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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 %
ML
901
Mayport LLC
Massachusetts
$1.39M – – –
BFG
902
Beacon Financial Group
Texas
$1.38M -$40.2K -161 -3%
CAM
903
Chandler Asset Management
California
$1.38M – – –
CHAM
904
Clear Harbor Asset Management
Connecticut
$1.38M +$12.5K +50 +0.9%
AR
905
Advisory Research
Illinois
$1.38M – – –
FCM
906
Fortis Capital Management
Washington
$1.37M +$83.5K +334 +6%
BCI
907
Brinker Capital Investments
Pennsylvania
$1.37M -$508K -2,033 -27%
OPS
908
Orion Portfolio Solutions
Nebraska
$1.37M -$508K -2,033 -27%
PCH
909
PGIM Custom Harvest
New Jersey
$1.37M +$860K +3,440 +169%
OFG
910
Oxford Financial Group
Indiana
$1.36M +$486K +1,944 +55%
MSF
911
Mustard Seed Financial
Arkansas
$1.36M -$73.7K -295 -5%
PGA
912
Portland Global Advisors
Maine
$1.36M -$65K -260 -5%
CFG
913
Citizens Financial Group
Rhode Island
$1.36M -$139K -555 -9%
AF
914
Alerus Financial
North Dakota
$1.34M +$1.34M +5,375 New
KAS
915
KPP Advisory Services
Kentucky
$1.33M +$1.33M +5,330 New
PIA
916
Perennial Investment Advisors
California
$1.33M +$110K +439 +9%
IWA
917
Inspirion Wealth Advisors
Illinois
$1.33M +$250 +1 +0%
EFG
918
Everhart Financial Group
Ohio
$1.33M +$22K +88 +2%
LWMNY
919
Landmark Wealth Management (New York)
New York
$1.32M +$109K +438 +9%
TA
920
TrueWealth Advisors
Alabama
$1.31M -$89.5K -358 -6%
CG
921
Cutler Group
California
$1.3M +$1.3M +5,218 New
CFS
922
Coordinated Financial Services
Colorado
$1.3M +$1.3M +5,213 New
AL
923
Aspiriant LLC
California
$1.3M -$78.7K -315 -6%
GSIAS
924
Garden State Investment Advisory Services
New Jersey
$1.3M – – –
SFS
925
Security Financial Services
Indiana
$1.3M +$27.2K +109 +2%
35 36
37
38 39