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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 %
EGM
1376
Engineers Gate Manager
New York
$369K +$369K +1,477 New
RFN
1377
Redwood Financial Network
Ohio
$368K -$7.25K -29 -2%
FWTB
1378
First Western Trust Bank
Colorado
$366K -$51.2K -205 -12%
WF
1379
Wayfinding Financial
Washington
$366K -$16.1K -66 -4%
WA
1380
Wealthstream Advisors
New York
$366K +$1.25K +5 +0.3%
MC
1381
Moors & Cabot
Massachusetts
$366K +$3.75K +15 +1%
SBF
1382
Sara-Bay Financial
Florida
$364K +$27.6K +111 +8%
BCM
1383
Becker Capital Management
Oregon
$364K -$4.75K -19 -1%
WJA
1384
Willis Johnson & Associates
Texas
$364K -$2.25K -9 -0.6%
GT
1385
Greenleaf Trust
Michigan
$363K -$12.2K -49 -3%
SB
1386
Sunflower Bank
Texas
$362K – – –
MPCA
1387
Madison Park Capital Advisors
Washington
$362K +$2.75K +11 +0.8%
DFG
1388
Delta Financial Group
New Jersey
$362K +$30.2K +121 +9%
LFA
1389
Legacy Financial Advisors
Kentucky
$361K -$93.4K -374 -21%
NBT
1390
Northwest Bank & Trust
Iowa
$360K – – –
SDH
1391
Sloy Dahl & Holst
Washington
$359K +$5.25K +21 +1%
CAM
1392
Congress Asset Management
Massachusetts
$357K – – –
TVWM
1393
Tower View Wealth Management
Wisconsin
$357K -$31K -124 -8%
VNA
1394
Valley National Advisers
Pennsylvania
$356K – – –
HWM
1395
Howard Wealth Management
Connecticut
$356K -$7.5K -30 -2%
GFL
1396
Granite FO LLC
New Hampshire
$353K – – –
HHRDM
1397
H&H Retirement Design & Management
Nevada
$352K -$176K -743 -33%
RJTCONH
1398
Raymond James Trust Company of New Hampshire
New Hampshire
$352K -$38.2K -153 -10%
EFA
1399
Edge Financial Advisors
Illinois
$351K +$351K +1,407 New
NEPWA
1400
New England Private Wealth Advisors
Massachusetts
$351K +$993 +4 +0.3%
54 55
56
57 58