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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 %
GI
1626
Gradient Investments
Minnesota
$156K +$73.7K +317 +90%
MFA
1627
Morling Financial Advisors
California
$155K +$3.49K +15 +2%
HC
1628
Hoese & Co
Minnesota
$153K – – –
HGERS
1629
Householder Group Estate & Retirement Specialist
Arizona
$152K +$28.8K +124 +23%
RA
1630
Rise Advisors
New York
$152K +$698 +3 +0.5%
TF
1631
Tompkins Financial
New York
$149K -$55.4K -238 -27%
RLIM
1632
Red Lighthouse Investment Management
New York
$145K – – –
TH
1633
TCTC Holdings
Texas
$144K – – –
CWM
1634
Compass Wealth Management
Connecticut
$143K – – –
MA
1635
MCF Advisors
Kentucky
$141K +$89.8K +386 +174%
KFI
1636
Key Financial Inc
Pennsylvania
$137K -$86.6K -372 -39%
EWA
1637
EverSource Wealth Advisors
Alabama
$136K +$45.9K +197 +51%
RFA
1638
Register Financial Advisors
Georgia
$134K +$101K +436 +307%
FPFS
1639
First Personal Financial Services
North Carolina
$132K – – –
PP
1640
PrairieView Partners
Minnesota
$132K +$10K +43 +8%
ZB
1641
Zions Bancorporation
Utah
$130K +$26.5K +114 +26%
CIA
1642
Cape Investment Advisory
Georgia
$128K -$465 -2 -0.4%
VAG
1643
VisionPoint Advisory Group
Texas
$128K +$20.2K +87 +19%
VWM
1644
Venturi Wealth Management
Texas
$126K -$13.3K -57 -10%
SC
1645
Solstein Capital
California
$125K – – –
MFF
1646
Mango Five Family
Nevada
$124K +$124K +535 New
LB
1647
Legacy Bridge
Iowa
$124K – – –
PP
1648
Pacifica Partners
Canada
$121K – – –
IF
1649
Integrity Financial
Wyoming
$120K +$697 +3 +0.6%
CPA
1650
Cardiff Park Advisors
California
$119K +$697 +3 +0.6%
64 65
66
67 68