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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 %
CCM
1201
Carlson Capital Management
Minnesota
$536K +$37.5K +161 +8%
GKIM
1202
GW&K Investment Management
Massachusetts
$536K – – –
CPW
1203
Cove Private Wealth
New York
$536K +$536K +2,303 New
BWM
1204
Birchcreek Wealth Management
Ohio
$535K -$20K -86 -4%
FSG
1205
Financial Strategies Group
Michigan
$534K +$534K +2,331 New
PI
1206
Pachira Investments
California
$533K +$56.1K +241 +12%
IGWM
1207
ICA Group Wealth Management
Colorado
$533K +$8.16K +35 +2%
KLI
1208
Kelman-Lazarov Inc
Tennessee
$532K -$10.5K -45 -2%
OWMIAS
1209
One Wealth Management Investment & Advisory Services
Florida
$532K +$532K +2,287 New
AWM
1210
Accel Wealth Management
Iowa
$531K +$4.19K +18 +0.8%
WIC
1211
Willis Investment Counsel
Georgia
$529K – – –
HWP
1212
Hibernia Wealth Partners
Louisiana
$529K +$241K +1,037 +84%
LWM
1213
Lodestone Wealth Management
Washington
$527K +$287K +1,234 +120%
BFA
1214
Beaumont Financial Advisors
Massachusetts
$525K +$94.9K +408 +22%
PSF
1215
Pacific Sun Financial
California
$523K -$233 -1 -0%
WP
1216
Westmount Partners
California
$523K -$89.8K -386 -15%
JBA
1217
Johnson Bixby & Associates
Washington
$522K +$522K +2,244 New
HHRDM
1218
H&H Retirement Design & Management
Nevada
$521K – – –
FA
1219
Fiduciary Alliance
South Carolina
$521K -$18.8K -81 -3%
ACM
1220
Advance Capital Management
Michigan
$521K -$33K -142 -6%
MWP
1221
Meridian Wealth Partners
Pennsylvania
$520K +$1.86K +8 +0.4%
MWA
1222
MN Wealth Advisors
Kansas
$518K +$518K +2,225 New
CT
1223
Colonial Trust
South Carolina
$516K +$29.1K +125 +6%
SFG
1224
Sunburst Financial Group
Alabama
$515K -$2.56K -11 -0.5%
T
1225
TCWP
Ohio
$513K +$513K +2,204 New
47 48
49
50 51