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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 %
RBC
876
Romano Brothers & Co
Illinois
$1.49M -$20.5K -82 -1%
VIM
877
Vista Investment Management
Pennsylvania
$1.49M -$20.2K -81 -1%
NCMW
878
Northern Capital Management (Washington)
Washington
$1.48M +$269K +1,076 +22%
EF
879
Empowered Funds
Pennsylvania
$1.48M -$15.9M -63,695 -91%
EWM
880
Empirical Wealth Management
Washington
$1.48M -$331K -1,326 -18%
LWM
881
LongView Wealth Management
Georgia
$1.47M -$489K -1,957 -25%
S
882
Sachetta
Massachusetts
$1.47M – – –
KFA
883
Kelleher Financial Advisors
New York
$1.47M +$177K +710 +14%
IC
884
IEQ Capital
California
$1.47M +$128K +513 +10%
CAGAS
885
Capital Advisory Group Advisory Services
Minnesota
$1.46M +$43.2K +173 +3%
MGWM
886
Marks Group Wealth Management
Minnesota
$1.46M -$250 -1 -0%
PTC
887
Private Trust Company
Ohio
$1.44M -$264K -1,058 -15%
WEG
888
World Equity Group
Illinois
$1.44M +$45K +180 +3%
FL
889
FreeGulliver LLC
Louisiana
$1.44M +$5.5K +22 +0.4%
EA
890
Eudaimonia Advisors
Tennessee
$1.43M +$46K +184 +3%
WWC
891
Waypoint Wealth Counsel
Georgia
$1.43M +$2K +8 +0.1%
ACA
892
Affinity Capital Advisors
California
$1.43M -$4.25K -17 -0.3%
TCOV
893
Trust Company of Vermont
Vermont
$1.43M +$112K +450 +9%
ACM
894
Alpha Capital Management
Texas
$1.43M -$581K -2,326 -29%
TI
895
Truepoint Inc
Ohio
$1.43M -$1.13M -4,507 -44%
SWA
896
Sightline Wealth Advisors
Connecticut
$1.42M -$635K -2,540 -31%
SEP
897
Southland Equity Partners
Missouri
$1.42M +$109K +437 +8%
CW
898
CreativeOne Wealth
Kansas
$1.41M +$381K +1,523 +37%
APWM
899
Atlas Private Wealth Management
New York
$1.4M +$558K +2,234 +67%
GC
900
Grimes & Company
Massachusetts
$1.39M +$107K +427 +8%
34 35
36
37 38