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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 %
B
901
Bridgeworth
Alabama
$1.2M +$3.72K +16 +0.3%
TMWM
902
Taylor & Morgan Wealth Management
Michigan
$1.2M +$81.4K +350 +7%
FCM
903
Fortis Capital Management
Washington
$1.2M -$27.2K -117 -2%
GC
904
Grimes & Company
Massachusetts
$1.2M -$57K -245 -5%
AL
905
ACAS LLC
California
$1.2M -$430K -1,847 -26%
NB
906
Nicolet Bankshares
Wisconsin
$1.19M +$39.5K +170 +3%
SCA
907
Stillwater Capital Advisors
Pennsylvania
$1.19M +$192K +825 +19%
SWM
908
Segment Wealth Management
Texas
$1.19M -$22.3K -96 -2%
CL
909
Cabana LLC
Arkansas
$1.19M +$1.19M +5,110 New
PCA
910
Pallas Capital Advisors
Massachusetts
$1.19M -$175K -754 -13%
SFS
911
Security Financial Services
Indiana
$1.18M +$144K +619 +14%
OFP
912
OLIO Financial Planning
Virginia
$1.18M +$104K +445 +10%
TPI
913
Trust Point Inc
Wisconsin
$1.18M +$1.18M +5,067 New
SWM
914
Spire Wealth Management
Virginia
$1.18M +$71K +310 +6%
RCAG
915
Rehmann Capital Advisory Group
Michigan
$1.18M +$157K +674 +15%
RSVP
916
Ramsay Stattman Vela & Price
Colorado
$1.18M – – –
GP
917
Greenline Partners
New York
$1.17M – – –
ACI
918
Alpha Cubed Investments
California
$1.17M -$119K -513 -9%
SF
919
Safeguard Financial
Wisconsin
$1.16M +$45.8K +197 +4%
MCM
920
MidAtlantic Capital Management
Virginia
$1.16M +$1.16M +4,969 New
HPC
921
HM Payson & Co
Maine
$1.15M -$96.5K -415 -8%
CFFP
922
Center for Financial Planning
Michigan
$1.15M – – –
GC
923
Guidance Capital
Kentucky
$1.14M -$59.7K -258 -5%
National Bank of Canada
924
National Bank of Canada
Quebec, Canada
$1.14M +$311K +1,344 +38%
PIA
925
Perennial Investment Advisors
California
$1.13M +$115K +496 +11%
35 36
37
38 39