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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,854 hedge funds and large institutions have $41.1B invested in Vanguard Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 786 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,854
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.87%
Holding in Top 10
211
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.31%
% of All Funds
3.06%
New
135
Increased
786
Reduced
640
Closed
74
Calls
$55.7M
Puts
$50.9M
Net Calls
+$4.8M
Net Calls Change
-$16.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$250M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$146M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$104M
4
SW
Simplicity Wealth
New Jersey
+$88.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.72B
2
Cerity Partners
Cerity Partners
New York
-$1.44B
3
MIS
Morningstar Investment Services
Illinois
-$246M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
5
Charles Schwab
Charles Schwab
California
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLA
1626
Financial Life Advisors
Texas
$212K -$56.5K -226 -21%
RFA
1627
ROI Financial Advisors
Oregon
$212K -$36.5K -146 -15%
CW
1628
CIC Wealth
Maryland
$212K +$212K +848 New
TC
1629
Trust Company
Kansas
$211K – – –
ECG
1630
EPIQ Capital Group
California
$211K +$211K +845 New
SAM
1631
Strategy Asset Managers
California
$211K +$211K +845 New
MPM
1632
Meritage Portfolio Management
Kansas
$211K -$822K -3,292 -80%
LWL
1633
Leo Wealth LLC
Texas
$211K -$1.24K -5 -0.6%
TA
1634
TKG Advisors
Indiana
$210K +$210K +839 New
SA
1635
SpiderRock Advisors
Delaware
$209K +$209K +860 New
MC
1636
Middleton & Co
Massachusetts
$208K +$208K +834 New
CNFG
1637
Creegan & Nassoura Financial Group
New Hampshire
$206K +$206K +825 New
APG
1638
Abacus Planning Group
South Carolina
$206K +$206K +824 New
PCMC
1639
Planning Capital Management Corporation
Pennsylvania
$206K -$1.25K -5 -0.6%
TNA
1640
True North Advisors
Texas
$205K +$205K +822 New
HVP
1641
Hudson Value Partners
Florida
$205K +$205K +822 New
KNFPWM
1642
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$205K +$205K +822 New
WA
1643
Wealthstar Advisors
Texas
$205K +$205K +819 New
PFA
1644
Plotkin Financial Advisors
Maryland
$204K +$204K +818 New
RBFC
1645
Roman Butler Fullerton & Co
Missouri
$204K +$204K +860 New
PCA
1646
Providence Capital Advisors
North Carolina
$203K – – –
MFG
1647
Midwest Financial Group
Kansas
$203K +$203K +812 New
FMI
1648
F/M Investments
District of Columbia
$203K +$203K +852 New
SFP
1649
Strategic Financial Partners
Oregon
$202K +$202K +809 New
MM
1650
Main Management
California
$202K – – –
64 65
66
67 68