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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 %
CF
676
Centaurus Financial
California
$2.76M -$306K -1,224 -10%
AP
677
Appleton Partners
Massachusetts
$2.75M +$37.2K +149 +1%
FFW
678
Fusion Family Wealth
New York
$2.74M -$19K -76 -0.7%
DSC
679
Duncker Streett & Co
Missouri
$2.74M -$26.7K -107 -1%
FFL
680
Financial Freedom LLC
Ohio
$2.74M +$2.25K +9 +0.1%
9WM
681
9258 Wealth Management
Ohio
$2.73M +$36.5K +146 +1%
AMM
682
American Money Management
California
$2.73M -$48.7K -195 -2%
FA
683
FDx Advisors
Illinois
$2.73M -$925K -3,704 -25%
PG
684
Proffitt & Goodson
Tennessee
$2.72M – – –
AWM
685
Apollon Wealth Management
South Carolina
$2.71M +$192K +767 +8%
MWM
686
Modera Wealth Management
New Jersey
$2.71M +$41K +164 +2%
SFP
687
Sweet Financial Partners
Minnesota
$2.68M -$13K -52 -0.5%
CPC
688
Consolidated Planning Corp
Georgia
$2.67M -$137K -549 -5%
FFA
689
First Foundation Advisors
California
$2.66M -$87.5K -350 -3%
Fiera Capital (Canada)
690
Fiera Capital (Canada)
Quebec, Canada
$2.65M – – –
CI
691
Conning Inc
Connecticut
$2.63M -$258K -1,031 -9%
MI
692
Moneywise Inc
Virginia
$2.61M -$391K -1,565 -13%
GFS
693
GYL Financial Synergies
Connecticut
$2.61M -$97.4K -390 -4%
IP
694
Investment Partners
Ohio
$2.6M -$130K -520 -5%
SPIO
695
Seven Post Investment Office
California
$2.6M – – –
NL
696
NWAM LLC
Washington
$2.59M -$3.36M -13,547 -56%
CFD
697
Creative Financial Designs
Indiana
$2.58M -$410K -1,642 -14%
RWP
698
RWA Wealth Partners
Massachusetts
$2.57M +$206K +826 +9%
GLR
699
Great Lakes Retirement
Ohio
$2.57M +$140K +561 +6%
FAIM
700
Financial Advocates Investment Management
Washington
$2.56M -$187K -748 -7%
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