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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,920 hedge funds and large institutions have $44.6B invested in Vanguard Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 855 increasing their positions, 618 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,920
Holders Change
+50
Holders Change %
+2.67%
% of All Funds
27.77%
Holding in Top 10
206
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.57%
% of All Funds
2.98%
New
133
Increased
855
Reduced
618
Closed
54
Calls
$14.8M
Puts
$24.1M
Net Calls
-$9.3M
Net Calls Change
-$17.5M

Top Buyers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$308M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$248M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$3.81B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.48B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$513M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$180M
2
Wells Fargo
Wells Fargo
California
$5.88B
3
SW
Simplicity Wealth
New Jersey
$1.66M
4
SFC
Strategic Financial Concepts
Texas
$290K
5
Creative Planning
Creative Planning
Kansas
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
101
TCV Trust & Wealth Management
Virginia
$42.3M -$71.8K -272 -0.2%
BFPW
102
BOK Financial Private Wealth
Colorado
$42.2M -$1.88M -7,122 -4%
NHT
103
New Hampshire Trust
New Hampshire
$42M +$280K +1,063 +0.7%
RWMH
104
Riverpoint Wealth Management Holdings
Illinois
$41.9M +$233K +883 +0.6%
CI
105
CX Institutional
Indiana
$39.1M +$1.8M +6,834 +5%
BMC
106
Bear Mountain Capital
Washington
$38.7M -$13.4K -50 -0%
SPIA
107
Steward Partners Investment Advisory
New York
$38.1M +$4.67M +17,719 +14%
G
108
GenTrust
Florida
$38.1M -$4.01M -15,185 -10%
EI
109
Ellevest Inc
New York
$37.8M +$1.02M +3,879 +3%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$37.7M +$947K +3,591 +3%
RFC
111
Regions Financial Corp
Alabama
$37.1M +$151K +574 +0.4%
HWA
112
Heartwood Wealth Advisors
Virginia
$36.8M +$244K +926 +0.7%
KIM
113
Kestra Investment Management
Texas
$36.4M +$22.1M +83,726 +154%
US Bancorp
114
US Bancorp
Minnesota
$36.1M -$8.55M -32,406 -19%
SC
115
Stephens Consulting
Michigan
$35.7M +$451K +1,710 +1%
ABC
116
Associated Banc-Corp
Wisconsin
$34.6M +$1.98M +7,495 +6%
BI
117
Ballast Inc
Kentucky
$34.5M +$433K +1,642 +1%
MAM
118
Marquette Asset Management
Minnesota
$34.2M -$83.1K -315 -0.2%
DWM
119
Dechtman Wealth Management
Colorado
$33.9M +$6.31M +23,918 +23%
CIC
120
Cutler Investment Counsel
Oregon
$33.4M +$3.79M +14,347 +13%
PRA
121
Pine Ridge Advisers
New York
$32.8M +$70.4K +267 +0.2%
W
122
Wealthquest
Ohio
$32.3M +$3.27M +12,473 +11%
TPW
123
TL Private Wealth
Texas
$32.2M -$372K -1,421 -1%
AM
124
AGF Management
Ontario, Canada
$31.8M +$379K +1,435 +1%
FW
125
Fidato Wealth
Ohio
$31.8M +$327K +1,241 +1%
3 4
5
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