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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 %
WWM
926
WT Wealth Management
Arizona
$1.13M +$1.13M +4,865 New
LWMNY
927
Landmark Wealth Management (New York)
New York
$1.13M +$19.5K +84 +2%
NCMW
928
Northern Capital Management (Washington)
Washington
$1.13M +$72.3K +311 +7%
RWRC
929
R.W. Roge & Company
New York
$1.13M – – –
O3W
930
Omni 360 Wealth
New Jersey
$1.13M +$1.13M +4,836 New
SWA
931
Strategies Wealth Advisors
Michigan
$1.12M -$256K -1,102 -19%
SP
932
Stablepoint Partners
Massachusetts
$1.12M +$1.12M +4,820 New
ECM
933
Evergreen Capital Management
Washington
$1.11M -$32.6K -140 -3%
ECM
934
EagleClaw Capital Management
Massachusetts
$1.11M – – –
SOS
935
Silver Oak Securities
Tennessee
$1.11M -$2.09K -9 -0.2%
MBT
936
Montecito Bank & Trust
California
$1.09M +$5.35K +23 +0.5%
NPT
937
Nixon Peabody Trust
Massachusetts
$1.09M +$307K +1,318 +39%
NF
938
Nvest Financial
New Hampshire
$1.08M +$158K +679 +17%
CWMGP
939
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.08M -$19.5K -84 -2%
MWPCG
940
Measured Wealth Private Client Group
New Hampshire
$1.08M – – –
GLA
941
Good Life Advisors
Pennsylvania
$1.08M -$220K -947 -17%
HNW
942
High Note Wealth
Minnesota
$1.07M -$28.8K -124 -3%
BA
943
BCM Advisors
Louisiana
$1.07M +$193K +831 +22%
ADL
944
Asset Dedication LLC
California
$1.07M +$232 +1 +0%
KOC
945
Koss-Olinger Consulting
Florida
$1.07M -$53K -228 -5%
KL
946
KWMG LLC
Kansas
$1.07M -$64.2K -276 -6%
CWA
947
CJM Wealth Advisers
Virginia
$1.06M +$698 +3 +0.1%
MJRIC
948
Mogy Joel R Investment Counsel
California
$1.06M -$105K -450 -9%
IIC
949
Ironwood Investment Counsel
Arizona
$1.06M -$42.8K -184 -4%
VFA
950
Valeo Financial Advisors
Indiana
$1.06M +$46.3K +199 +5%
36 37
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