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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 %
JAFL
976
Jay A. Fishman Ltd
Michigan
$996K -$479K -2,060 -32%
EP
977
Eudaimonia Partners
Tennessee
$995K +$13.5K +58 +1%
SFS
978
Sharp Financial Services
Pennsylvania
$994K +$994K +4,273 New
FFA
979
Fragasso Financial Advisors
Pennsylvania
$991K +$41.9K +180 +4%
SWM
980
SigFig Wealth Management
California
$980K -$46.1K -198 -4%
FFA
981
Florida Financial Advisors
Florida
$980K +$980K +4,212 New
FNB
982
Farmers National Bank
Kentucky
$979K +$17K +73 +2%
AIM
983
AMI Investment Management
Indiana
$976K +$29.8K +128 +3%
WA
984
Wealth Architects
California
$974K +$233 +1 +0%
CCFM
985
Clear Creek Financial Management
Washington
$967K +$553K +2,379 +134%
DFA
986
Delta Financial Advisors
Louisiana
$966K -$25.1K -108 -3%
BHIA
987
Birch Hill Investment Advisors
Massachusetts
$965K +$26.1K +112 +3%
OSAM
988
O'Shaughnessy Asset Management
Connecticut
$965K -$266K -1,144 -22%
QCM
989
Quantinno Capital Management
New York
$964K +$316K +1,360 +49%
MPM
990
Meritage Portfolio Management
Kansas
$963K +$253K +1,087 +36%
DAM
991
Derbend Asset Management
Georgia
$962K +$233 +1 +0%
GWM
992
Greenhouse Wealth Management
Connecticut
$962K -$5.12K -22 -0.5%
SL
993
SWMG LLC
Texas
$961K -$40.7K -175 -4%
CW
994
CreativeOne Wealth
Kansas
$955K +$464K +1,996 +95%
AC
995
Avestar Capital
New York
$954K +$115K +494 +14%
PT
996
Plimoth Trust
Massachusetts
$951K +$168K +724 +22%
CPRC
997
Consolidated Portfolio Review Corp
New York
$949K -$54K -232 -5%
SWM
998
Selective Wealth Management
Virginia
$938K -$64.2K -282 -6%
BFA
999
Bluestem Financial Advisors
Illinois
$932K -$5.35K -23 -0.6%
SWP
1000
Summit Wealth Partners
Florida
$931K -$21.6K -93 -2%
38 39
40
41 42