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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 %
EFG
1151
Ehrlich Financial Group
California
$625K +$625K +2,685 New
TC
1152
TownSquare Capital
Utah
$621K -$2.36M -10,126 -79%
AWA
1153
Aletheian Wealth Advisors
Washington
$616K – – –
SPW
1154
Sonoma Private Wealth
California
$614K -$122K -526 -17%
MCM
1155
Mengis Capital Management
Oregon
$614K +$116K +500 +23%
MLL
1156
Moody Lynn & Lieberson
Massachusetts
$613K +$14.4K +62 +2%
HA
1157
Herold Advisors
New York
$612K -$62.4K -268 -9%
BTI
1158
Blue Trust Inc
Georgia
$610K -$2.75M -13,180 -82%
CAI
1159
Capital Advisors Inc
Oklahoma
$610K +$1.4K +6 +0.2%
WW
1160
Westshore Wealth
California
$607K – – –
HGWM
1161
Horst & Graben Wealth Management
Oregon
$605K -$24.4K -105 -4%
MPW
1162
Monterey Private Wealth
California
$605K -$37K -159 -6%
NGA
1163
Naples Global Advisors
Florida
$600K +$128K +550 +27%
SC
1164
Slow Capital
California
$599K +$17.9K +77 +3%
PCM
1165
Penn Capital Management
Pennsylvania
$598K +$223K +957 +59%
GFP
1166
Gryphon Financial Partners
Ohio
$598K +$598K +2,569 New
TC
1167
TAP Consulting
Missouri
$594K -$242K -1,039 -29%
AIFAIM
1168
American Institute for Advanced Investment Management
Arizona
$594K -$26.8K -115 -4%
PEA
1169
Park Edge Advisors
Ohio
$593K +$233 +1 +0%
AWC
1170
Adamsbrown Wealth Consultants
Kansas
$592K +$233 +1 +0%
DDC
1171
DF Dent & Co
Maryland
$589K – – –
WA
1172
Wambolt & Associates
Colorado
$584K +$53.3K +229 +10%
SCG
1173
Sonata Capital Group
Washington
$584K – – –
BW
1174
BIP Wealth
Georgia
$580K -$2.33K -10 -0.4%
GD
1175
Grandfield & Dodd
New York
$580K +$21.6K +93 +4%
45 46
47
48 49