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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 %
1SB
1426
1ST Source Bank
Indiana
$296K – – –
SAW
1427
Signal Advisors Wealth
Michigan
$296K +$296K +1,273 New
WFA
1428
WMG Financial Advisors
Tennessee
$296K +$7.91K +34 +3%
CCP
1429
Clarity Capital Partners
California
$295K +$295K +1,269 New
BMD
1430
Better Money Decisions
New Mexico
$294K +$56.8K +244 +24%
SW
1431
SkyOak Wealth
Michigan
$294K – – –
EW
1432
Element Wealth
Mississippi
$292K +$233 +1 +0.1%
WPP
1433
Whalerock Point Partners
Rhode Island
$292K – – –
IDA
1434
Intelligence Driven Advisers
California
$291K -$26.4K -115 -8%
EWM
1435
EPG Wealth Management
Georgia
$291K -$48.5K -210 -14%
SFM
1436
Signet Financial Management
New Jersey
$290K -$20K -86 -6%
KOMWMG
1437
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$290K -$3.26K -14 -1%
MPPLM
1438
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$290K – – –
GWA
1439
GGM Wealth Advisors
Maryland
$289K +$54.2K +235 +23%
DJYG
1440
David J. Yvars Group
Florida
$289K – – –
BWL
1441
Bogart Wealth LLC
Virginia
$289K -$14.2K -61 -5%
NW
1442
Naviter Wealth
Arkansas
$289K +$289K +1,241 New
CFO
1443
Callan Family Office
Pennsylvania
$287K -$23.3K -100 -7%
IAA
1444
Independence Asset Advisors
Pennsylvania
$287K +$287K +1,233 New
SWIG
1445
Strategic Wealth Investment Group
Kentucky
$287K +$287K +1,232 New
AA
1446
Argent Advisors
Louisiana
$286K – – –
YIA
1447
YHB Investment Advisors
Connecticut
$285K – – –
AFTS
1448
American Financial & Tax Strategies
New York
$285K +$285K +1,224 New
WP
1449
WealthSource Partners
California
$284K +$284K +1,222 New
MA
1450
MKT Advisors
California
$283K +$912 +4 +0.3%
56 57
58
59 60