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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 %
SI
1326
Saxon Interests
Texas
$385K -$5.55M -23,864 -94%
SFPG
1327
Stonebridge Financial Planning Group
Florida
$383K +$383K +1,647 New
MC
1328
Mathes Company
New York
$383K – – –
LCM
1329
Logan Capital Management
Pennsylvania
$382K -$20.7K -89 -5%
CA
1330
Claro Advisors
Massachusetts
$381K +$72.4K +311 +23%
BFG
1331
Berger Financial Group
Minnesota
$379K +$6.98K +30 +2%
MCM
1332
MontVue Capital Management
Virginia
$378K +$378K +1,626 New
IPAM
1333
Investment Partners Asset Management
New Jersey
$378K +$378K +1,624 New
MIG
1334
McGuire Investment Group
Rhode Island
$374K +$72.1K +310 +24%
RWA
1335
River Wealth Advisors
Pennsylvania
$374K +$5.35K +23 +1%
FFBTD
1336
First Financial Bank - Trust Division
Ohio
$371K +$1.63K +7 +0.4%
VFA
1337
Voya Financial Advisors
Connecticut
$370K -$61.8K -264 -14%
IAG
1338
Investment Advisory Group
Massachusetts
$370K +$60.9K +262 +20%
DI
1339
Disciplined Investments
Oklahoma
$369K +$233 +1 +0.1%
CWM
1340
Congress Wealth Management
Massachusetts
$368K -$16.3K -70 -4%
TWP
1341
Tyche Wealth Partners
Texas
$367K +$367K +1,579 New
TW
1342
Transform Wealth
Colorado
$367K -$21.6K -93 -6%
WF
1343
Wayfinding Financial
Washington
$365K +$96K +413 +36%
RJTCONH
1344
Raymond James Trust Company of New Hampshire
New Hampshire
$363K -$698 -3 -0.2%
VPP
1345
Vertex Planning Partners
Illinois
$363K – – –
WCWM
1346
Willow Creek Wealth Management
California
$362K – – –
TVWM
1347
Tower View Wealth Management
Wisconsin
$361K +$1.63K +7 +0.5%
GF
1348
Gries Financial
Ohio
$360K – – –
AWA
1349
Alta Wealth Advisors
Massachusetts
$358K -$831K -3,573 -70%
BBNA
1350
Bremer Bank National Association
Minnesota
$353K +$38.6K +166 +12%
52 53
54
55 56