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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 %
BBW
1101
Blue Barn Wealth
Utah
$811K -$37.5K -150 -4%
RIA
1102
Realta Investment Advisors
Delaware
$809K -$19.5K -78 -2%
FCBT
1103
First Citizens Bank & Trust
North Carolina
$805K -$182K -729 -18%
ALC
1104
Alexander Labrunerie & Co
Missouri
$805K +$805K +3,220 New
SFG
1105
Sovereign Financial Group
Connecticut
$804K +$84.5K +338 +12%
EWA
1106
Etesian Wealth Advisors
Oregon
$803K -$60.7K -243 -7%
SC
1107
Sapient Capital
Indiana
$802K +$368K +1,473 +85%
SIS
1108
Sound Income Strategies
Florida
$801K +$731K +2,925 +1,037%
WA
1109
WBH Advisory
Maryland
$800K +$250 +1 +0%
CCWM
1110
Cassaday & Co Wealth Management
Virginia
$795K +$4.5K +18 +0.6%
SQA
1111
Simon Quick Advisors
New Jersey
$794K -$111K -445 -12%
PC
1112
Pecaut & Co
Iowa
$790K -$123K -492 -13%
KTA
1113
Keeley-Teton Advisors
Illinois
$786K +$302K +1,210 +62%
MPW
1114
Monterey Private Wealth
California
$786K +$136K +546 +21%
OFS
1115
Oldfather Financial Services
Nebraska
$779K – – –
NCFG
1116
New Century Financial Group
New Jersey
$777K +$240K +960 +45%
QCG
1117
Quadrant Capital Group
Ohio
$772K +$64.2K +257 +9%
AUB
1118
Atlantic Union Bankshares
Virginia
$769K – – –
HFS
1119
Heritage Financial Services
Massachusetts
$764K -$145K -581 -16%
BWG
1120
Balanced Wealth Group
Ohio
$764K -$675K -2,752 -47%
MPCG
1121
Matrix Private Capital Group
New York
$762K +$64.5K +258 +9%
MCM
1122
Mengis Capital Management
Oregon
$759K +$99.9K +400 +15%
CFO
1123
Collective Family Office
Pennsylvania
$759K +$22.7K +91 +3%
CW
1124
Channel Wealth
California
$757K -$146K -585 -16%
LGWM
1125
Litman Gregory Wealth Management
California
$757K +$67.5K +270 +10%
43 44
45
46 47