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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 %
LIM
1501
Lathrop Investment Management
Arkansas
$251K -$28.1K -121 -10%
FLA
1502
Financial Life Advisors
Texas
$250K -$68.2K -293 -21%
CWM
1503
CMH Wealth Management
New Hampshire
$250K +$250K +1,074 New
IWMA
1504
Ironwood Wealth Management (Arizona)
Arizona
$249K – – –
BST
1505
Bath Savings Trust
Maine
$249K +$249K +1,069 New
FWI
1506
Facet Wealth Inc
Maryland
$246K +$246K +1,062 New
RPG
1507
Resource Planning Group
Georgia
$246K +$246K +1,056 New
BCA
1508
Ballentine Capital Advisors
South Carolina
$246K +$246K +1,058 New
WPC
1509
Waters Parkerson & Co
Louisiana
$245K – – –
GKWIM
1510
Gerber Kawasaki Wealth & Investment Management
California
$245K +$12.6K +54 +5%
Kayne Anderson Rudnick Investment Management
1511
Kayne Anderson Rudnick Investment Management
California
$244K +$185K +796 +317%
FG
1512
Fairman Group
Pennsylvania
$243K +$243K +1,047 New
CAG
1513
Csenge Advisory Group
Florida
$243K +$243K +1,044 New
CCWM
1514
Correct Capital Wealth Management
Missouri
$242K +$242K +1,042 New
CCA
1515
Clearwater Capital Advisors
Illinois
$241K – – –
WTA
1516
Washington Trust Advisors
Massachusetts
$241K -$31.2K -134 -11%
BMM
1517
Buffington Mohr McNeal
Idaho
$241K -$19.1K -82 -7%
APW
1518
Acima Private Wealth
Virginia
$239K +$49.6K +213 +26%
MCM
1519
Mendel Capital Management
Arkansas
$238K – – –
KA
1520
Klingman & Associates
New York
$238K -$116K -500 -33%
GSB
1521
Greenfield Savings Bank
Massachusetts
$238K – – –
ZIM
1522
Zacks Investment Management
Illinois
$238K +$238K +1,024 New
PBO
1523
Peoples Bank (Ohio)
Ohio
$236K +$4.89K +21 +2%
PPW
1524
Presilium Private Wealth
Pennsylvania
$236K +$236K +1,014 New
CCM
1525
Copeland Capital Management
Pennsylvania
$235K +$168K +724 +254%
59 60
61
62 63