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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 %
EBA
1201
Eagle Bay Advisors
New York
$611K +$609K +2,436 +27,067%
CAMG
1202
CWA Asset Management Group
Florida
$611K -$82.9K -332 -12%
FB
1203
Fulton Bank
Pennsylvania
$610K -$5K -20 -0.8%
JWM
1204
Janiczek Wealth Management
Colorado
$607K +$385K +1,541 +174%
WIM
1205
Warwick Investment Management
Texas
$606K -$16.7K -67 -3%
BWM
1206
Baron Wealth Management
Michigan
$601K +$79.2K +317 +15%
NCTC
1207
New Covenant Trust Company
Indiana
$599K +$599K +2,399 New
4WM
1208
49 Wealth Management
Texas
$599K – – –
RFN
1209
RDA Financial Network
Iowa
$599K +$1.75K +7 +0.3%
OW
1210
Olistico Wealth
Oklahoma
$598K -$13.2K -53 -2%
GFP
1211
Gryphon Financial Partners
Ohio
$597K -$44.7K -179 -7%
MWA
1212
MN Wealth Advisors
Kansas
$597K +$41K +164 +7%
LRIA
1213
Leonard Rickey Investment Advisors
Washington
$596K +$6.25K +25 +1%
TC
1214
TAP Consulting
Missouri
$595K -$43.2K -173 -7%
GP
1215
Geneva Partners
Wisconsin
$590K -$3.24M -12,964 -85%
BTWM
1216
Brass Tax Wealth Management
Ohio
$590K +$590K +2,362 New
PI
1217
Pachira Investments
California
$590K +$17K +68 +3%
SFPG
1218
Stonebridge Financial Planning Group
Florida
$588K +$176K +706 +43%
HA
1219
Herold Advisors
New York
$586K -$71.2K -285 -11%
FBT
1220
First Bank & Trust
South Dakota
$582K +$582K +2,330 New
MWA
1221
Moser Wealth Advisors
Washington
$578K – – –
AAS
1222
Annex Advisory Services
Wisconsin
$578K +$578K +2,315 New
STB
1223
S&T Bank
Pennsylvania
$578K -$6.25K -25 -1%
RCA
1224
Ranch Capital Advisors
Florida
$577K -$750 -3 -0.1%
GKIM
1225
GW&K Investment Management
Massachusetts
$575K – – –
47 48
49
50 51