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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,853 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, 785 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,853
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.86%
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
785
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
$3.93B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$174M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.62B
4
SW
Simplicity Wealth
New Jersey
$88.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$696M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.8B
2
Cerity Partners
Cerity Partners
New York
$116M
3
MIS
Morningstar Investment Services
Illinois
$92.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$396M
5
Charles Schwab
Charles Schwab
California
$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
101
Leavell Investment Management
Alabama
$40.7M +$709K +2,838 +2%
PCTC
102
Perkins Coie Trust Company
Washington
$40.5M +$1.5M +5,998 +4%
TTWM
103
TCV Trust & Wealth Management
Virginia
$40.5M -$495K -1,982 -1%
AT
104
American Trust
Kentucky
$39.7M -$34.6M -138,586 -47%
RWMH
105
Riverpoint Wealth Management Holdings
Illinois
$39.5M +$99.2K +397 +0.3%
NW
106
NewEdge Wealth
Pennsylvania
$38.8M +$242K +1,008 +0.6%
NHT
107
New Hampshire Trust
New Hampshire
$38.3M +$500 +2 +0%
SC
108
Stephens Consulting
Michigan
$35.9M -$1.07M -4,300 -3%
HWA
109
Heartwood Wealth Advisors
Virginia
$34.4M -$120K -482 -0.3%
CI
110
CX Institutional
Indiana
$34.3M +$139K +558 +0.4%
NYLIM
111
New York Life Investment Management
New York
$34.3M -$9.65M -38,617 -22%
RFC
112
Regions Financial Corp
Alabama
$34.1M +$222K +887 +0.7%
BMC
113
Bear Mountain Capital
Washington
$33.9M -$2.13M -9,071 -6%
EI
114
Ellevest Inc
New York
$33.7M +$816K +3,264 +2%
AF
115
Arrow Financial
New York
$33M -$1.25M -5,003 -4%
BI
116
Ballast Inc
Kentucky
$32.7M +$92.2K +369 +0.3%
MAM
117
Marquette Asset Management
Minnesota
$31.9M +$344K +1,378 +1%
AM
118
AGF Management
Ontario, Canada
$31.6M +$803K +3,215 +3%
SPIA
119
Steward Partners Investment Advisory
New York
$31.3M +$23.8M +95,198 +318%
TPW
120
TL Private Wealth
Texas
$30.8M +$631K +2,549 +2%
BBA
121
BLB&B Advisors
Pennsylvania
$30.5M -$517K -2,069 -2%
GT
122
Glenmede Trust
Pennsylvania
$30.5M +$820K +3,281 +3%
CSIA
123
Conrad Siegel Investment Advisors
Pennsylvania
$30.3M -$1.04M -4,178 -3%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$29.8M +$3.63M +14,545 +14%
BP
125
BCK Partners
New York
$29.4M -$52.7K -211 -0.2%
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5
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