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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 %
WC
1076
Waterloo Capital
Texas
$868K +$19.2K +77 +2%
USCWA
1077
U.S. Capital Wealth Advisors
Texas
$868K +$7K +28 +0.8%
FCH
1078
Freestone Capital Holdings
Washington
$867K +$67K +268 +8%
GWAM
1079
Guardian Wealth Advisors (Minnesota)
Minnesota
$866K -$217K -870 -20%
PGF
1080
Plan Group Financial
Oklahoma
$866K +$866K +3,465 New
MAS
1081
Madden Advisory Services
Florida
$864K -$23.7K -95 -3%
GIA
1082
Goodwin Investment Advisory
Georgia
$854K -$60.7K -243 -7%
1CP
1083
17 Capital Partners
Arizona
$851K +$851K +3,404 New
OA
1084
Oxbow Advisors
Texas
$850K -$99.9K -400 -11%
Lazard Asset Management
1085
Lazard Asset Management
New York
$849K – – –
HAS
1086
HBW Advisory Services
California
$848K – – –
LPT
1087
Legacy Private Trust
Wisconsin
$847K +$24K +96 +3%
HNB
1088
Hilltop National Bank
Wyoming
$846K +$846K +3,386 New
FCB
1089
First County Bank
Connecticut
$839K -$4K -16 -0.5%
FNBT
1090
FineMark National Bank & Trust
Florida
$838K +$29.5K +118 +4%
DWG
1091
Darden Wealth Group
Michigan
$832K +$75K +300 +10%
GLA
1092
Good Life Advisors
Pennsylvania
$829K -$328K -1,311 -28%
VFIC
1093
Valley Forge Investment Consultants
Pennsylvania
$826K +$750 +3 +0.1%
KWS
1094
Keystone Wealth Services
California
$824K – – –
Deutsche Bank
1095
Deutsche Bank
Germany
$824K -$162K -650 -16%
TIA
1096
Traphagen Investment Advisors
New Jersey
$822K -$1.5K -6 -0.2%
NAM
1097
NTV Asset Management
West Virginia
$821K – – –
AI
1098
Accredited Investors
Minnesota
$820K +$3.75K +15 +0.5%
SHFA
1099
SC&H Financial Advisors
Maryland
$820K +$22K +88 +3%
SFS
1100
Sharp Financial Services
Pennsylvania
$815K -$252K -1,010 -24%
42 43
44
45 46