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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 %
FFO
726
Fiduciary Family Office
Florida
$2.21M +$2.21M +9,510 New
PA
727
PFG Advisors
Arizona
$2.2M -$9.54K -41 -0.4%
RWP
728
RWA Wealth Partners
Massachusetts
$2.2M +$627K +2,697 +40%
VCM
729
Vivaldi Capital Management
Illinois
$2.19M -$74.7K -323 -3%
GA
730
GFS Advisors
Texas
$2.19M -$20.9K -90 -0.9%
LSIA
731
LaSalle St. Investment Advisors
Illinois
$2.19M +$2.19M +940 New
MWM
732
Meridian Wealth Management
Kentucky
$2.16M +$229K +983 +12%
LNWWM
733
Laird Norton Wetherby Wealth Management
California
$2.16M +$1.53M +6,595 +246%
IA
734
IFS Advisors
Kansas
$2.15M +$1.38M +5,931 +178%
FDCDDQ
735
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14M +$1.59M +6,836 +291%
GWM
736
GoalFusion Wealth Management
Texas
$2.13M +$186K +800 +10%
FMII
737
Farmers & Merchants Investments Inc
Nebraska
$2.12M -$58.6K -252 -3%
TFA
738
TPG Financial Advisors
Oregon
$2.12M +$21K +91 +1%
SFA
739
Sequoia Financial Advisors
Ohio
$2.11M +$266K +1,142 +14%
PIAS
740
PCA Investment Advisory Services
Ohio
$2.11M -$141K -608 -6%
SPA
741
Sentinel Pension Advisors
Massachusetts
$2.09M -$583K -2,507 -22%
FRA
742
Frank Rimerman Advisors
California
$2.09M – – –
DWM
743
Dogwood Wealth Management
Kansas
$2.08M +$2.08M +8,950 New
MSS
744
Mitchell Sinkler & Starr
Pennsylvania
$2.08M +$2.08M +8,927 New
KAH
745
Kathryn A. Hall
$2.07M – – –
RI
746
Ridgewood Investments
New Jersey
$2.07M -$27.7K -119 -1%
MPCL
747
My Personal CFO LLC
Washington
$2.07M +$600K +2,579 +41%
IP
748
Intellectus Partners
California
$2.06M +$141K +607 +7%
AG
749
Advocate Group
Minnesota
$2.06M +$133K +570 +7%
PVI
750
Pine Valley Investments
New Jersey
$2.06M +$10K +43 +0.5%
28 29
30
31 32