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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 %
TI
701
Truepoint Inc
Ohio
$2.38M +$70.7K +304 +3%
JAG
702
Journey Advisory Group
Kentucky
$2.37M -$10K -43 -0.4%
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$2.37M +$405K +1,742 +21%
AWA
704
Arete Wealth Advisors
Illinois
$2.36M +$1.72M +7,376 +267%
DIA
705
Dana Investment Advisors
Wisconsin
$2.35M -$268K -1,154 -10%
AWM
706
Apollon Wealth Management
South Carolina
$2.35M +$385K +1,653 +20%
CM
707
Columbus Macro
Pennsylvania
$2.34M – – –
AF
708
Affiance Financial
Minnesota
$2.34M +$189K +812 +9%
MTIC
709
Missouri Trust & Investment Company
Missouri
$2.33M +$24K +103 +1%
AFM
710
Abbot Financial Management
Massachusetts
$2.32M -$3.49K -15 -0.2%
PA
711
PFW Advisors
Georgia
$2.31M +$6.05K +26 +0.3%
CAM
712
Columbia Asset Management
Michigan
$2.31M -$156K -670 -6%
CWA
713
CM Wealth Advisors
Ohio
$2.31M – – –
WF
714
Welch & Forbes
Massachusetts
$2.31M -$69.8K -300 -3%
KC
715
Kingfisher Capital
North Carolina
$2.3M +$3.49K +15 +0.2%
P
716
&Partners
Tennessee
$2.3M +$2.3M +10,270 New
PFG
717
Pinnacle Financial Group
Illinois
$2.3M +$99.6K +428 +5%
GHAM
718
Gilman Hill Asset Management
Connecticut
$2.29M +$104K +445 +5%
GAB
719
German American Bancorp
Indiana
$2.26M +$1.86M +7,995 +460%
GLR
720
Great Lakes Retirement
Ohio
$2.26M +$239K +1,027 +12%
EFL
721
ERn Financial LLC
Wisconsin
$2.26M -$220K -968 -9%
DC
722
DeDora Capital
California
$2.25M -$42.6K -183 -2%
SFWC
723
Strategic Family Wealth Counselors
New Jersey
$2.24M +$32.1K +138 +1%
EWA
724
Encompass Wealth Advisors
Oregon
$2.22M +$47.7K +205 +2%
CFG
725
CKW Financial Group
Hawaii
$2.22M -$2.79K -12 -0.1%
27 28
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