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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 %
CAP
1476
Columbia Advisory Partners
Washington
$263K +$38.9K +167 +17%
CTA
1477
Camelot Technology Advisors
California
$262K +$262K +1,125 New
TCM
1478
Tradewinds Capital Management
Washington
$261K +$1.16K +5 +0.4%
GEA
1479
Glen Eagle Advisors
New Jersey
$261K -$9.54K -41 -4%
ASFA
1480
All Season Financial Advisors
Colorado
$260K -$29.1K -125 -10%
WFS
1481
Weitzel Financial Services
Iowa
$260K -$27.4K -118 -10%
TBWA
1482
Three Bridge Wealth Advisors
California
$259K – – –
RWA
1483
Redhawk Wealth Advisors
Minnesota
$259K +$3.26K +14 +1%
TA
1484
Tactive Advisors
Florida
$258K -$39.3K -169 -13%
CFG
1485
Cooper Financial Group
California
$257K -$12.1K -52 -4%
FTDI
1486
First Trust Direct Indexing
Massachusetts
$256K +$256K +1,101 New
PMFA
1487
Plante Moran Financial Advisors
Michigan
$256K -$26.3K -113 -9%
RCG
1488
Resource Consulting Group
Florida
$256K – – –
FA
1489
FC Advisory
Pennsylvania
$256K +$233 +1 +0.1%
CAL
1490
Capital Advisors Ltd
Ohio
$255K -$4.65K -20 -2%
FAT
1491
First American Trust
California
$255K – – –
HIA
1492
HTG Investment Advisors
Connecticut
$254K – – –
TWM
1493
Tolleson Wealth Management
Texas
$254K +$20.3K +87 +9%
BC
1494
Barrett & Company
Rhode Island
$254K +$12.1K +52 +5%
PWA
1495
Physician Wealth Advisors
Utah
$254K -$46.2K -200 -15%
WFA
1496
Websterrogers Financial Advisors
South Carolina
$253K -$2.22M -9,536 -90%
DP
1497
Dearborn Partners
Illinois
$253K – – –
WIP
1498
WealthCare Investment Partners
Rhode Island
$252K +$252K +1,093 New
STCOSD
1499
Sageworth Trust Company of South Dakota
South Dakota
$251K – – –
Harris Associates
1500
Harris Associates
Illinois
$251K +$251K +1,079 New
58 59
60
61 62