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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 %
LMKC
1226
L.M. Kohn & Company
Ohio
$512K +$187K +803 +57%
TI
1227
Trexquant Investment
Connecticut
$509K -$550K -2,363 -52%
WCM
1228
Winthrop Capital Management
Indiana
$509K +$509K +2,188 New
LOPW
1229
Live Oak Private Wealth
North Carolina
$509K – – –
SAM
1230
Sequent Asset Management
Texas
$509K +$509K +2,187 New
KCM
1231
Kennicott Capital Management
California
$504K -$233 -1 -0%
FWP
1232
Falcon Wealth Planning
California
$504K +$6.05K +26 +1%
PP
1233
Pegasus Partners
Wisconsin
$503K +$47.5K +204 +10%
NA
1234
Nottingham Advisors
New York
$503K – – –
OC
1235
Oakworth Capital
Alabama
$501K -$3.49K -15 -0.7%
NCFG
1236
New Century Financial Group
New Jersey
$500K +$500K +2,150 New
FF
1237
Francis Financial
$498K – – –
GP
1238
Girard Partners
Pennsylvania
$497K +$253K +1,087 +104%
JCM
1239
Jacobi Capital Management
Pennsylvania
$496K +$98.4K +423 +25%
BCM
1240
Basso Capital Management
Connecticut
$494K – – –
MWM
1241
Modern Wealth Management
Kansas
$494K +$494K +2,123 New
SWPG
1242
Strategic Wealth Partners Group
Illinois
$491K -$31.9K -137 -6%
FA
1243
Financial Alternatives
California
$491K -$43.7K -188 -8%
BIM
1244
Baldwin Investment Management
Pennsylvania
$491K -$45.6K -196 -9%
SB
1245
Strategic Blueprint
Georgia
$490K -$15.8K -68 -3%
CCA
1246
Clarity Capital Advisors
Florida
$489K +$489K +2,103 New
LWM
1247
Lyell Wealth Management
California
$488K -$23.3K -100 -5%
PFWA
1248
Paces Ferry Wealth Advisors
Georgia
$488K +$2.56K +11 +0.5%
MSAM
1249
Moloney Securities Asset Management
Missouri
$488K +$178K +763 +57%
BFM
1250
Boston Financial Management
Massachusetts
$486K – – –
48 49
50
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