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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 %
BCA
776
Bay Colony Advisors
Massachusetts
$1.9M +$43.7K +188 +2%
IA
777
IFG Advisors
Missouri
$1.9M +$32.8K +141 +2%
SCP
778
Stevens Capital Partners
Nebraska
$1.89M -$438K -1,883 -19%
KBFS
779
Kohmann Bosshard Financial Services
Ohio
$1.89M -$183K -787 -9%
CAC
780
Certified Advisory Corp
Florida
$1.89M -$16.5K -71 -0.9%
TFCP
781
Twin Focus Capital Partners
Massachusetts
$1.88M +$3.72K +16 +0.2%
HTC
782
Haverford Trust Company
Pennsylvania
$1.87M +$106K +455 +6%
ACM
783
Alpha Capital Management
Texas
$1.87M -$10.7K -46 -0.6%
AG
784
AlTi Global
New York
$1.84M +$1.84M +7,921 New
HH
785
Hilltop Holdings
Texas
$1.84M +$1.84M +7,911 New
CSB
786
City State Bank
Iowa
$1.84M -$67.9K -292 -4%
CJ
787
Caitlin John
Michigan
$1.83M +$1.83M +7,870 New
SKK
788
Shepherd Kaplan Krochuk
Massachusetts
$1.82M -$2.56K -11 -0.1%
NDSI
789
Newman Dignan & Sheerar Inc
Rhode Island
$1.81M +$110K +471 +6%
PBF
790
Petix & Botte Financial
California
$1.81M -$1.86K -8 -0.1%
CST
791
Charles Schwab Trust
Nevada
$1.81M -$157K -676 -8%
ECG
792
Edge Capital Group
Georgia
$1.81M -$201K -865 -10%
CC
793
Callan Capital
California
$1.81M -$23.5K -101 -1%
LWM
794
LongView Wealth Management
Georgia
$1.8M +$1.8M +7,852 New
SW
795
StrongBox Wealth
Missouri
$1.8M +$44.2K +190 +3%
V
796
VeraBank
Texas
$1.8M -$533K -2,293 -23%
SAG
797
SageView Advisory Group
California
$1.8M +$246K +1,060 +16%
BSB
798
Bangor Savings Bank
Maine
$1.79M -$64K -275 -3%
BTW
799
Boston Trust Walden
Massachusetts
$1.79M -$23.3K -100 -1%
BFA
800
Bragg Financial Advisors
North Carolina
$1.79M -$56.3K -242 -3%
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