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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 %
AWM
1401
Avitas Wealth Management
California
$349K -$3.25K -13 -0.9%
GWA
1402
Gibson Wealth Advisors
Texas
$349K +$349K +1,397 New
D
1403
Dentgroup
Louisiana
$349K +$1.25K +5 +0.4%
TFA
1404
Toth Financial Advisory
Virginia
$348K +$250 +1 +0.1%
SAW
1405
Signal Advisors Wealth
Michigan
$348K +$29.7K +119 +9%
PFBT
1406
Parkside Financial Bank & Trust
Missouri
$346K -$153K -613 -31%
CSC
1407
Caldwell Sutter Capital
California
$346K +$19K +76 +6%
FNBOMD
1408
First National Bank of Mount Dora
Florida
$345K – – –
HCM
1409
Howland Capital Management
Massachusetts
$344K – – –
FPCG
1410
Fort Pitt Capital Group
Pennsylvania
$344K – – –
LTL
1411
Lowery Thomas LLC
California
$343K +$1.25K +5 +0.4%
BMD
1412
Better Money Decisions
New Mexico
$343K +$27K +108 +9%
CA
1413
CGN Advisors
Kansas
$343K -$12.2K -49 -3%
LFA
1414
LifeGuide Financial Advisors
Pennsylvania
$341K -$151K -605 -31%
C1AG
1415
Client 1st Advisory Group
Florida
$339K – – –
SEM
1416
Strategic Equity Management
Arizona
$339K +$339K +1,358 New
CFA
1417
CWS Financial Advisors
Michigan
$338K – – –
CT
1418
Clearstead Trust
Maine
$338K – – –
AWM
1419
Avaii Wealth Management
Wisconsin
$338K -$749 -3 -0.2%
EWM
1420
EPG Wealth Management
Georgia
$337K +$23.2K +93 +7%
SA
1421
Strategic Advisors
New York
$334K – – –
CT
1422
Coastline Trust
Rhode Island
$334K +$334K +1,336 New
AWAG
1423
ARS Wealth Advisors Group
Florida
$333K +$94K +376 +39%
PRI
1424
Prepared Retirement Institute
Pennsylvania
$333K +$250 +1 +0.1%
GIA
1425
Guyasuta Investment Advisors
Pennsylvania
$333K – – –
55 56
57
58 59