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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 %
BTWM
951
Baker Tilly Wealth Management
Wisconsin
$1.05M +$51.2K +220 +5%
ARC
952
Advisor Resource Council
Texas
$1.05M +$1.05M +4,512 New
LFAS
953
Level Four Advisory Services
Texas
$1.05M -$24.9K -107 -2%
LFS
954
Lutz Financial Services
Nebraska
$1.05M +$153K +656 +17%
ACA
955
Aptus Capital Advisors
Alabama
$1.04M -$1.14M -4,889 -52%
TA
956
TFG Advisers
Michigan
$1.04M -$23.3K -100 -2%
WCM
957
WealthBridge Capital Management
Ohio
$1.03M +$7.91K +34 +0.8%
CC
958
Courier Capital
New York
$1.03M -$40.2K -173 -4%
KWA
959
Kingswood Wealth Advisors
California
$1.03M +$1.03M +4,412 New
SIG
960
Stonegate Investment Group
Alabama
$1.02M +$64.9K +279 +7%
SFS
961
Summit Financial Strategies
Ohio
$1.02M +$135K +579 +15%
AC
962
AlphaCore Capital
California
$1.02M +$1.16K +5 +0.1%
3IP
963
3Chopt Investment Partners
Virginia
$1.02M +$1.02M +4,368 New
SSWM
964
Smith Salley Wealth Management
North Carolina
$1.02M -$42.6K -183 -4%
LFA
965
Longview Financial Advisors
Alabama
$1.01M +$1.01M +4,362 New
AWM
966
Aspire Wealth Management
Massachusetts
$1.01M -$11.2K -48 -1%
CFMC
967
Curbstone Financial Management Corp
New Hampshire
$1.01M – – –
FMTCOCP
968
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.01M -$274K -1,176 -21%
GWAM
969
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.01M +$35.4K +152 +4%
CA
970
Crewe Advisors
Utah
$1.01M +$158K +680 +19%
VPIM
971
Vanguard Personalized Indexing Management
California
$1M +$84.4K +363 +9%
RT
972
Rockland Trust
Massachusetts
$1M -$15.6K -67 -2%
Neuberger Berman Group
973
Neuberger Berman Group
New York
$1M -$334K -1,437 -25%
LIM
974
Letson Investment Management
Georgia
$999K +$999K +4,295 New
SWM
975
SeaCrest Wealth Management
New York
$997K +$51.3K +225 +5%
37 38
39
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