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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 %
CC
951
Courier Capital
New York
$1.21M +$99.2K +397 +9%
CGL
952
Clarius Group LLC
Washington
$1.2M -$2.94M -11,784 -71%
RWRC
953
R.W. Roge & Company
New York
$1.2M -$11K -44 -0.9%
SFS
954
Summit Financial Strategies
Ohio
$1.2M +$100K +401 +9%
ECM
955
Evergreen Capital Management
Washington
$1.2M – – –
ECM
956
EagleClaw Capital Management
Massachusetts
$1.19M – – –
MSS
957
Mitchell Sinkler & Starr
Pennsylvania
$1.19M -$1.04M -4,166 -47%
TW
958
Trajan Wealth
Arizona
$1.18M +$1.18M +4,735 New
IIC
959
Ironwood Investment Counsel
Arizona
$1.18M +$43K +172 +4%
OFP
960
OLIO Financial Planning
Virginia
$1.18M – – –
NF
961
Nvest Financial
New Hampshire
$1.18M +$15K +60 +1%
FIA
962
Foundations Investment Advisors
Arizona
$1.18M -$634K -2,539 -35%
SWA
963
Strategies Wealth Advisors
Michigan
$1.17M -$34.5K -138 -3%
BFA
964
Bluestem Financial Advisors
Illinois
$1.17M +$169K +678 +17%
MFG
965
Mosaic Financial Group
Illinois
$1.17M +$1.17M +4,670 New
RWM
966
Ritholtz Wealth Management
New York
$1.17M +$361K +1,446 +45%
NB
967
Nicolet Bankshares
Wisconsin
$1.17M -$117K -470 -9%
ACGA
968
Atlanta Consulting Group Advisors
Georgia
$1.16M +$1.16M +4,656 New
Qube Research & Technologies (QRT)
969
Qube Research & Technologies (QRT)
United Kingdom
$1.15M -$2.34M -9,365 -67%
O3W
970
Omni 360 Wealth
New Jersey
$1.14M -$72.2K -289 -6%
RWM
971
Rockwood Wealth Management
Pennsylvania
$1.13M +$337K +1,350 +42%
OA
972
Operose Advisors
Wisconsin
$1.13M +$342K +1,370 +43%
HNW
973
High Note Wealth
Minnesota
$1.13M -$20.7K -83 -2%
CWMGP
974
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.13M -$36K -144 -3%
SWM
975
SigFig Wealth Management
California
$1.12M +$63.7K +255 +6%
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39
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