.1%
RWP
658
Revolve Wealth Partners
New Jersey
$2.9M -$39.5K -158 -1%
PAM
659
Peak Asset Management
Colorado
$2.89M -$144K -578 -5%
CCB
660
Country Club Bank
Missouri
$2.88M +$82K +328 +3%
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$2.87M +$551K +2,206 +24%
MFG
662
MidWestOne Financial Group
Iowa
$2.86M +$65.5K +262 +2%
P
663
&Partners
Tennessee
$2.86M +$356K +1,461 +14%
MA
664
Modus Advisors
Minnesota
$2.84M -$748K -2,995 -21%
BMCM
665
Bryn Mawr Capital Management
Pennsylvania
$2.83M -$163K -651 -5%
RIM
666
RW Investment Management
Idaho
$2.83M -$176K -705 -6%
OCM
667
Objective Capital Management
Ohio
$2.83M -$9K -36 -0.3%
TCG
668
Transcendent Capital Group
Oklahoma
$2.82M -$6.5K -26 -0.2%
VCA
669
Verdence Capital Advisors
Maryland
$2.81M -$84.7K -339 -3%
WA
670
Wealth Alliance
New York
$2.8M -$9.25K -37 -0.3%
FTUS
671
Flow Traders U.S.
New York
$2.79M +$2.79M +11,159 New
BMWM
672
Brown Miller Wealth Management
Virginia
$2.79M +$206K +826 +8%
GAM
673
GEM Asset Management
Michigan
$2.78M +$17.2K +73 +0.6%
DT
674
Diversified Trust
Tennessee
$2.78M -$20.5K -82 -0.7%
AF
675
Advisornet Financial
Minnesota
$2.77M -$4.29M -17,181 -61%
25 26
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