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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 %
RIA
1076
Realta Investment Advisors
Delaware
$771K -$362K -1,557 -32%
VFIC
1077
Valley Forge Investment Consultants
Pennsylvania
$769K +$3.26K +14 +0.4%
CT
1078
Cambridge Trust
Massachusetts
$768K -$13K -56 -2%
KWS
1079
Keystone Wealth Services
California
$767K -$498K -2,141 -39%
TIA
1080
Traphagen Investment Advisors
New Jersey
$767K +$233 +1 +0%
LPT
1081
Legacy Private Trust
Wisconsin
$766K +$67K +288 +10%
NAM
1082
NTV Asset Management
West Virginia
$765K – – –
RH
1083
RFG Holdings
Texas
$763K +$763K +3,278 New
AI
1084
Accredited Investors
Minnesota
$760K +$204K +879 +37%
LW
1085
Libra Wealth
California
$753K +$86.1K +370 +13%
FNBT
1086
FineMark National Bank & Trust
Florida
$753K -$30.9K -133 -4%
RTC
1087
Riverview Trust Company
Washington
$749K +$737K +3,168 +5,977%
BWCS
1088
Beirne Wealth Consulting Services
Connecticut
$749K +$749K +3,218 New
RWM
1089
Ritholtz Wealth Management
New York
$749K +$187K +804 +33%
CSPAM
1090
Cary Street Partners Asset Management
Virginia
$746K +$128K +549 +21%
WA
1091
WBH Advisory
Maryland
$745K -$23K -99 -3%
FCH
1092
Freestone Capital Holdings
Washington
$745K +$456K +1,958 +158%
SHFA
1093
SC&H Financial Advisors
Maryland
$743K – – –
RWM
1094
Rockwood Wealth Management
Pennsylvania
$742K -$92.6K -398 -11%
VW
1095
Vantage Wealth
California
$739K +$739K +3,175 New
CCWM
1096
Cassaday & Co Wealth Management
Virginia
$736K – – –
OA
1097
Operose Advisors
Wisconsin
$733K +$300K +1,288 +69%
AA
1098
Advisory Alpha
Michigan
$725K +$209K +899 +41%
S
1099
SignatureFD
Georgia
$725K -$10.5K -45 -1%
OFS
1100
Oldfather Financial Services
Nebraska
$725K -$23.5K -101 -3%
42 43
44
45 46