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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 %
PFG
701
Pinnacle Financial Group
Illinois
$2.56M +$88.5K +354 +4%
PA
702
PFG Advisors
Arizona
$2.55M +$181K +724 +8%
FNT
703
First National Trust
Pennsylvania
$2.53M -$53.5K -214 -2%
MTIC
704
Missouri Trust & Investment Company
Missouri
$2.52M +$15.7K +63 +0.6%
CMAI
705
Capital Management Associates Inc
Minnesota
$2.52M -$222K -887 -8%
CM
706
Columbus Macro
Pennsylvania
$2.51M – – –
MPCL
707
My Personal CFO LLC
Washington
$2.5M +$285K +1,139 +13%
ACA
708
Atlas Capital Advisors
Wyoming
$2.5M +$1.05M +4,183 +72%
RPCONE
709
Retirement Planning Company of New England
Rhode Island
$2.5M -$2.54M -10,175 -50%
PA
710
PFW Advisors
Georgia
$2.49M +$1.25K +5 +0.1%
AFM
711
Abbot Financial Management
Massachusetts
$2.48M -$9.99K -40 -0.4%
WF
712
Welch & Forbes
Massachusetts
$2.46M -$17.7K -71 -0.7%
SFWC
713
Strategic Family Wealth Counselors
New Jersey
$2.45M +$48.7K +195 +2%
KC
714
Kingfisher Capital
North Carolina
$2.45M -$17.5K -70 -0.7%
NPI
715
New Perspectives Inc
Mississippi
$2.45M +$2.45M +9,813 New
EFL
716
ERn Financial LLC
Wisconsin
$2.45M -$36.7K -147 -1%
ACA
717
Aptus Capital Advisors
Alabama
$2.44M +$1.32M +5,274 +118%
FFN
718
Focus Financial Network
Minnesota
$2.43M -$539K -2,291 -18%
BCM
719
Brookstone Capital Management
Illinois
$2.4M +$248K +994 +12%
TFS
720
Thoroughbred Financial Services
Tennessee
$2.39M -$372K -1,491 -13%
PIAS
721
PCA Investment Advisory Services
Ohio
$2.38M +$109K +438 +5%
FFO
722
Fiduciary Family Office
Florida
$2.38M – – –
GWM
723
GoalFusion Wealth Management
Texas
$2.37M +$79.7K +319 +3%
CFG
724
CKW Financial Group
Hawaii
$2.36M -$5.46K -22 -0.2%
EWA
725
Encompass Wealth Advisors
Oregon
$2.36M -$28K -112 -1%
27 28
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