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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 %
SF
1051
Symphony Financial
Texas
$819K -$11.8K -52 -1%
OFG
1052
Oxford Financial Group
Indiana
$818K +$49.8K +214 +6%
MPW
1053
Melone Private Wealth
Michigan
$818K -$21.6K -93 -3%
LWM
1054
LJI Wealth Management
Indiana
$817K +$536K +2,304 +191%
RCM
1055
Rain Capital Management
Oregon
$817K +$127K +548 +19%
CWS
1056
Confluence Wealth Services
Pennsylvania
$815K +$507K +2,180 +165%
ES
1057
ETF Store
Kansas
$814K -$14.4K -62 -2%
PL
1058
Plancorp LLC
Missouri
$812K +$6.05K +26 +0.8%
ICP
1059
Interchange Capital Partners
Pennsylvania
$810K +$79.4K +343 +11%
EWA
1060
Etesian Wealth Advisors
Oregon
$808K – – –
SWA
1061
Strata Wealth Advisors
Texas
$805K +$25.6K +110 +3%
USCWA
1062
U.S. Capital Wealth Advisors
Texas
$802K -$19.5K -84 -2%
RCM
1063
RMR Capital Management
California
$798K +$798K +3,425 New
MCM
1064
Mitchell Capital Management
Kansas
$796K -$76.8K -330 -9%
CAM
1065
Covenant Asset Management
New Jersey
$793K -$269K -1,155 -25%
SIC
1066
Sigma Investment Counselors
Michigan
$792K -$4.42K -19 -0.6%
WC
1067
Waterloo Capital
Texas
$790K +$67K +288 +9%
BBW
1068
Blue Barn Wealth
Utah
$790K +$37.9K +163 +5%
Lazard Asset Management
1069
Lazard Asset Management
New York
$790K – – –
PB
1070
Pinnacle Bancorp
Nebraska
$789K +$23.3K +100 +3%
Fisher Asset Management
1071
Fisher Asset Management
Washington
$788K +$11.4K +49 +1%
PCS
1072
Private Client Services
Kentucky
$788K +$788K +3,386 New
FCB
1073
First County Bank
Connecticut
$784K -$309K -1,328 -28%
AFG
1074
Allegheny Financial Group
Pennsylvania
$781K +$49.8K +214 +7%
APWM
1075
Atlas Private Wealth Management
New York
$779K -$4.64M -19,962 -86%
41 42
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