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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 %
IFA
1126
Interactive Financial Advisors
Illinois
$664K +$416K +5,653 +167%
GPA
1127
Garrison Point Advisors
California
$664K -$5.12K -22 -0.8%
CFIA
1128
Cantor Fitzgerald Investment Advisors
New York
$664K +$664K +2,852 New
SBIA
1129
Sheaff Brock Investment Advisors
Indiana
$663K +$465 +2 +0.1%
DI
1130
DFPG Investments
Utah
$662K +$10K +44 +2%
MWM
1131
Mission Wealth Management
California
$659K -$16.8K -72 -2%
QCG
1132
Quadrant Capital Group
Ohio
$659K +$18.1K +78 +3%
PWG
1133
Private Wealth Group
Florida
$657K – – –
HSA
1134
HBK Sorce Advisory
Pennsylvania
$656K -$313K -1,346 -32%
AA
1135
Aufman Associates
Pennsylvania
$655K +$3.49K +15 +0.5%
MPCG
1136
Matrix Private Capital Group
New York
$649K +$14K +60 +2%
CAMG
1137
CWA Asset Management Group
Florida
$646K -$171K -733 -21%
WPW
1138
Waldron Private Wealth
Pennsylvania
$644K +$38.4K +165 +6%
BWP
1139
BSW Wealth Partners
Colorado
$643K -$234K -1,005 -27%
LGWM
1140
Litman Gregory Wealth Management
California
$642K +$57.9K +249 +10%
TNB
1141
Thomasville National Bank
Georgia
$640K +$2.09K +9 +0.3%
CWC
1142
Carolinas Wealth Consulting
North Carolina
$639K +$65.8K +283 +11%
AP
1143
Americana Partners
Texas
$638K -$5.35K -23 -0.8%
CIA
1144
Capital Investment Advisors
Georgia
$636K +$9.77K +42 +2%
SCTC
1145
Sanibel Captiva Trust Company
Florida
$634K +$634K +2,726 New
T
1146
TNF
Montana
$631K +$117K +501 +23%
ANBT
1147
American National Bank & Trust
Texas
$630K +$61K +262 +11%
PWM
1148
Paulson Wealth Management
Illinois
$628K -$49.3K -212 -7%
AFG
1149
Atomi Financial Group
New York
$628K +$42.8K +184 +7%
LDB
1150
Lee, Danner & Bass
Tennessee
$628K – – –
44 45
46
47 48