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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 %
FIB
1326
First Interstate Bank
Montana
$429K -$37.5K -150 -8%
AMCA
1327
Arthur M. Cohen & Associates
Illinois
$426K +$250 +1 +0.1%
EWM
1328
Echo Wealth Management
Minnesota
$425K -$19.7K -79 -4%
SWRP
1329
Summit Wealth & Retirement Planning
California
$425K – – –
WWP
1330
Walden Wealth Partners
Ohio
$424K – – –
LMKC
1331
L.M. Kohn & Company
Ohio
$424K -$126K -503 -23%
FFM
1332
Forum Financial Management
Illinois
$422K +$89K +356 +27%
TW
1333
TritonPoint Wealth
Maryland
$421K -$63.4K -399 -13%
VP
1334
Verum Partners
North Carolina
$418K +$750 +3 +0.2%
GWA
1335
GGM Wealth Advisors
Maryland
$417K +$107K +432 +34%
ACM
1336
Ategra Capital Management
Virginia
$417K – – –
BBNA
1337
Bremer Bank National Association
Minnesota
$416K +$36.2K +145 +10%
LOPW
1338
Live Oak Private Wealth
North Carolina
$414K -$133K -532 -24%
HWM
1339
Heirloom Wealth Management
Colorado
$413K -$11.7K -47 -3%
MC
1340
Mathes Company
New York
$412K – – –
WCWM
1341
Willow Creek Wealth Management
California
$411K +$23K +92 +6%
LCM
1342
Logan Capital Management
Pennsylvania
$410K – – –
HR
1343
Hardy Reed
Mississippi
$410K +$109K +436 +36%
PS
1344
Portfolio Strategies
New York
$410K +$410K +1,640 New
MCM
1345
MontVue Capital Management
Virginia
$406K – – –
IPAM
1346
Investment Partners Asset Management
New Jersey
$406K – – –
RWG
1347
Ratio Wealth Group
Colorado
$404K -$17.5K -70 -4%
RWA
1348
River Wealth Advisors
Pennsylvania
$404K +$2.75K +11 +0.7%
WSFS
1349
Wilmington Savings Fund Society
Delaware
$403K +$403K +1,612 New
EFN
1350
Equita Financial Network
Pennsylvania
$401K +$155K +619 +63%
52 53
54
55 56