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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 %
CCG
826
Cypress Capital Group
Florida
$1.6M -$67.9K -292 -4%
CIA
827
Covington Investment Advisors
Pennsylvania
$1.6M -$50.7K -218 -3%
PD
828
Planning Directions
Pennsylvania
$1.6M +$69.6K +299 +5%
NLP
829
Next Level Private
New York
$1.59M -$13.3K -57 -0.8%
PTC
830
Private Trust Company
Ohio
$1.59M -$52.6K -226 -3%
WB
831
West Bancorporation
Iowa
$1.58M -$52.6K -226 -3%
IF
832
Ironwood Financial
Arizona
$1.58M +$282K +1,211 +22%
DWT
833
Dorsey & Whitney Trust
South Dakota
$1.57M – – –
SSB
834
Sandy Spring Bank
Maryland
$1.57M -$243K -1,045 -13%
V
835
ViaWealth
Kansas
$1.56M -$453K -1,948 -22%
NB
836
NBT Bank
New York
$1.56M +$899K +3,864 +136%
FFA
837
Farther Finance Advisors
California
$1.56M +$1.4M +6,036 +909%
VBFP
838
Valtinson Bruner Financial Planning
Minnesota
$1.56M +$10K +43 +0.6%
WWM
839
Western Wealth Management
Colorado
$1.54M +$257K +1,103 +20%
MFWP
840
Mosaic Family Wealth Partners
Missouri
$1.53M +$64K +275 +4%
SAG
841
Spotlight Asset Group
Illinois
$1.52M – – –
BAG
842
Bridgewealth Advisory Group
California
$1.51M +$458K +1,970 +44%
NS
843
NBC Securities
Alabama
$1.48M +$1.63K +7 +0.1%
S
844
Sachetta
Massachusetts
$1.47M +$1.47M +6,329 New
PPP
845
Private Portfolio Partners
New Jersey
$1.47M -$27.7K -119 -2%
CCG
846
Chatham Capital Group
Georgia
$1.47M -$5.82K -25 -0.4%
HWMG
847
Hurlow Wealth Management Group
Indiana
$1.46M -$3.26K -14 -0.2%
ATC
848
Adirondack Trust Company
New York
$1.44M – – –
MWA
849
Midland Wealth Advisors
Illinois
$1.44M +$1.44M +6,189 New
MF
850
Montis Financial
Massachusetts
$1.44M – – –
32 33
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