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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 %
SDWMA
101
Schneider Downs Wealth Management Advisors
Pennsylvania
$37.5M +$561K +2,412 +2%
NW
102
NewEdge Wealth
Pennsylvania
$37.4M +$6.65M +28,577 +22%
FC
103
Fulcrum Capital
Washington
$37.4M +$1.99M +8,557 +6%
LIM
104
Leavell Investment Management
Alabama
$37.2M +$1.24M +5,341 +3%
RWMH
105
Riverpoint Wealth Management Holdings
Illinois
$36.7M +$319K +1,372 +0.9%
PCTC
106
Perkins Coie Trust Company
Washington
$36.3M +$472K +2,031 +1%
NHT
107
New Hampshire Trust
New Hampshire
$35.7M +$746K +3,208 +2%
BMC
108
Bear Mountain Capital
Washington
$34.9M +$34.9M +153,287 New
SC
109
Stephens Consulting
Michigan
$34.5M +$4M +17,190 +13%
FSWA
110
Financial Synergies Wealth Advisors
Texas
$32.9M -$30.6M -150,163 -48%
HWA
111
Heartwood Wealth Advisors
Virginia
$32.1M +$450K +1,935 +1%
AF
112
Arrow Financial
New York
$31.9M -$737K -3,169 -2%
CI
113
CX Institutional
Indiana
$31.8M -$1.04M -4,452 -3%
AWM
114
AE Wealth Management
Kansas
$31.7M -$14.7M -63,745 -32%
RFC
115
Regions Financial Corp
Alabama
$31.6M +$3.31M +14,229 +12%
EI
116
Ellevest Inc
New York
$30.7M +$961K +4,130 +3%
BI
117
Ballast Inc
Kentucky
$30.3M +$1.18M +5,093 +4%
MAM
118
Marquette Asset Management
Minnesota
$29.4M +$4.08M +17,534 +16%
CSIA
119
Conrad Siegel Investment Advisors
Pennsylvania
$29.2M +$65.4K +281 +0.2%
BBA
120
BLB&B Advisors
Pennsylvania
$28.9M +$120K +516 +0.4%
AM
121
AGF Management
Ontario, Canada
$28.7M +$429K +1,844 +2%
TPW
122
TL Private Wealth
Texas
$28.4M +$787K +3,381 +3%
GT
123
Glenmede Trust
Pennsylvania
$27.6M +$2.19M +9,414 +9%
BP
124
BCK Partners
New York
$27.5M +$105K +453 +0.4%
FW
125
Fidato Wealth
Ohio
$27.4M +$27.4M +117,677 New
3 4
5
6 7