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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 %
ONSWM
1576
Old North State Wealth Management
North Carolina
$207K +$207K +889 New
CG
1577
Corundum Group
Colorado
$207K +$207K +890 New
FLII
1578
First Long Island Investors
New York
$207K +$207K +890 New
MAA
1579
Matrix Asset Advisors
New York
$207K +$207K +888 New
EA
1580
Everpar Advisors
Oklahoma
$207K +$207K +888 New
EW
1581
Enzi Wealth
Texas
$206K -$395K -1,708 -66%
JWM
1582
Janiczek Wealth Management
Colorado
$206K +$66.8K +287 +48%
NSIM
1583
North Star Investment Management
Illinois
$206K – – –
PCM
1584
Pennsylvania Capital Management
Pennsylvania
$205K +$205K +883 New
OPCM
1585
Osborne Partners Capital Management
California
$205K +$205K +881 New
Luther King Capital Management (LKCM)
1586
Luther King Capital Management (LKCM)
Texas
$205K – – –
LWL
1587
Leo Wealth LLC
Texas
$205K +$205K +851 New
WP
1588
WealthShield Partners
North Carolina
$204K -$400K -1,721 -66%
GA
1589
Greenspring Advisors
Maryland
$203K +$203K +873 New
SS
1590
Sound Stewardship
Kansas
$202K +$202K +870 New
CVA
1591
Central Valley Advisors
California
$202K +$202K +868 New
EBT
1592
Enterprise Bank & Trust
Massachusetts
$202K +$202K +867 New
MBTD
1593
Mechanics Bank - Trust Department
California
$202K +$202K +867 New
TWM
1594
Tradition Wealth Management
Minnesota
$201K +$929 +4 +0.5%
RBCM
1595
Raub Brock Capital Management
California
$201K +$201K +863 New
TBC
1596
Ted Buchan & Co
California
$201K +$201K +863 New
RCM
1597
Radnor Capital Management
Pennsylvania
$200K +$200K +860 New
IFAM
1598
Institutional & Family Asset Management
Colorado
$199K – – –
EDRH
1599
Edmond de Rothschild Holding
Switzerland
$198K – – –
BlackRock
1600
BlackRock
New York
$197K -$11.9K -51 -6%
62 63
64
65 66