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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 %
PGA
876
Portland Global Advisors
Maine
$1.33M – – –
BFG
877
Beacon Financial Group
Texas
$1.33M +$294K +1,264 +29%
CAGAS
878
Capital Advisory Group Advisory Services
Minnesota
$1.32M -$51.9K -223 -4%
TA
879
TrueWealth Advisors
Alabama
$1.31M -$70.7K -304 -5%
WEG
880
World Equity Group
Illinois
$1.3M +$712K +3,061 +121%
ML
881
Mayport LLC
Massachusetts
$1.3M +$671K +2,885 +107%
HHWM
882
Hiley Hunt Wealth Management
Nebraska
$1.29M +$1.29M +5,565 New
EA
883
Eudaimonia Advisors
Tennessee
$1.29M +$21.4K +92 +2%
CAM
884
Chandler Asset Management
California
$1.29M – – –
AL
885
Aspiriant LLC
California
$1.28M – – –
AR
886
Advisory Research
Illinois
$1.28M – – –
CHAM
887
Clear Harbor Asset Management
Connecticut
$1.27M +$698 +3 +0.1%
FA
888
FF Advisors
California
$1.25M +$1.25M +5,370 New
IC
889
IEQ Capital
California
$1.25M +$174K +748 +16%
OFG
890
Omega Financial Group
California
$1.24M +$2.09K +9 +0.2%
IWA
891
Inspirion Wealth Advisors
Illinois
$1.23M -$9.95K -43 -0.8%
TCOV
892
Trust Company of Vermont
Vermont
$1.22M +$52.1K +224 +4%
JFGLC
893
Johnson Financial Group LLC (Colorado)
Colorado
$1.22M +$17.4K +75 +1%
SEP
894
Southland Equity Partners
Missouri
$1.22M -$8.38K -36 -0.7%
GSIAS
895
Garden State Investment Advisory Services
New Jersey
$1.21M -$15.6K -67 -1%
EFG
896
Everhart Financial Group
Ohio
$1.21M +$69.3K +298 +6%
ONB
897
Old National Bancorp
Indiana
$1.21M -$76.8K -330 -6%
BFO
898
Biltmore Family Office
North Carolina
$1.21M – – –
KFA
899
Kelleher Financial Advisors
New York
$1.2M -$5.35K -23 -0.4%
VAMG
900
Voisard Asset Management Group
Michigan
$1.2M +$1.2M +5,173 New
34 35
36
37 38