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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 %
CD
1001
Chapin Davis
Maryland
$930K – – –
TFM
1002
TFC Financial Management
Massachusetts
$926K +$296K +1,272 +47%
BAM
1003
Belpointe Asset Management
Nevada
$923K -$227K -977 -20%
TSWM
1004
Triangle Securities Wealth Management
North Carolina
$921K – – –
SJGA
1005
Stephen J. Garry & Associates
New York
$920K +$920K +3,955 New
FCBT
1006
First Citizens Bank & Trust
North Carolina
$919K -$32.6K -140 -3%
Deutsche Bank
1007
Deutsche Bank
Germany
$918K +$151K +650 +20%
RPGK
1008
Retirement Planning Group (Kansas)
Kansas
$908K +$346K +1,489 +62%
TAM
1009
Titleist Asset Management
Texas
$898K +$68.4K +294 +8%
WJWM
1010
Williams Jones Wealth Management
New York
$897K -$538K -2,311 -37%
MG
1011
MilWealth Group
Wisconsin
$896K -$9.07K -39 -1%
OA
1012
Oxbow Advisors
Texas
$884K – – –
AO
1013
Advisor OS
Illinois
$878K +$11.4K +49 +1%
EFA
1014
Evernest Financial Advisors
Indiana
$878K +$878K +3,773 New
SFG
1015
StrategIQ Financial Group
Indiana
$876K +$11.4K +49 +1%
HGA
1016
Hobbs Group Advisors
South Carolina
$875K +$875K +3,763 New
EAM
1017
Evanson Asset Management
California
$875K +$698 +3 +0.1%
SC
1018
Schoolcraft Capital
Colorado
$875K – – –
LF
1019
LifePlan Financial
Minnesota
$873K +$873K +3,751 New
AGC
1020
Aspen Grove Capital
Colorado
$871K +$18.5K +80 +2%
KCIC
1021
Kuhn & Co Investment Counsel
Illinois
$869K +$869K +3,735 New
PFSC
1022
Peoples Financial Services Corp
Pennsylvania
$869K +$16.3K +70 +2%
MAM
1023
Marotta Asset Management
Virginia
$866K -$37.2K -160 -4%
HW
1024
Hancock Whitney
Mississippi
$864K +$307K +1,318 +55%
MA
1025
MJP Associates
Connecticut
$864K -$3.02K -13 -0.3%
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