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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 %
FW
126
Fidato Wealth
Ohio
$29.4M -$34.2K -137 -0.1%
AWS
127
Atria Wealth Solutions
New York
$29.1M +$884K +3,537 +3%
ABC
128
Associated Banc-Corp
Wisconsin
$29.1M -$127K -509 -0.4%
SAM
129
SP Asset Management
California
$28.2M -$2K -8 -0%
CIC
130
Cutler Investment Counsel
Oregon
$28M +$1.65M +6,598 +6%
First Manhattan
131
First Manhattan
New York
$28M +$548K +2,192 +2%
BF
132
Blankinship & Foster
California
$27.8M +$353K +1,411 +1%
BFG
133
Bouchey Financial Group
New York
$27.6M +$872K +3,490 +3%
AAP
134
Arax Advisory Partners
Colorado
$27.6M -$578K -2,312 -2%
PFM
135
Phillips Financial Management
Indiana
$27.5M -$447K -1,788 -2%
W
136
Wealthquest
Ohio
$26.4M +$6.75K +27 +0%
DWM
137
Dechtman Wealth Management
Colorado
$26.3M +$674K +2,698 +3%
DIP
138
DT Investment Partners
Pennsylvania
$26.2M +$1.19M +4,743 +5%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$25.9M +$319K +1,278 +1%
CWM
140
Cranbrook Wealth Management
Michigan
$25.7M -$163K -654 -0.6%
LL
141
LWMG LLC
Minnesota
$25.6M +$927K +3,709 +4%
WT
142
Whittier Trust
California
$25.2M -$473K -1,892 -2%
KPWG
143
KFA Private Wealth Group
Virginia
$24.8M +$843K +3,375 +4%
FA
144
Fiducient Advisors
Illinois
$24.6M +$1.97M +7,872 +9%
AFS
145
Axiom Financial Strategies
Indiana
$24.4M -$391K -1,564 -2%
HWM
146
HB Wealth Management
Georgia
$24.4M -$1.28M -5,112 -5%
NAS
147
Nicolet Advisory Services
Wisconsin
$24.4M -$1.99M -8,061 -8%
DJSG
148
D.J. St. Germain
Massachusetts
$24.3M -$556K -2,226 -2%
ANTB
149
AMG National Trust Bank
Colorado
$24M -$801K -3,204 -3%
CWA
150
Consilio Wealth Advisors
Washington
$23.9M -$183K -732 -0.8%
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