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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 %
MCCA
1151
Mill Creek Capital Advisors
Pennsylvania
$695K -$206K -823 -23%
SCTC
1152
Sanibel Captiva Trust Company
Florida
$692K +$11.2K +45 +2%
BCG
1153
Breakwater Capital Group
New Jersey
$686K +$99.9K +400 +17%
TNB
1154
Thomasville National Bank
Georgia
$682K -$5.25K -21 -0.8%
HKIMG
1155
Hutchens & Kramer Investment Management Group
Indiana
$679K -$42.7K -172 -6%
WW
1156
Westshore Wealth
California
$679K +$26.5K +106 +4%
MLL
1157
Moody Lynn & Lieberson
Massachusetts
$677K +$19.5K +78 +3%
GSIS
1158
Global Strategic Investment Solutions
Arizona
$677K -$101K -405 -13%
ANBT
1159
American National Bank & Trust
Texas
$676K – – –
AFG
1160
Allegheny Financial Group
Pennsylvania
$674K -$164K -657 -20%
ACI
1161
Alpha Cubed Investments
California
$671K -$582K -2,331 -46%
LW
1162
Libra Wealth
California
$668K -$141K -564 -17%
SBIA
1163
Sheaff Brock Investment Advisors
Indiana
$668K -$44.5K -178 -6%
NFG
1164
Northeast Financial Group
Pennsylvania
$667K -$53K -212 -7%
SC
1165
Slow Capital
California
$664K +$20K +80 +3%
HSA
1166
HBK Sorce Advisory
Pennsylvania
$662K -$43.2K -173 -6%
IAIM
1167
International Assets Investment Management
Florida
$661K +$53.9K +217 +9%
MWM
1168
Mascoma Wealth Management
New Hampshire
$659K +$47.5K +190 +8%
AP
1169
Americana Partners
Texas
$655K -$31K -124 -5%
SPW
1170
Sonoma Private Wealth
California
$654K -$6K -24 -0.9%
WB
1171
Webster Bank
Connecticut
$652K +$31.5K +126 +5%
AWA
1172
Aletheian Wealth Advisors
Washington
$651K -$9.99K -40 -2%
HGWM
1173
Horst & Graben Wealth Management
Oregon
$648K -$2.5K -10 -0.4%
NGA
1174
Naples Global Advisors
Florida
$644K – – –
PWM
1175
Paulson Wealth Management
Illinois
$643K -$31.5K -126 -5%
45 46
47
48 49