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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 %
GSIS
1101
Global Strategic Investment Solutions
Arizona
$725K -$124K -535 -15%
FAG
1102
Fortitude Advisory Group
Washington
$719K -$44K -189 -6%
AUB
1103
Atlantic Union Bankshares
Virginia
$716K -$11.6K -50 -2%
NP
1104
NorthRock Partners
Minnesota
$714K +$323K +1,387 +82%
TW
1105
TritonPoint Wealth
Maryland
$710K +$710K +3,051 New
DWG
1106
Darden Wealth Group
Michigan
$704K +$704K +3,028 New
PI
1107
PFG Investments
New York
$703K -$17.9K -77 -2%
FBFS
1108
First Business Financial Services
Wisconsin
$701K -$420K -1,807 -37%
TP
1109
Tranquility Partners
Tennessee
$698K -$194K -836 -22%
GWM
1110
Geneos Wealth Management
Colorado
$697K -$32.1K -138 -4%
PTP
1111
Platform Technology Partners
New York
$696K +$165K +699 +31%
ORC
1112
O'Rourke & Company
Massachusetts
$695K +$15.1K +65 +2%
OBWG
1113
Onyx Bridge Wealth Group
New York
$694K -$88.2K -379 -11%
DWMG
1114
DB Wealth Management Group
California
$691K +$1.86K +8 +0.3%
MWA
1115
Muirfield Wealth Advisors
North Carolina
$689K +$689K +2,962 New
HIA
1116
Harbor Investment Advisory
Maryland
$686K +$186K +801 +37%
CFO
1117
Collective Family Office
Pennsylvania
$685K – – –
SIAS
1118
Summit Investment Advisory Services
Minnesota
$681K -$48.8K -210 -7%
HKIMG
1119
Hutchens & Kramer Investment Management Group
Indiana
$676K -$158K -681 -19%
BFA
1120
Buttonwood Financial Advisors
Maryland
$673K -$20.7K -89 -3%
VFPW
1121
Vantage Financial Partners (Wisconsin)
Wisconsin
$671K +$163K +700 +32%
NFG
1122
Northeast Financial Group
Pennsylvania
$671K +$671K +2,883 New
WG
1123
Welch Group
Alabama
$670K -$7.68K -33 -1%
SFG
1124
Sovereign Financial Group
Connecticut
$670K -$129K -555 -16%
GM
1125
GeoWealth Management
Illinois
$664K +$549K +2,362 +479%
43 44
45
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