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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 %
FF
1251
Francis Financial
$535K – – –
JWA
1252
JFS Wealth Advisors
Pennsylvania
$534K +$168K +672 +46%
BWM
1253
Birchcreek Wealth Management
Ohio
$533K -$41.2K -165 -7%
BCM
1254
Basso Capital Management
Connecticut
$531K – – –
APP
1255
Avantax Planning Partners
Iowa
$531K +$84.2K +337 +19%
FA
1256
Fiduciary Alliance
South Carolina
$529K -$26.3K -106 -5%
WP
1257
WealthPLAN Partners
Nebraska
$528K +$30.2K +121 +6%
BIM
1258
Baldwin Investment Management
Pennsylvania
$528K +$999 +4 +0.2%
FA
1259
Financial Alternatives
California
$527K – – –
PFWA
1260
Paces Ferry Wealth Advisors
Georgia
$526K +$2K +8 +0.4%
LWM
1261
Lyell Wealth Management
California
$524K – – –
CS
1262
Cannell & Spears
New York
$523K +$523K +2,094 New
BFM
1263
Boston Financial Management
Massachusetts
$522K – – –
MSAM
1264
Moloney Securities Asset Management
Missouri
$522K -$1.75K -7 -0.3%
NWMG
1265
National Wealth Management Group
Ohio
$518K +$9.75K +39 +2%
PSF
1266
Pacific Sun Financial
California
$516K -$45.7K -183 -8%
WTFG
1267
Wells Trecaso Financial Group
Ohio
$509K +$6.25K +25 +1%
PAM
1268
Palisade Asset Management
Minnesota
$509K – – –
PWW
1269
Pettyjohn Wood & White
Virginia
$507K +$16.5K +66 +3%
BB
1270
Busey Bank
Illinois
$506K – – –
MAG
1271
Mayfair Advisory Group
Alabama
$506K +$506K +2,025 New
BMMM
1272
Boston Mountain Money Management
Arkansas
$506K +$506K +2,025 New
SWM
1273
SFG Wealth Management
Maryland
$505K -$7.25K -29 -1%
SB
1274
Strategic Blueprint
Georgia
$503K -$23.5K -94 -4%
LRPA
1275
L. Roy Papp & Associates
Arizona
$499K -$21.2K -85 -4%
49 50
51
52 53