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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 %
ECA
801
Elevated Capital Advisors
Utah
$1.78M -$65.6K -282 -4%
TCA
802
Transcend Capital Advisors
New Jersey
$1.77M -$535K -2,299 -23%
ESB
803
Essex Savings Bank
Connecticut
$1.77M +$71.4K +307 +4%
GAM
804
Grandview Asset Management
Pennsylvania
$1.77M -$160K -687 -8%
HP
805
Holistic Planning
Texas
$1.76M +$1.76M +7,570 New
APWM
806
Argonautica Private Wealth Management
Massachusetts
$1.76M -$68.2K -293 -4%
WFA
807
West Financial Advisors
Iowa
$1.74M +$160K +686 +10%
AAMC
808
Asset Allocation & Management Company
Illinois
$1.74M – – –
AFGAS
809
Allegiance Financial Group Advisory Services
Virginia
$1.74M -$233 -1 -0%
BCI
810
Brinker Capital Investments
Pennsylvania
$1.74M -$910K -3,940 -34%
OPS
811
Orion Portfolio Solutions
Nebraska
$1.74M -$910K -3,940 -34%
HG
812
Harbor Group
New Hampshire
$1.73M +$1.73M +7,454 New
CCA
813
Checchi Capital Advisers
California
$1.73M +$777K +3,338 +81%
HCMT
814
Highland Capital Management (Tennessee)
Tennessee
$1.73M -$5.58K -24 -0.3%
HWA
815
Heritage Wealth Advisors
Virginia
$1.73M +$382K +1,640 +28%
CWP
816
Cyndeo Wealth Partners
Florida
$1.72M -$119K -510 -6%
IPW
817
Intergy Private Wealth
Colorado
$1.72M +$64.9K +279 +4%
MCWS
818
McKinley Carter Wealth Services
West Virginia
$1.7M -$80.5K -346 -5%
LS
819
Leelyn Smith
Illinois
$1.69M -$14K -60 -0.8%
LPAM
820
Lodestar Private Asset Management
California
$1.68M +$148K +637 +10%
FIA
821
Foundations Investment Advisors
Arizona
$1.68M +$903K +3,892 +116%
EWM
822
Empirical Wealth Management
Washington
$1.68M +$520K +2,236 +45%
LCC
823
Lincoln Capital Corp
Rhode Island
$1.64M -$13K -56 -0.8%
RVPG
824
Relative Value Partners Group
$1.62M -$133K -572 -8%
RDIA
825
RE Dickinson Investment Advisors
Iowa
$1.62M +$10.7K +46 +0.7%
31 32
33
34 35