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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 %
FCC
1426
Flower City Capital
New York
$331K – – –
CWS
1427
Confluence Wealth Services
Pennsylvania
$331K -$545K -2,180 -62%
KW
1428
KWB Wealth
California
$330K -$5.25K -21 -2%
NSIM
1429
North Star Investment Management
Illinois
$330K +$109K +437 +49%
TAM
1430
Townsend Asset Management
North Carolina
$330K -$87.7K -351 -21%
CAG
1431
Compass Advisory Group
New York
$329K +$329K +1,316 New
CAG
1432
Csenge Advisory Group
Florida
$328K +$67.2K +269 +26%
CCA
1433
Cora Capital Advisors
New Jersey
$328K +$1.25K +5 +0.4%
FBC
1434
Fairfield, Bush & Co
Connecticut
$328K -$5K -20 -2%
FAT
1435
First American Trust
California
$327K +$53.4K +214 +20%
AWP
1436
Accretive Wealth Partners
New Jersey
$327K +$14.9K +62 +5%
IFPG
1437
Intrepid Financial Planning Group
Indiana
$326K -$12.2K -49 -4%
HP
1438
HT Partners
Connecticut
$326K – – –
FFWA
1439
FRG Family Wealth Advisors
Washington
$326K – – –
KOMWMG
1440
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$325K +$13.8K +55 +4%
CFG
1441
Cooper Financial Group
California
$324K +$48.2K +193 +17%
AIMC
1442
Alley Investment Management Company
Illinois
$323K +$749 +3 +0.2%
CTA
1443
Camelot Technology Advisors
California
$321K +$39.5K +158 +14%
DA
1444
Detalus Advisors
Missouri
$320K -$8.74K -35 -3%
BBHC
1445
Brown Brothers Harriman & Co
New York
$320K -$173K -692 -35%
GWS
1446
Glassman Wealth Services
Virginia
$319K +$500 +2 +0.2%
1SB
1447
1ST Source Bank
Indiana
$318K – – –
IDA
1448
Intelligence Driven Advisers
California
$318K – – –
PPWM
1449
Perissos Private Wealth Management
Oklahoma
$317K +$317K +1,270 New
CCG
1450
Catalina Capital Group
California
$317K +$28K +112 +10%
56 57
58
59 60