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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 %
CAC
801
Certified Advisory Corp
Florida
$1.93M -$92.9K -372 -5%
BTW
802
Boston Trust Walden
Massachusetts
$1.93M – – –
WFA
803
West Financial Advisors
Iowa
$1.92M +$51K +204 +3%
FT
804
Fiduciary Trust
Massachusetts
$1.91M -$2.4M -9,586 -56%
IPW
805
Intergy Private Wealth
Colorado
$1.9M +$56.5K +226 +3%
SFA
806
Sequoia Financial Advisors
Ohio
$1.9M -$372K -1,490 -16%
HCMT
807
Highland Capital Management (Tennessee)
Tennessee
$1.88M +$21.5K +86 +1%
C
808
Certuity
Florida
$1.87M +$437K +1,750 +30%
GAM
809
Grandview Asset Management
Pennsylvania
$1.87M -$25K -100 -1%
AAMC
810
Asset Allocation & Management Company
Illinois
$1.87M – – –
AFGAS
811
Allegiance Financial Group Advisory Services
Virginia
$1.87M +$3.75K +15 +0.2%
BSB
812
Bangor Savings Bank
Maine
$1.87M -$58.7K -235 -3%
HG
813
Harbor Group
New Hampshire
$1.86M +$750 +3 +0%
HWA
814
Heritage Wealth Advisors
Virginia
$1.86M +$1.75K +7 +0.1%
RDIA
815
RE Dickinson Investment Advisors
Iowa
$1.83M +$93.2K +373 +5%
MWM
816
Maltin Wealth Management
New Jersey
$1.82M +$312K +1,248 +21%
SAG
817
Spotlight Asset Group
Illinois
$1.82M – – –
IFA
818
Interactive Financial Advisors
Illinois
$1.82M -$437K -1,748 -19%
ECA
819
Elevated Capital Advisors
Utah
$1.82M -$97.2K -389 -5%
HP
820
Holistic Planning
Texas
$1.81M -$78K -312 -4%
LS
821
Leelyn Smith
Illinois
$1.81M – – –
V
822
VeraBank
Texas
$1.8M -$131K -523 -7%
CC
823
Callan Capital
California
$1.8M -$139K -558 -7%
AFG
824
Atomi Financial Group
New York
$1.79M +$1.12M +4,477 +166%
LPAM
825
Lodestar Private Asset Management
California
$1.78M -$24.7K -99 -1%
31 32
33
34 35