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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 %
TAM
1551
Tocqueville Asset Management
New York
$222K +$222K +956 New
TBNY
1552
Trustco Bank (New York)
New York
$222K -$9.54K -41 -4%
FFP
1553
FourThought Financial Partners
Florida
$221K +$221K +951 New
CFGA
1554
Cambridge Financial Group (Arizona)
Arizona
$221K +$221K +950 New
CAAM
1555
Cornerstone Advisors Asset Management
Pennsylvania
$221K +$221K +950 New
MCC
1556
Money Concepts Capital
Florida
$220K +$220K +945 New
CIG
1557
Cascade Investment Group
Colorado
$219K +$219K +943 New
SIM
1558
Sterling Investment Management
Arizona
$218K -$107K -458 -33%
MWA
1559
MFA Wealth Advisors
Pennsylvania
$217K +$217K +932 New
CCA
1560
Cobblestone Capital Advisors
New York
$216K -$20.2K -87 -9%
WWM
1561
Wagner Wealth Management
South Carolina
$215K +$96.3K +414 +81%
VBCG
1562
Valley Brook Capital Group
Pennsylvania
$215K +$215K +924 New
CFC
1563
Coyle Financial Counsel
Illinois
$215K -$57.7K -248 -21%
OWA
1564
One Wealth Advisors
California
$215K +$215K +923 New
MWP
1565
Madison Wealth Partners
Wisconsin
$214K +$214K +922 New
PCG
1566
Prosperity Consulting Group
Maryland
$214K +$214K +922 New
Barclays
1567
Barclays
United Kingdom
$213K – – –
GWA
1568
Geometric Wealth Advisors
District of Columbia
$213K +$213K +915 New
Bank of Nova Scotia
1569
Bank of Nova Scotia
Ontario, Canada
$212K +$212K +910 New
TCM
1570
Telos Capital Management
California
$211K +$211K +908 New
TPWA
1571
Twin Peaks Wealth Advisors
California
$210K +$210K +902 New
MAM
1572
McLean Asset Management
Virginia
$210K +$210K +919 New
RW
1573
Regimen Wealth
Georgia
$209K +$209K +900 New
LSA
1574
Lansing Street Advisors
Pennsylvania
$208K +$208K +896 New
PAMG
1575
Patton Albertson Miller Group
Tennessee
$208K +$208K +894 New
61 62
63
64 65