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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 %
NEWAS
776
N.E.W. Advisory Services
Wisconsin
$2.06M -$40K -160 -2%
TFCP
777
Twin Focus Capital Partners
Massachusetts
$2.06M +$36K +144 +2%
WDG
778
Wealth Dimensions Group
Ohio
$2.06M -$14.2K -57 -0.7%
DC
779
DeDora Capital
California
$2.04M -$375K -1,499 -15%
IA
780
IFG Advisors
Missouri
$2.04M +$7.5K +30 +0.4%
CWP
781
Cyndeo Wealth Partners
Florida
$2.03M +$178K +712 +10%
CSB
782
City State Bank
Iowa
$2.02M +$50K +200 +3%
KBFS
783
Kohmann Bosshard Financial Services
Ohio
$2.02M -$9.75K -39 -0.5%
GC
784
Gibson Capital
Pennsylvania
$2.01M -$54.2K -217 -3%
HH
785
Hilltop Holdings
Texas
$2M +$23.7K +95 +1%
WCM
786
Windham Capital Management
Massachusetts
$2M -$1.51M -6,053 -43%
HTC
787
Haverford Trust Company
Pennsylvania
$1.99M -$21.5K -86 -1%
WPW
788
Watershed Private Wealth
Illinois
$1.99M -$567K -2,268 -22%
SCP
789
Stevens Capital Partners
Nebraska
$1.99M -$44.2K -177 -2%
PI
790
PFG Investments
New York
$1.98M +$1.23M +4,911 +162%
AG
791
AlTi Global
New York
$1.98M – – –
CST
792
Charles Schwab Trust
Nevada
$1.98M +$29.5K +118 +2%
GC
793
Gilbert & Cook
Iowa
$1.97M -$923K -3,694 -32%
APWM
794
Argonautica Private Wealth Management
Massachusetts
$1.97M +$82.2K +329 +4%
SKK
795
Shepherd Kaplan Krochuk
Massachusetts
$1.97M +$7.75K +31 +0.4%
TCA
796
Transcend Capital Advisors
New Jersey
$1.96M +$56.5K +226 +3%
Betterment LLC
797
Betterment LLC
New York
$1.96M +$1.03M +4,136 +112%
P
798
Pitcairn
Pennsylvania
$1.96M +$1.04M +4,162 +114%
BFA
799
Bragg Financial Advisors
North Carolina
$1.94M +$21K +84 +1%
SPA
800
Sentinel Pension Advisors
Massachusetts
$1.94M -$310K -1,241 -14%
30 31
32
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