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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 %
BBPWM
1226
Blue Bell Private Wealth Management
Pennsylvania
$573K -$4K -16 -0.7%
QCM
1227
Quantinno Capital Management
New York
$573K -$463K -1,853 -45%
AG
1228
Ascent Group
Virginia
$573K +$96.4K +386 +20%
IGWM
1229
ICA Group Wealth Management
Colorado
$572K +$501 +2 +0.1%
AWM
1230
Accel Wealth Management
Iowa
$571K +$999 +4 +0.2%
WIC
1231
Willis Investment Counsel
Georgia
$569K – – –
DPI
1232
Diversified Portfolios Inc
Michigan
$567K -$16.5K -66 -3%
KLI
1233
Kelman-Lazarov Inc
Tennessee
$567K -$4.75K -19 -0.8%
WP
1234
Westmount Partners
California
$563K +$1.75K +7 +0.3%
LWM
1235
Lodestone Wealth Management
Washington
$562K -$4K -16 -0.7%
WLPWM
1236
Walled Lake Planning & Wealth Management
Illinois
$558K +$130K +522 +31%
NA
1237
Nottingham Advisors
New York
$557K +$17K +68 +3%
FSG
1238
Financial Strategies Group
Michigan
$557K -$20K -81 -3%
T
1239
TCWP
Ohio
$551K – – –
SWM
1240
Silverlake Wealth Management
Vermont
$549K -$29K -116 -5%
FWP
1241
Falcon Wealth Planning
California
$549K +$7.5K +30 +1%
MWP
1242
Meridian Wealth Partners
Pennsylvania
$548K -$10.2K -41 -2%
FWCM
1243
Ferguson Wellman Capital Management
Oregon
$548K +$38K +152 +7%
SFG
1244
Sunburst Financial Group
Alabama
$546K -$3.23K -13 -0.6%
SAM
1245
Sequent Asset Management
Texas
$546K – – –
KCM
1246
Kennicott Capital Management
California
$542K – – –
OC
1247
Oakworth Capital
Alabama
$541K +$3K +12 +0.6%
EFG
1248
Ehrlich Financial Group
California
$540K -$131K -523 -19%
CCA
1249
Clarity Capital Advisors
Florida
$537K +$11.5K +46 +2%
DCM
1250
DGS Capital Management
New Jersey
$535K +$535K +2,141 New
48 49
50
51 52