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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,921 hedge funds and large institutions have $44.6B invested in Vanguard Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 856 increasing their positions, 618 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
+50
Holders Change %
+2.67%
% of All Funds
27.78%
Holding in Top 10
206
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.57%
% of All Funds
2.98%
New
133
Increased
856
Reduced
618
Closed
54
Calls
$14.8M
Puts
$24.1M
Net Calls
-$9.3M
Net Calls Change
-$17.5M

Top Buyers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$308M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$248M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$116M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$78.6M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$48.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$242M
2
Wells Fargo
Wells Fargo
California
-$211M
3
SW
Simplicity Wealth
New Jersey
-$98M
4
SFC
Strategic Financial Concepts
Texas
-$61.1M
5
Creative Planning
Creative Planning
Kansas
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
701
Valtinson Bruner Financial Planning
Minnesota
$2.77M +$286K +1,083 +11%
RPCONE
702
Retirement Planning Company of New England
Rhode Island
$2.77M +$28K +106 +1%
BCM
703
Brookstone Capital Management
Illinois
$2.77M -$71.2K -270 -3%
WFA
704
Wells Financial Advisors
Massachusetts
$2.76M -$5.03M -19,055 -65%
FFN
705
Focus Financial Network
Minnesota
$2.74M +$14.8K +56 +0.5%
FAIM
706
Financial Advocates Investment Management
Washington
$2.74M +$164K +638 +6%
CCM
707
Colorado Capital Management
Colorado
$2.74M +$1.63M +6,162 +147%
CWP
708
Cyndeo Wealth Partners
Florida
$2.72M +$236K +893 +9%
KF
709
Krilogy Financial
Missouri
$2.71M +$2.71M +10,275 New
FT
710
Fiduciary Trust
Massachusetts
$2.68M +$82.1K +311 +3%
PAM
711
Peak Asset Management
Colorado
$2.67M -$115K -435 -4%
FNT
712
First National Trust
Pennsylvania
$2.65M – – –
IP
713
Investment Partners
Ohio
$2.65M -$68.3K -259 -3%
PIAS
714
PCA Investment Advisory Services
Ohio
$2.64M +$57K +216 +2%
SF
715
SWP Financial
California
$2.63M -$23.7K -90 -0.9%
MI
716
Moneywise Inc
Virginia
$2.62M -$65.2K -247 -2%
AFM
717
Abbot Financial Management
Massachusetts
$2.62M -$6.6K -25 -0.3%
Wealthfront Advisers
718
Wealthfront Advisers
California
$2.61M +$308K +1,168 +13%
MWM
719
Meridian Wealth Management
Kentucky
$2.61M +$2.61M +9,898 New
CSB
720
City State Bank
Iowa
$2.6M +$328K +1,244 +14%
SFG
721
Seamount Financial Group
Colorado
$2.6M +$57.5K +218 +2%
JSC
722
Jackson Square Capital
California
$2.6M +$2.6M +9,850 New
WF
723
Welch & Forbes
Massachusetts
$2.59M -$19.5K -74 -0.7%
EWA
724
Encompass Wealth Advisors
Oregon
$2.57M +$75.7K +287 +3%
SVWAG
725
Sound View Wealth Advisors Group
Georgia
$2.57M +$53.3K +202 +2%
27 28
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