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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 %
SWA
851
Sax Wealth Advisors
New Jersey
$1.44M +$14.9K +64 +1%
CIA
852
Compass Ion Advisors
Pennsylvania
$1.43M +$13K +56 +0.9%
LFA
853
Laraway Financial Advisors
Minnesota
$1.43M +$7.91K +34 +0.6%
GLA
854
Great Lakes Advisors
Illinois
$1.43M +$66.8K +287 +5%
BFO
855
Boston Family Office
Massachusetts
$1.42M -$11.6K -50 -0.8%
PO
856
Private Ocean
California
$1.41M +$465 +2 +0%
AIM
857
Aspen Investment Management
Michigan
$1.41M – – –
MWM
858
Maltin Wealth Management
New Jersey
$1.4M +$148K +638 +12%
RBC
859
Romano Brothers & Co
Illinois
$1.4M -$21.2K -91 -1%
VIM
860
Vista Investment Management
Pennsylvania
$1.4M -$20.2K -87 -1%
BAM
861
BOS Asset Management
Illinois
$1.4M +$4.65K +20 +0.3%
Wealthfront Advisers
862
Wealthfront Advisers
California
$1.39M +$127K +544 +10%
CFG
863
Citizens Financial Group
Rhode Island
$1.39M +$431K +1,853 +45%
DSA
864
Droms Strauss Advisors
Missouri
$1.39M -$465 -2 -0%
IBOK
865
Independence Bank of Kentucky
Kentucky
$1.39M -$11.2K -48 -0.8%
CPWM
866
Cypress Point Wealth Management
Texas
$1.37M +$3.72K +16 +0.3%
ATI
867
ARK & TLK Investments
Oklahoma
$1.37M +$1.37M +5,870 New
BWG
868
Balanced Wealth Group
Ohio
$1.36M +$1.36M +5,865 New
MGWM
869
Marks Group Wealth Management
Minnesota
$1.36M – – –
ACA
870
Atlas Capital Advisors
Wyoming
$1.36M -$361K -1,553 -21%
MSF
871
Mustard Seed Financial
Arkansas
$1.34M +$1.34M +5,753 New
C
872
Certuity
Florida
$1.34M +$399K +1,715 +42%
ACA
873
Affinity Capital Advisors
California
$1.33M -$78.2K -336 -6%
FL
874
FreeGulliver LLC
Louisiana
$1.33M +$1.33M +5,726 New
WWC
875
Waypoint Wealth Counsel
Georgia
$1.33M -$318K -1,365 -19%
33 34
35
36 37