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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 %
ETIA
1351
Epic Trust Investment Advisors
Washington
$400K -$77.2K -309 -16%
SFM
1352
Signet Financial Management
New Jersey
$400K +$88.2K +353 +28%
EA
1353
Ellsworth Advisors
Ohio
$399K +$960 +4 +0.2%
LSAG
1354
Lake Street Advisors Group
New Hampshire
$399K +$21.5K +86 +6%
RPWA
1355
Regent Peak Wealth Advisors
Georgia
$396K +$40.2K +161 +11%
DTC
1356
Davidson Trust Company
Washington
$395K +$395K +1,579 New
LWMG
1357
Levy Wealth Management Group
Pennsylvania
$393K – – –
FFBTD
1358
First Financial Bank - Trust Division
Ohio
$392K -$6.5K -26 -2%
BFG
1359
Berger Financial Group
Minnesota
$392K -$15.2K -61 -4%
SI
1360
Saxon Interests
Texas
$391K -$22K -88 -5%
VPP
1361
Vertex Planning Partners
Illinois
$390K – – –
SL
1362
SWMG LLC
Texas
$387K -$646K -2,584 -63%
TW
1363
Transform Wealth
Colorado
$387K -$7.5K -30 -2%
SFS
1364
Strategic Financial Services
New York
$385K +$9.99K +40 +3%
PCS
1365
Personal CFO Solutions
New Jersey
$378K +$32.7K +131 +9%
AWA
1366
Alta Wealth Advisors
Massachusetts
$377K -$7.49K -30 -2%
BWA
1367
Bordeaux Wealth Advisors
California
$377K +$82K +328 +28%
FFA
1368
Founders Financial Alliance
North Carolina
$376K +$44.2K +177 +13%
ML
1369
McAdam LLC
Pennsylvania
$375K +$250 +1 +0.1%
WA1
1370
Wimmer Associates 1
California
$375K – – –
EIA
1371
Edgemoor Investment Advisors
Maryland
$375K – – –
OWMIAS
1372
One Wealth Management Investment & Advisory Services
Florida
$374K -$197K -790 -35%
VWA
1373
VERITY Wealth Advisors
United States
$371K -$58.2K -233 -14%
SHIM
1374
Stone House Investment Management
Pennsylvania
$370K +$41.2K +165 +13%
PP
1375
Pegasus Partners
Wisconsin
$369K -$172K -687 -32%
53 54
55
56 57