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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,870 hedge funds and large institutions have $40.3B invested in Vanguard Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 704 increasing their positions, 670 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,870
Holders Change
+17
Holders Change %
+0.92%
% of All Funds
27.2%
Holding in Top 10
197
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.64%
% of All Funds
2.87%
New
130
Increased
704
Reduced
670
Closed
87
Calls
$13.9M
Puts
$5.71M
Net Calls
+$8.23M
Net Calls Change
+$3.43M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.4B
2
CA
Clearstead Advisors
Ohio
$160M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$426M
4
Bank of America
Bank of America
North Carolina
$3.88B
5
Truist Financial
Truist Financial
North Carolina
$135M

Top Sellers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$0
2
GA
GFS Advisors
Texas
$2.27M
3
Wells Fargo
Wells Fargo
California
$5.59B
4
Charles Schwab
Charles Schwab
California
$0
5
UBS Group
UBS Group
Switzerland
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Fiducient Advisors
Illinois
$27.1M +$3.11M +12,778 +13%
SAM
127
SP Asset Management
California
$27M -$311K -1,285 -1%
BF
128
Blankinship & Foster
California
$27M -$14.3K -59 -0.1%
LL
129
LWMG LLC
Minnesota
$26.9M +$2.09M +8,649 +8%
W
130
Wealthquest
Ohio
$26.8M +$1.22M +5,058 +5%
PFM
131
Phillips Financial Management
Indiana
$26.6M -$55.9K -231 -0.2%
ANTB
132
AMG National Trust Bank
Colorado
$26.4M +$3.09M +12,779 +13%
AAP
133
Arax Advisory Partners
Colorado
$26.4M -$337K -1,391 -1%
DIP
134
DT Investment Partners
Pennsylvania
$25.9M +$506K +2,088 +2%
DWM
135
Dechtman Wealth Management
Colorado
$25.3M -$194K -803 -0.8%
PLU
136
Performa Ltd (US)
South Carolina
$25.1M +$2.06M +8,526 +9%
ATPW
137
Ashton Thomas Private Wealth
Arizona
$25.1M +$6.05K +25 +0%
CWM
138
Cranbrook Wealth Management
Michigan
$24.9M -$70K -289 -0.3%
WT
139
Whittier Trust
California
$24.8M +$423K +1,746 +2%
AAS
140
Avantax Advisory Services
Texas
$24M +$4.07M +16,795 +20%
Northern Trust
141
Northern Trust
Illinois
$24M +$912K +3,766 +4%
AFS
142
Axiom Financial Strategies
Indiana
$23.8M +$133K +548 +0.6%
BFG
143
Bouchey Financial Group
New York
$23.7M -$3.04M -12,549 -11%
PFA
144
Pure Financial Advisors
California
$23.6M +$591K +2,442 +3%
NAS
145
Nicolet Advisory Services
Wisconsin
$23.3M -$634K -2,604 -3%
William Blair & Company
146
William Blair & Company
Illinois
$23.2M +$864K +3,570 +4%
DJSG
147
D.J. St. Germain
Massachusetts
$23.2M -$332K -1,373 -1%
AFA
148
American Financial Advisors
Georgia
$22.9M +$2.67M +11,015 +13%
HWM
149
HB Wealth Management
Georgia
$22.9M -$780K -3,223 -3%
SFS
150
Searcy Financial Services
Kansas
$22.7M +$318K +1,315 +1%
4 5
6
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