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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 %
S
1126
SignatureFD
Georgia
$755K -$23.7K -95 -3%
ORC
1127
O'Rourke & Company
Massachusetts
$753K +$6.25K +25 +0.8%
TP
1128
Tranquility Partners
Tennessee
$749K +$250 +1 +0%
NP
1129
NorthRock Partners
Minnesota
$748K -$18.5K -74 -2%
BTI
1130
Blue Trust Inc
Georgia
$747K +$16K +64 +2%
GAB
1131
German American Bancorp
Indiana
$747K -$1.68M -6,742 -69%
SAI
1132
Savvy Advisors Inc
New York
$742K +$412K +1,650 +125%
IAA
1133
Independent Advisor Alliance
North Carolina
$739K -$213K -851 -22%
SIAS
1134
Summit Investment Advisory Services
Minnesota
$738K +$6K +24 +0.8%
VFPW
1135
Vantage Financial Partners (Wisconsin)
Wisconsin
$726K +$5K +20 +0.7%
BFA
1136
Buttonwood Financial Advisors
Maryland
$723K – – –
MWA
1137
Muirfield Wealth Advisors
North Carolina
$720K -$20.2K -81 -3%
CIA
1138
Capital Investment Advisors
Georgia
$713K +$29.2K +117 +4%
OBWG
1139
Onyx Bridge Wealth Group
New York
$711K -$6.73K -28 -0.9%
CT
1140
Cambridge Trust
Massachusetts
$711K -$114K -456 -14%
TI
1141
Tidal Investments
Wisconsin
$709K -$1.38M -5,529 -66%
CFIA
1142
Cantor Fitzgerald Investment Advisors
New York
$708K -$4.5K -18 -0.6%
FBFS
1143
First Business Financial Services
Wisconsin
$708K -$45K -180 -6%
IBOK
1144
Independence Bank of Kentucky
Kentucky
$707K -$784K -3,139 -53%
PWG
1145
Private Wealth Group
Florida
$706K – – –
AA
1146
Aufman Associates
Pennsylvania
$706K +$2.75K +11 +0.4%
SFG
1147
Synergy Financial Group
California
$703K +$215K +859 +44%
HIA
1148
Harbor Investment Advisory
Maryland
$703K -$33.7K -135 -5%
CAP
1149
Columbia Advisory Partners
Washington
$697K +$414K +1,658 +147%
ACM
1150
Advance Capital Management
Michigan
$695K +$136K +545 +24%
44 45
46
47 48