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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,853 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, 785 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,853
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.86%
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
785
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 %
CAM
51
Cresset Asset Management
Illinois
$95.9M -$30.3M -121,440 -24%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$95.7M -$1.63M -6,509 -2%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$92.8M -$31.9M -127,549 -26%
MIS
54
Morningstar Investment Services
Illinois
$92.1M -$246M -986,844 -73%
WSTAM
55
Wilbanks Smith & Thomas Asset Management
Virginia
$90.5M +$722K +2,889 +0.8%
SW
56
Simplicity Wealth
New Jersey
$88.6M +$88.2M +353,063 +26,407%
BFG
57
Bleakley Financial Group
New Jersey
$87.6M +$3.23M +12,930 +4%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.8M -$65.6M -262,390 -43%
IPW
59
Invictus Private Wealth
Colorado
$86.3M +$2.21M +8,859 +3%
MML Investors Services
60
MML Investors Services
Massachusetts
$84.9M +$590K +2,363 +0.7%
JIC
61
Joel Isaacson & Co
New York
$84M +$2.89M +11,577 +4%
FSWA
62
Financial Synergies Wealth Advisors
Texas
$82.3M +$42.1M +168,307 +104%
CAN
63
Cetera Advisor Networks
California
$81.9M +$2.89M +11,581 +4%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$81.2M -$984K -3,939 -1%
Truist Financial
65
Truist Financial
North Carolina
$79.6M -$53.1M -212,347 -40%
AssetMark Inc
66
AssetMark Inc
California
$77.8M +$445K +1,779 +0.6%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$75.3M +$399K +1,597 +0.5%
CPIG
68
Chicago Partners Investment Group
Illinois
$74.2M +$4.88M +20,437 +7%
CA
69
Cetera Advisors
Colorado
$74M +$12.5M +50,036 +20%
Corient Private Wealth
70
Corient Private Wealth
Florida
$70M +$2.33M +9,337 +3%
ST
71
Smithfield Trust
Pennsylvania
$69.7M -$976K -3,927 -1%
CTC
72
Central Trust Company
Missouri
$68.5M -$455K -1,821 -0.7%
CA
73
Clearstead Advisors
Ohio
$68.1M +$2.41M +9,838 +4%
TNBTD
74
Trustmark National Bank Trust Department
Mississippi
$66.6M -$3.69M -14,769 -5%
CCM
75
Coldstream Capital Management
Washington
$64.4M +$272K +1,089 +0.4%
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