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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 %
NFG
76
Nadler Financial Group
Illinois
$59.5M +$1.46M +6,273 +3%
CA
77
Cetera Advisors
Colorado
$57.3M +$1.71M +7,358 +3%
PAI
78
Pittenger & Anderson Inc
Nebraska
$56.1M +$1.23M +5,306 +2%
AWM
79
Axxcess Wealth Management
California
$55.8M +$1.48M +6,379 +3%
EH
80
Equitable Holdings
New York
$55.3M +$864K +3,713 +2%
NA
81
NewEdge Advisors
Louisiana
$54.5M +$2.14M +9,255 +4%
PAG
82
Private Advisor Group
New Jersey
$53.2M -$3.05M -13,097 -5%
CAAS
83
Capital Asset Advisory Services
Michigan
$52.9M +$1.25M +5,384 +2%
NQWM
84
Northwest Quadrant Wealth Management
Oregon
$52M -$11.9K -51 -0%
KAS
85
Kestra Advisory Services
Texas
$48.5M +$15.4M +66,407 +47%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$48.5M -$240K -1,030 -0.5%
CWM
87
Connecticut Wealth Management
Connecticut
$47.8M +$3.39M +14,565 +8%
Comerica Bank
88
Comerica Bank
Texas
$46.6M +$2.69M +11,558 +6%
US Bancorp
89
US Bancorp
Minnesota
$45.6M +$1.31M +5,634 +3%
ME
90
McIlrath & Eck
Washington
$44.4M +$996K +4,281 +2%
CTB
91
Country Trust Bank
Illinois
$44.1M +$739K +3,178 +2%
SWM
92
SilverOak Wealth Management
Minnesota
$43.7M +$43.7M +187,839 New
G
93
GenTrust
Florida
$43.1M +$10.7M +46,007 +33%
VVP
94
Venture Visionary Partners
Ohio
$42.9M +$2.19M +9,423 +5%
BFPW
95
BOK Financial Private Wealth
Colorado
$41.6M -$2.15M -9,230 -5%
NYLIM
96
New York Life Investment Management
New York
$40.9M +$12.6M +54,313 +45%
OHWA
97
Oak Hill Wealth Advisors
Virginia
$40M +$780K +3,351 +2%
AFG
98
Arkansas Financial Group
Arkansas
$39.4M +$133K +572 +0.3%
Bessemer Group
99
Bessemer Group
New Jersey
$39.4M -$743K -3,193 -2%
TTWM
100
TCV Trust & Wealth Management
Virginia
$38.1M -$104K -448 -0.3%
2 3
4
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