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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 %
BFO
926
Biltmore Family Office
North Carolina
$1.29M – – –
VAMG
927
Voisard Asset Management Group
Michigan
$1.29M – – –
OSAM
928
O'Shaughnessy Asset Management
Connecticut
$1.29M +$253K +1,012 +24%
TMWM
929
Taylor & Morgan Wealth Management
Michigan
$1.29M – – –
RCAG
930
Rehmann Capital Advisory Group
Michigan
$1.28M +$15.5K +62 +1%
TC
931
TownSquare Capital
Utah
$1.28M +$612K +2,451 +92%
SCA
932
Stillwater Capital Advisors
Pennsylvania
$1.28M -$5K -20 -0.4%
CFFP
933
Center for Financial Planning
Michigan
$1.27M +$37.5K +150 +3%
WWM
934
Western Wealth Management
Colorado
$1.27M -$387K -1,548 -23%
NB
935
NBT Bank
New York
$1.27M -$409K -1,635 -24%
HHWM
936
Hiley Hunt Wealth Management
Nebraska
$1.26M -$127K -508 -9%
FM
937
Family Management
New York
$1.26M -$1.63M -6,510 -56%
RSVP
938
Ramsay Stattman Vela & Price
Colorado
$1.26M – – –
GP
939
Greenline Partners
New York
$1.26M – – –
PCA
940
Pallas Capital Advisors
Massachusetts
$1.26M -$16.2K -65 -1%
SIG
941
Stonegate Investment Group
Alabama
$1.25M +$154K +617 +14%
TPI
942
Trust Point Inc
Wisconsin
$1.25M -$16.2K -65 -1%
Fisher Asset Management
943
Fisher Asset Management
Washington
$1.24M +$397K +1,587 +47%
VFA
944
Valeo Financial Advisors
Indiana
$1.23M +$145K +604 +13%
PT
945
Plimoth Trust
Massachusetts
$1.22M +$197K +790 +19%
TAM
946
Titleist Asset Management
Texas
$1.22M +$252K +1,007 +26%
MCM
947
MidAtlantic Capital Management
Virginia
$1.21M -$29K -116 -2%
AL
948
ACAS LLC
California
$1.21M -$74.5K -298 -6%
HPC
949
HM Payson & Co
Maine
$1.21M -$29.2K -117 -2%
CAL
950
Capital Analysts LLC
Pennsylvania
$1.21M +$320K +1,279 +36%
36 37
38
39 40