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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 %
EWM
1301
Echo Wealth Management
Minnesota
$411K -$5.08K -22 -1%
VAF
1302
Values Added Financial
District of Columbia
$408K +$44K +189 +12%
JSW
1303
Journey Strategic Wealth
New Jersey
$408K +$408K +1,753 New
JPLA
1304
Joseph P. Lucia & Associates
New York
$408K -$5.82K -25 -1%
TCPWM
1305
Traverso Chambers Private Wealth Management
California
$405K -$4.65K -20 -1%
WWP
1306
Walden Wealth Partners
Ohio
$405K +$405K +1,741 New
SC
1307
Sapient Capital
Indiana
$404K +$404K +1,736 New
FPGK
1308
Financial Partners Group (Kansas)
Kansas
$403K -$131K -563 -25%
EPP
1309
ETF Portfolio Partners
Kansas
$401K +$6.28K +27 +2%
VWA
1310
VERITY Wealth Advisors
United States
$400K +$1.16K +5 +0.3%
WLPWM
1311
Walled Lake Planning & Wealth Management
Illinois
$398K +$4.65K +20 +1%
AMCA
1312
Arthur M. Cohen & Associates
Illinois
$397K -$16.1K -69 -4%
SWRP
1313
Summit Wealth & Retirement Planning
California
$395K – – –
HWM
1314
Heirloom Wealth Management
Colorado
$395K +$10.7K +46 +3%
QCM
1315
QRG Capital Management
Illinois
$394K +$58.4K +251 +17%
WTB
1316
Washington Trust Bank
Washington
$394K -$24.2K -104 -6%
LWMG
1317
Levy Wealth Management Group
Pennsylvania
$393K +$1.63K +7 +0.4%
RWG
1318
Ratio Wealth Group
Colorado
$392K +$392K +1,687 New
TAM
1319
Townsend Asset Management
North Carolina
$389K +$17.2K +74 +5%
FWTB
1320
First Western Trust Bank
Colorado
$389K -$35.8K -154 -8%
VP
1321
Verum Partners
North Carolina
$388K +$388K +1,670 New
ACM
1322
Ategra Capital Management
Virginia
$388K – – –
SWM
1323
Schwallier Wealth Management
Michigan
$386K +$386K +1,660 New
EA
1324
Ellsworth Advisors
Ohio
$386K +$931 +4 +0.2%
RDWM
1325
Red Door Wealth Management
Tennessee
$386K +$44.4K +191 +13%
51 52
53
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