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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 %
LFG
51
Larson Financial Group
Missouri
$88.6M +$1.65M +7,088 +2%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$87.6M +$13.7M +58,940 +19%
MRC
53
Millburn Ridgefield Corp
New York
$85.5M -$6.77M -29,089 -7%
CCA
54
Catalyst Capital Advisors
New York
$85.5M -$6.77M -29,089 -7%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$85M +$18.2M +78,030 +27%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$83.6M +$5.03M +21,610 +6%
SS
57
Simplicity Solutions
Minnesota
$79.2M +$2.24M +9,647 +3%
BFG
58
Bleakley Financial Group
New Jersey
$78.6M +$2.26M +9,732 +3%
MML Investors Services
59
MML Investors Services
Massachusetts
$78.5M -$5.05M -21,699 -6%
IPW
60
Invictus Private Wealth
Colorado
$78.3M +$2.42M +10,403 +3%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$76.5M +$4.62M +19,860 +6%
JIC
62
Joel Isaacson & Co
New York
$75.5M +$1.25M +5,384 +2%
CAN
63
Cetera Advisor Networks
California
$73.5M +$2.47M +10,616 +3%
AssetMark Inc
64
AssetMark Inc
California
$72M +$816K +3,507 +1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$69.7M +$1.62M +6,950 +2%
AT
66
American Trust
Kentucky
$69.2M +$2.52M +10,824 +4%
CPIG
67
Chicago Partners Investment Group
Illinois
$66.4M +$6M +26,195 +10%
ST
68
Smithfield Trust
Pennsylvania
$66.1M +$247K +1,062 +0.4%
TNBTD
69
Trustmark National Bank Trust Department
Mississippi
$65.5M -$1.91M -8,206 -3%
CTC
70
Central Trust Company
Missouri
$64.2M +$157K +673 +0.2%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$63.9M -$5.15M -22,157 -7%
Corient Private Wealth
72
Corient Private Wealth
Florida
$63M +$4.39M +18,864 +7%
OAM
73
Oppenheimer Asset Management
New York
$62.4M +$62.4M +268,028 New
CA
74
Clearstead Advisors
Ohio
$62.3M -$54.6M -234,757 -47%
CCM
75
Coldstream Capital Management
Washington
$59.7M -$476K -2,045 -0.8%
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