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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 %
BW
1176
BIP Wealth
Georgia
$639K +$15.7K +63 +3%
HWP
1177
Hibernia Wealth Partners
Louisiana
$639K +$71K +284 +12%
AIFAIM
1178
American Institute for Advanced Investment Management
Arizona
$638K – – –
PEA
1179
Park Edge Advisors
Ohio
$637K +$250 +1 +0%
FMTCOCP
1180
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$636K -$448K -1,791 -41%
AWC
1181
Adamsbrown Wealth Consultants
Kansas
$636K – – –
ONST
1182
Old North State Trust
North Carolina
$634K +$634K +2,536 New
DDC
1183
DF Dent & Co
Maryland
$633K – – –
EWS
1184
Eagle Wealth Strategies
New Jersey
$630K -$17.5M -70,454 -97%
WG
1185
Welch Group
Alabama
$630K -$89.7K -359 -12%
GWM
1186
Geneos Wealth Management
Colorado
$629K -$119K -477 -16%
JFGIW
1187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$629K -$258K -1,031 -29%
BWM
1188
Blossom Wealth Management
California
$629K +$29.5K +118 +5%
SCG
1189
Sonata Capital Group
Washington
$628K – – –
DAS
1190
Diversify Advisory Services
Utah
$627K +$627K +2,525 New
T
1191
TNF
Montana
$626K -$24K -100 -4%
GD
1192
Grandfield & Dodd
New York
$623K – – –
SSWM
1193
Smith Salley Wealth Management
North Carolina
$623K -$468K -1,873 -43%
MIA
1194
Milestone Investment Advisors
Wisconsin
$620K – – –
WA
1195
Wambolt & Associates
Colorado
$618K -$5.71K -23 -0.9%
BWP
1196
BSW Wealth Partners
Colorado
$618K -$72.7K -291 -11%
RSWM
1197
Robertson Stephens Wealth Management
California
$616K +$250 +1 +0%
SWM
1198
Stockman Wealth Management
Montana
$615K +$9.5K +38 +2%
DI
1199
Diligent Investors
California
$614K +$250 +1 +0%
HCMG
1200
Howard Capital Management Group
California
$613K +$613K +2,453 New
46 47
48
49 50