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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,920 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, 855 increasing their positions, 618 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,920
Holders Change
+50
Holders Change %
+2.67%
% of All Funds
27.77%
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
855
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
$3.81B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.48B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$513M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
2
Wells Fargo
Wells Fargo
California
$5.88B
3
SW
Simplicity Wealth
New Jersey
$1.66M
4
SFC
Strategic Financial Concepts
Texas
$290K
5
Creative Planning
Creative Planning
Kansas
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$99.1M +$4.23M +17,694 +4%
CAM
52
Cresset Asset Management
Illinois
$99M -$2.03M -7,681 -2%
BFG
53
Bleakley Financial Group
New Jersey
$97.3M +$775K +2,938 +0.8%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$97.2M +$159K +604 +0.2%
JIC
55
Joel Isaacson & Co
New York
$96M +$3.15M +11,942 +3%
IPW
56
Invictus Private Wealth
Colorado
$95.8M +$1.92M +7,281 +2%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$94.5M -$1.88M -7,112 -2%
LFG
58
Larson Financial Group
Missouri
$94.3M -$5.46M -20,705 -5%
FSWA
59
Financial Synergies Wealth Advisors
Texas
$91M +$2.45M +9,301 +3%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$89.9M +$2.87M +10,876 +3%
MML Investors Services
61
MML Investors Services
Massachusetts
$89.1M -$1.06M -4,001 -1%
CPIG
62
Chicago Partners Investment Group
Illinois
$88M +$2.79M +10,476 +3%
CIAS
63
CBIZ Investment Advisory Services
Ohio
$86.8M +$1.76M +6,684 +2%
KAS
64
Kestra Advisory Services
Texas
$85.2M -$9.32M -35,329 -10%
AssetMark Inc
65
AssetMark Inc
California
$83.7M +$1.08M +4,097 +1%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.2M -$6.07M -23,008 -7%
MIS
67
Morningstar Investment Services
Illinois
$82.2M -$2.66M -10,121 -3%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$80M +$4.33M +16,405 +6%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$73.9M -$2.31M -8,740 -3%
EH
70
Equitable Holdings
New York
$71.3M +$5.1M +19,319 +8%
CTC
71
Central Trust Company
Missouri
$70.8M -$1.12M -4,244 -2%
NFG
72
Nadler Financial Group
Illinois
$69.6M +$660K +2,501 +1%
ST
73
Smithfield Trust
Pennsylvania
$69.5M -$2.57M -9,759 -4%
OAM
74
Oppenheimer Asset Management
New York
$68M -$1.2M -4,541 -2%
CCM
75
Coldstream Capital Management
Washington
$67.9M +$2.95M +11,171 +5%
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