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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,921 hedge funds and large institutions have $44.6B invested in Vanguard Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 856 increasing their positions, 618 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
+50
Holders Change %
+2.67%
% of All Funds
27.78%
Holding in Top 10
206
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.57%
% of All Funds
2.98%
New
133
Increased
856
Reduced
618
Closed
54
Calls
$14.8M
Puts
$24.1M
Net Calls
-$9.3M
Net Calls Change
-$17.5M

Top Buyers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$308M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$248M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$116M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$78.6M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$48.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$242M
2
Wells Fargo
Wells Fargo
California
-$211M
3
SW
Simplicity Wealth
New Jersey
-$98M
4
SFC
Strategic Financial Concepts
Texas
-$61.1M
5
Creative Planning
Creative Planning
Kansas
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSF
926
Mustard Seed Financial
Arkansas
$1.43M -$2.64K -10 -0.2%
SWA
927
Strata Wealth Advisors
Texas
$1.42M +$137K +521 +11%
FA
928
Fermata Advisors
California
$1.42M +$587K +2,225 +70%
LWMNY
929
Landmark Wealth Management (New York)
New York
$1.42M +$1.42M +5,380 New
CC
930
Courier Capital
New York
$1.41M +$53.3K +202 +4%
TA
931
TrueWealth Advisors
Alabama
$1.41M -$29.6K -112 -2%
GC
932
Grimes & Company
Massachusetts
$1.41M -$5.81K -22 -0.4%
IWA
933
Inspirion Wealth Advisors
Illinois
$1.4M – – –
SOS
934
Silver Oak Securities
Tennessee
$1.4M +$264K +1,046 +23%
SWA
935
Strategies Wealth Advisors
Michigan
$1.39M +$68.6K +260 +5%
BFO
936
Biltmore Family Office
North Carolina
$1.37M – – –
HWMO
937
Heritage Wealth Management (Ohio)
Ohio
$1.36M -$135K -511 -9%
CHAM
938
Clear Harbor Asset Management
Connecticut
$1.36M -$4.49K -17 -0.3%
GSIAS
939
Garden State Investment Advisory Services
New Jersey
$1.36M -$20.8K -79 -2%
FDCP
940
Foster Dykema Cabot & Partners
Massachusetts
$1.36M +$1.36M +5,137 New
WWM
941
WT Wealth Management
Arizona
$1.35M +$307K +1,137 +29%
PGA
942
Portland Global Advisors
Maine
$1.35M -$7.65K -29 -0.6%
VAMG
943
Voisard Asset Management Group
Michigan
$1.35M -$16.9K -64 -1%
TMWM
944
Taylor & Morgan Wealth Management
Michigan
$1.35M – – –
BL
945
Balentine LLC
Georgia
$1.35M +$148K +562 +12%
CFFP
946
Center for Financial Planning
Michigan
$1.34M – – –
AR
947
Advisory Research
Illinois
$1.34M – – –
WC
948
Weil Company
California
$1.34M +$361K +1,368 +37%
USCWA
949
U.S. Capital Wealth Advisors
Texas
$1.34M +$304K +1,152 +29%
MCCA
950
Mill Creek Capital Advisors
Pennsylvania
$1.33M +$601K +2,277 +82%
36 37
38
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