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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,854 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, 786 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,854
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.87%
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
786
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 %
SVWAG
726
Sound View Wealth Advisors Group
Georgia
$2.36M -$189K -756 -7%
RWA
727
Rooted Wealth Advisors
Illinois
$2.36M -$1.18M -4,798 -33%
GA
728
GFS Advisors
Texas
$2.35M – – –
AG
729
Advocate Group
Minnesota
$2.34M +$125K +499 +6%
VCM
730
Vivaldi Capital Management
Illinois
$2.32M -$9.09K -37 -0.4%
SIA
731
Soltis Investment Advisors
Utah
$2.32M +$275K +1,099 +13%
VBFP
732
Valtinson Bruner Financial Planning
Minnesota
$2.32M +$645K +2,582 +39%
IA
733
IFS Advisors
Kansas
$2.31M -$3.5K -14 -0.2%
CAM
734
Columbia Asset Management
Michigan
$2.31M – – –
RI
735
Ridgewood Investments
New Jersey
$2.3M +$80.2K +321 +4%
SFG
736
Seamount Financial Group
Colorado
$2.3M +$102K +410 +5%
LW
737
Linscomb Wealth
Texas
$2.29M -$309K -1,237 -12%
FLPIM
738
F.L. Putnam Investment Management
Massachusetts
$2.28M +$203K +811 +10%
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$2.28M -$1.25K -5 -0.1%
IP
740
Intellectus Partners
California
$2.27M +$57.5K +230 +3%
MAC
741
Mason & Associates (California)
California
$2.27M -$5.98M -23,940 -72%
JAG
742
Journey Advisory Group
Kentucky
$2.27M -$280K -1,121 -11%
STA
743
Summit Trail Advisors
New York
$2.26M +$214K +857 +10%
FA
744
Flagstar Advisors
New York
$2.26M +$96.9K +388 +4%
FRA
745
Frank Rimerman Advisors
California
$2.25M – – –
DWM
746
Dogwood Wealth Management
Kansas
$2.24M – – –
MWM
747
Mittelman Wealth Management
Massachusetts
$2.24M +$2.24M +8,947 New
CWA
748
CM Wealth Advisors
Ohio
$2.23M -$188K -771 -8%
Wealthfront Advisers
749
Wealthfront Advisers
California
$2.23M +$737K +2,948 +49%
HNWAG
750
High Net Worth Advisory Group
Florida
$2.23M +$23.2K +93 +1%
28 29
30
31 32