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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,853 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, 785 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,853
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.86%
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
785
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
$3.93B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$174M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.62B
4
SW
Simplicity Wealth
New Jersey
$88.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$696M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.8B
2
Cerity Partners
Cerity Partners
New York
$116M
3
MIS
Morningstar Investment Services
Illinois
$92.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$396M
5
Charles Schwab
Charles Schwab
California
$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Nadler Financial Group
Illinois
$64M +$43.2K +173 +0.1%
KAS
77
Kestra Advisory Services
Texas
$63.1M +$11M +44,175 +21%
PAI
78
Pittenger & Anderson Inc
Nebraska
$61.2M +$917K +3,669 +2%
AWM
79
Axxcess Wealth Management
California
$60.8M +$878K +3,512 +1%
OAM
80
Oppenheimer Asset Management
New York
$60.1M -$6.86M -27,437 -10%
EH
81
Equitable Holdings
New York
$59.5M +$139K +555 +0.2%
CAAS
82
Capital Asset Advisory Services
Michigan
$56.7M +$854K +3,472 +2%
NQWM
83
Northwest Quadrant Wealth Management
Oregon
$55.9M +$55K +220 +0.1%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$53.6M +$1.52M +6,096 +3%
PAG
85
Private Advisor Group
New Jersey
$53.4M -$3.72M -14,899 -7%
CWM
86
Connecticut Wealth Management
Connecticut
$50.8M -$565K -2,263 -1%
NA
87
NewEdge Advisors
Louisiana
$50.6M -$8.35M -33,435 -14%
Comerica Bank
88
Comerica Bank
Texas
$50M -$54K -216 -0.1%
ME
89
McIlrath & Eck
Washington
$49.1M +$1.47M +5,868 +3%
US Bancorp
90
US Bancorp
Minnesota
$49M +$45.5K +182 +0.1%
SWM
91
SilverOak Wealth Management
Minnesota
$47.5M +$558K +2,234 +1%
VVP
92
Venture Visionary Partners
Ohio
$47.3M +$1.21M +4,852 +3%
G
93
GenTrust
Florida
$45.7M -$559K -2,237 -1%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$43.7M -$24.9M -99,810 -36%
SDWMA
95
Schneider Downs Wealth Management Advisors
Pennsylvania
$43.6M +$3.37M +13,506 +8%
CTB
96
Country Trust Bank
Illinois
$43.6M -$3.81M -15,245 -8%
BFPW
97
BOK Financial Private Wealth
Colorado
$43.2M -$1.49M -5,961 -3%
Bessemer Group
98
Bessemer Group
New Jersey
$43M +$703K +2,815 +2%
AFG
99
Arkansas Financial Group
Arkansas
$42.8M +$481K +1,926 +1%
FC
100
Fulcrum Capital
Washington
$41.8M +$1.61M +6,463 +4%
2 3
4
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