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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 %
IFA
751
Index Fund Advisors
California
$2.05M +$4.89K +21 +0.2%
WIA
752
World Investment Advisors
California
$2.05M +$117K +504 +6%
HNWAG
753
High Net Worth Advisory Group
Florida
$2.05M +$189K +811 +10%
SFG
754
Seamount Financial Group
Colorado
$2.05M +$2.05M +8,803 New
AIM
755
Anchor Investment Management
South Carolina
$2.04M -$83.3K -358 -4%
CDH
756
Charles D. Hyman
$2.02M -$17.9K -77 -0.9%
DWM
757
Defined Wealth Management
Oregon
$2.02M -$4.65K -20 -0.2%
GLLW
758
Graves Light Lenhart Wealth
Virginia
$2.01M -$36.5K -157 -2%
FA
759
Flagstar Advisors
New York
$2.01M +$38.4K +165 +2%
FWM
760
Fingerlakes Wealth Management
New York
$2M +$10K +43 +0.5%
BCM
761
Brookstone Capital Management
Illinois
$2M +$87.9K +378 +5%
SLT
762
St Louis Trust
Missouri
$2M +$235K +1,008 +13%
CP
763
Camelot Portfolios
Ohio
$1.99M +$275K +1,184 +16%
BWM
764
Boyd Wealth Management
California
$1.99M +$1.86K +8 +0.1%
NEWAS
765
N.E.W. Advisory Services
Wisconsin
$1.95M -$110K -474 -5%
TI
766
Tidal Investments
Wisconsin
$1.95M +$265K +1,140 +16%
PG
767
Patten Group
Tennessee
$1.94M +$52.1K +224 +3%
AP
768
Adero Partners
California
$1.94M -$56.1K -241 -3%
FLPIM
769
F.L. Putnam Investment Management
Massachusetts
$1.94M -$87.5K -376 -4%
WDG
770
Wealth Dimensions Group
Ohio
$1.93M -$4.89K -21 -0.3%
GC
771
Gibson Capital
Pennsylvania
$1.92M -$102K -440 -5%
WI
772
Wintrust Investments
Illinois
$1.92M -$11.4K -49 -0.6%
SWA
773
Sightline Wealth Advisors
Connecticut
$1.92M -$109K -468 -5%
SIA
774
Soltis Investment Advisors
Utah
$1.9M -$9.07K -39 -0.5%
STA
775
Summit Trail Advisors
New York
$1.9M -$96.1K -413 -5%
29 30
31
32 33