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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 %
MCM
1401
Morton Capital Management
California
$313K +$41.4K +178 +15%
KW
1402
KWB Wealth
California
$312K – – –
SW
1403
Simplicity Wealth
New Jersey
$311K +$311K +1,337 New
SA
1404
Strategic Advisors
New York
$311K -$27.2K -117 -8%
CFGSD
1405
Compass Financial Group (South Dakota)
South Dakota
$310K -$549K -2,361 -64%
FFM
1406
Forum Financial Management
Illinois
$310K -$53.3K -229 -15%
PRI
1407
Prepared Retirement Institute
Pennsylvania
$310K +$310K +1,333 New
FBC
1408
Fairfield, Bush & Co
Connecticut
$310K +$698 +3 +0.2%
DFG
1409
Delta Financial Group
New Jersey
$309K +$309K +1,328 New
FFA
1410
Founders Financial Alliance
North Carolina
$309K +$465 +2 +0.2%
FCC
1411
Flower City Capital
New York
$309K – – –
DA
1412
Detalus Advisors
Missouri
$307K -$12.6K -54 -4%
SAI
1413
Savvy Advisors Inc
New York
$307K +$307K +1,318 New
FNA
1414
First National Advisers
Nebraska
$307K +$307K +1,318 New
SHIM
1415
Stone House Investment Management
Pennsylvania
$306K +$33.7K +145 +12%
TT
1416
TI-Trust
Illinois
$305K – – –
CSC
1417
Caldwell Sutter Capital
California
$304K +$20.9K +90 +7%
CCA
1418
Cora Capital Advisors
New Jersey
$304K +$9.07K +39 +3%
HP
1419
HT Partners
Connecticut
$304K +$34.9K +150 +13%
WAM
1420
WealthTrust Asset Management
Florida
$302K +$2.56K +11 +0.9%
AWP
1421
Accretive Wealth Partners
New Jersey
$301K – – –
AIMC
1422
Alley Investment Management Company
Illinois
$300K +$931 +4 +0.3%
SAM
1423
Summit Asset Management
Tennessee
$297K – – –
HW
1424
Hamilton Wealth
California
$297K – – –
GWS
1425
Glassman Wealth Services
Virginia
$296K +$83.1K +357 +39%
55 56
57
58 59