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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 %
TC
1601
Trust Company
Kansas
$197K – – –
C
1602
Covestor
United Kingdom
$195K -$2.56K -11 -1%
CP
1603
Castleview Partners
Texas
$193K -$245K -1,051 -56%
PCMC
1604
Planning Capital Management Corporation
Pennsylvania
$193K +$193K +829 New
PCA
1605
Providence Capital Advisors
North Carolina
$189K -$14.9K -64 -7%
MM
1606
Main Management
California
$188K – – –
CYG
1607
Clean Yield Group
Vermont
$188K – – –
CPG
1608
Cornerstone Planning Group
New Jersey
$188K -$38.4K -165 -17%
CMBA
1609
C.M. Bidwell & Associates
Hawaii
$186K – – –
LIWM
1610
Long Island Wealth Management
New York
$184K +$184K +792 New
RIM
1611
Rockbridge Investment Management
New York
$184K -$122K -526 -40%
FW
1612
Fairway Wealth
Ohio
$183K +$183K +788 New
ITIM
1613
Indiana Trust & Investment Management
Indiana
$182K +$11.6K +50 +7%
DFA
1614
DHJJ Financial Advisors
Illinois
$181K +$698 +3 +0.4%
GTAM
1615
Global Trust Asset Management
Florida
$181K +$11.6K +50 +7%
AIC
1616
Archer Investment Corporation
Indiana
$178K – – –
HWA
1617
HHM Wealth Advisors
Tennessee
$178K -$198K -849 -53%
RCM
1618
Richardson Capital Management
Wisconsin
$175K +$175K +754 New
BCMLT
1619
Beacon Capital Management LLC (Tennessee)
Tennessee
$173K -$94.6K -454 -35%
SN
1620
Sittner & Nelson
Oregon
$172K +$1.63K +7 +1%
BL
1621
BFSG LLC
California
$167K +$167K +719 New
TSWM
1622
Tyler-Stone Wealth Management
Ohio
$167K +$465 +2 +0.3%
NFA
1623
Northwest Financial Advisors
Virginia
$167K +$167K +718 New
SWM
1624
Sugarloaf Wealth Management
Georgia
$158K +$698 +3 +0.4%
NMG
1625
New Millennium Group
Utah
$157K -$3.44M -14,790 -96%
63 64
65
66 67