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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 %
TFS
676
Thoroughbred Financial Services
Tennessee
$2.57M -$24.7K -106 -0.9%
FFW
677
Fusion Family Wealth
New York
$2.57M -$20.2K -87 -0.8%
FAIM
678
Financial Advocates Investment Management
Washington
$2.56M +$464K +1,993 +22%
FFA
679
First Foundation Advisors
California
$2.56M +$35.4K +152 +1%
FFL
680
Financial Freedom LLC
Ohio
$2.55M +$417K +1,794 +20%
CMAI
681
Capital Management Associates Inc
Minnesota
$2.55M +$2.55M +10,959 New
AAM
682
Aureus Asset Management
Massachusetts
$2.55M +$5.82K +25 +0.2%
IP
683
Investment Partners
Ohio
$2.55M -$56.8K -244 -2%
EA
684
Eclectic Associates
California
$2.54M +$57.9K +249 +2%
PG
685
Proffitt & Goodson
Tennessee
$2.53M +$40.9K +176 +2%
WP
686
Wealthspan Partners
Iowa
$2.53M +$88.4K +380 +4%
AP
687
Appleton Partners
Massachusetts
$2.53M +$20K +86 +0.8%
GFS
688
GYL Financial Synergies
Connecticut
$2.52M +$698 +3 +0%
9WM
689
9258 Wealth Management
Ohio
$2.51M -$385K -1,655 -13%
SFP
690
Sweet Financial Partners
Minnesota
$2.51M – – –
MWM
691
Modera Wealth Management
New Jersey
$2.48M +$155K +667 +7%
AFS
692
AFG Fiduciary Services
Massachusetts
$2.48M -$84.1K -364 -3%
Fiera Capital (Canada)
693
Fiera Capital (Canada)
Quebec, Canada
$2.47M +$1.16K +5 +0%
SCA
694
Snowden Capital Advisors
New York
$2.46M +$335K +1,441 +16%
OCFG
695
O'Connor Financial Group
Illinois
$2.43M +$271K +1,165 +13%
SPIO
696
Seven Post Investment Office
California
$2.42M – – –
LW
697
Linscomb Wealth
Texas
$2.42M -$105K -452 -4%
FNT
698
First National Trust
Pennsylvania
$2.4M +$4.19K +18 +0.2%
BMWM
699
Brown Miller Wealth Management
Virginia
$2.4M +$67K +288 +3%
WPW
700
Watershed Private Wealth
Illinois
$2.38M -$368K -1,581 -13%
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