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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 %
LFS
976
Lutz Financial Services
Nebraska
$1.11M -$9K -36 -0.8%
MBT
977
Montecito Bank & Trust
California
$1.11M -$55K -220 -5%
WCM
978
WealthBridge Capital Management
Ohio
$1.11M +$999 +4 +0.1%
ATI
979
ARK & TLK Investments
Oklahoma
$1.11M -$357K -1,430 -24%
MWA
980
Monograph Wealth Advisors
California
$1.11M +$1.11M +4,427 New
MWPCG
981
Measured Wealth Private Client Group
New Hampshire
$1.1M -$59K -236 -5%
FFA
982
Fragasso Financial Advisors
Pennsylvania
$1.09M +$30.2K +121 +3%
WPW
983
Waldron Private Wealth
Pennsylvania
$1.09M +$401K +1,604 +58%
CFMC
984
Curbstone Financial Management Corp
New Hampshire
$1.09M – – –
AWM
985
Aspire Wealth Management
Massachusetts
$1.08M -$8.25K -33 -0.8%
SOS
986
Silver Oak Securities
Tennessee
$1.08M -$110K -440 -9%
RT
987
Rockland Trust
Massachusetts
$1.08M – – –
MJRIC
988
Mogy Joel R Investment Counsel
California
$1.08M -$62.5K -250 -5%
TA
989
TFB Advisors
Kansas
$1.07M +$485K +2,040 +82%
LIM
990
Letson Investment Management
Georgia
$1.07M – – –
OFG
991
Omega Financial Group
California
$1.07M -$255K -1,022 -19%
CA
992
Crewe Advisors
Utah
$1.07M -$14K -56 -1%
AIM
993
AMI Investment Management
Indiana
$1.06M +$15.5K +62 +1%
CCFM
994
Clear Creek Financial Management
Washington
$1.06M +$21.5K +86 +2%
BC
995
Bowman & Company
Wisconsin
$1.05M +$133K +533 +15%
SWA
996
Strata Wealth Advisors
Texas
$1.05M +$186K +743 +21%
LFAS
997
Level Four Advisory Services
Texas
$1.05M – – –
JAFL
998
Jay A. Fishman Ltd
Michigan
$1.04M -$25K -100 -2%
KWA
999
Kingswood Wealth Advisors
California
$1.04M -$58.5K -234 -5%
LA
1000
LexAurum Advisors
Kansas
$1.04M +$141K +564 +16%
38 39
40
41 42