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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 %
ABC
126
Associated Banc-Corp
Wisconsin
$27.2M +$1.48M +6,341 +6%
AWS
127
Atria Wealth Solutions
New York
$26.3M +$852K +3,663 +3%
SAM
128
SP Asset Management
California
$26.3M +$4.94M +21,217 +23%
AAP
129
Arax Advisory Partners
Colorado
$26.2M +$542K +2,328 +2%
PFM
130
Phillips Financial Management
Indiana
$26M -$732K -3,148 -3%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$25.9M -$105K -451 -0.4%
BF
132
Blankinship & Foster
California
$25.6M -$1.35M -5,789 -5%
First Manhattan
133
First Manhattan
New York
$25.5M +$2.07M +8,896 +9%
BFG
134
Bouchey Financial Group
New York
$24.9M +$24.9M +106,924 New
CIC
135
Cutler Investment Counsel
Oregon
$24.5M +$111K +475 +0.5%
W
136
Wealthquest
Ohio
$24.5M +$810K +3,480 +3%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$24.4M +$636K +2,732 +3%
NAS
138
Nicolet Advisory Services
Wisconsin
$24.3M -$310K -1,359 -1%
CWM
139
Cranbrook Wealth Management
Michigan
$24.1M +$653K +2,808 +3%
HWM
140
HB Wealth Management
Georgia
$23.9M +$409K +1,760 +2%
WT
141
Whittier Trust
California
$23.9M -$300K -1,288 -1%
AAS
142
Avantax Advisory Services
Texas
$23.9M +$533K +2,291 +2%
DWM
143
Dechtman Wealth Management
Colorado
$23.9M -$789K -3,393 -3%
ATPW
144
Ashton Thomas Private Wealth
Arizona
$23.8M +$151K +651 +0.6%
ETC
145
Exchange Traded Concepts
Oklahoma
$23.7M +$23.7M +101,955 New
DIP
146
DT Investment Partners
Pennsylvania
$23.3M +$967K +4,163 +4%
DJSG
147
D.J. St. Germain
Massachusetts
$23.1M -$902K -3,876 -4%
ANTB
148
AMG National Trust Bank
Colorado
$23.1M +$3.26M +14,000 +16%
AFS
149
Axiom Financial Strategies
Indiana
$23.1M -$59.1K -254 -0.3%
CFGS
150
Concourse Financial Group Securities
Alabama
$23.1M -$1.38M -5,951 -6%
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