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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,870 hedge funds and large institutions have $40.3B invested in Vanguard Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 704 increasing their positions, 670 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,870
Holders Change
+17
Holders Change %
+0.92%
% of All Funds
27.2%
Holding in Top 10
197
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.64%
% of All Funds
2.87%
New
130
Increased
704
Reduced
670
Closed
87
Calls
$13.9M
Puts
$5.71M
Net Calls
+$8.23M
Net Calls Change
+$3.43M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.4B
2
CA
Clearstead Advisors
Ohio
$160M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$426M
4
Bank of America
Bank of America
North Carolina
$3.88B
5
Truist Financial
Truist Financial
North Carolina
$135M

Top Sellers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$0
2
GA
GFS Advisors
Texas
$2.27M
3
Wells Fargo
Wells Fargo
California
$5.59B
4
Charles Schwab
Charles Schwab
California
$0
5
UBS Group
UBS Group
Switzerland
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
51
Simplicity Wealth
New Jersey
$91.4M +$5.63M +23,259 +7%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$89M -$3.67M -15,156 -4%
BFG
53
Bleakley Financial Group
New Jersey
$88.6M +$3.7M +15,290 +4%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$88.4M -$1.51M -6,242 -2%
IPW
55
Invictus Private Wealth
Colorado
$86.1M +$2.53M +10,457 +3%
JIC
56
Joel Isaacson & Co
New York
$85.2M +$3.79M +15,672 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$82.7M +$471K +1,944 +0.6%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$81.3M +$1.5M +6,187 +2%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81M -$3.12M -12,871 -4%
CPIG
60
Chicago Partners Investment Group
Illinois
$80.2M +$2.53M +10,126 +3%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$79.9M +$1.25M +5,161 +2%
KAS
62
Kestra Advisory Services
Texas
$78.6M +$23.2M +105,658 +42%
MIS
63
Morningstar Investment Services
Illinois
$78.1M -$11.4M -47,104 -13%
CIAS
64
CBIZ Investment Advisory Services
Ohio
$78M -$55M -227,009 -41%
AssetMark Inc
65
AssetMark Inc
California
$75.9M +$454K +1,877 +0.6%
Corient Private Wealth
66
Corient Private Wealth
Florida
$71.2M +$3.38M +13,963 +5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$70M -$3.02M -12,460 -4%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$69.4M +$4.85M +20,021 +8%
CTC
69
Central Trust Company
Missouri
$66M -$394K -1,626 -0.6%
ST
70
Smithfield Trust
Pennsylvania
$66M -$1.82M -7,510 -3%
OAM
71
Oppenheimer Asset Management
New York
$63.5M +$5.22M +21,567 +9%
NFG
72
Nadler Financial Group
Illinois
$63.3M +$1.27M +5,239 +2%
AT
73
American Trust
Kentucky
$61.8M +$23.3M +96,291 +61%
EH
74
Equitable Holdings
New York
$60.7M +$3.07M +12,689 +5%
AWM
75
Axxcess Wealth Management
California
$60.5M +$1.56M +6,459 +3%
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