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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 %
AG
1276
Ascent Group
Virginia
$449K -$18.4K -78 -4%
OWA
1277
Octavia Wealth Advisors
Ohio
$447K -$41.4K -178 -8%
B
1278
Bensler
Washington
$447K +$465 +2 +0.1%
BFS
1279
Burkett Financial Services
South Carolina
$446K +$446K +1,918 New
ETIA
1280
Epic Trust Investment Advisors
Washington
$444K -$329K -1,413 -43%
SFO
1281
Stokes Family Office
Louisiana
$442K -$220K -947 -33%
NFP
1282
NorthLanding Financial Partners
New York
$439K -$49.3K -212 -10%
GWM
1283
GSB Wealth Management
Connecticut
$438K +$233 +1 +0.1%
LWCFA
1284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$435K – – –
FIB
1285
First Interstate Bank
Montana
$434K +$57.5K +247 +15%
OFG
1286
Orcam Financial Group
California
$432K +$1.4K +6 +0.3%
PSP
1287
Pacific Sage Partners
Washington
$430K – – –
GHA
1288
Granite Harbor Advisors
Texas
$430K -$30.7K -132 -7%
NSAM
1289
North Star Asset Management
Wisconsin
$429K -$28.4K -122 -6%
AIM
1290
Athena Investment Management
California
$428K – – –
LFA
1291
Legacy Financial Advisors
Kentucky
$423K +$198K +850 +88%
FCIM
1292
Fairview Capital Investment Management
California
$422K – – –
IAG
1293
Investmark Advisory Group
Connecticut
$420K – – –
BIAS
1294
Beacon Investment Advisory Services
New Jersey
$419K -$1.86K -8 -0.4%
UL
1295
Unionview LLC
Washington
$419K -$15.4K -66 -4%
DP
1296
Divergent Planning
Maryland
$417K -$13.9K -60 -3%
SRWM
1297
Shira Ridge Wealth Management
California
$417K -$46.8K -201 -10%
SMA
1298
Sage Mountain Advisors
Georgia
$416K – – –
APP
1299
Avantax Planning Partners
Iowa
$416K +$416K +1,788 New
RIP
1300
RAM Investment Partners
Washington
$416K +$416K +1,787 New
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