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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 %
LF
1651
Lee Financial
Texas
$119K +$22.1K +95 +23%
MWP
1652
MYCIO Wealth Partners
Pennsylvania
$118K – – –
SA
1653
Scarborough Advisors
Maryland
$117K +$117K +504 New
RFS
1654
Richardson Financial Services
Massachusetts
$116K +$116K +499 New
AGWCA
1655
Annis Gardner Whiting Capital Advisors
Florida
$114K +$74.4K +320 +187%
MLA
1656
MB, Levis & Associates
Pennsylvania
$114K +$698 +3 +0.6%
IFS
1657
Intelligent Financial Strategies
Minnesota
$113K +$465 +2 +0.4%
CTWM
1658
Cherry Tree Wealth Management
Minnesota
$112K – – –
LWANC
1659
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K – – –
NRG
1660
Nemes Rush Group
Michigan
$110K -$6.05K -26 -5%
CPA
1661
Clear Point Advisors
New York
$108K +$108K +456 New
BIA
1662
Bell Investment Advisors
California
$107K +$233 +1 +0.2%
HBT
1663
Hills Bank & Trust
Iowa
$107K +$107K +458 New
SS
1664
Sunbelt Securities
Texas
$98.9K +$233 +1 +0.2%
GFPC
1665
Global Financial Private Client
Florida
$98.4K – – –
PWMG
1666
Provence Wealth Management Group
California
$97.1K -$93.1K -400 -49%
TAM
1667
Tucker Asset Management
Colorado
$96.3K -$5.35K -23 -5%
DF
1668
DecisionPoint Financial
Arizona
$94.5K +$42.1K +181 +80%
PWM
1669
Partnership Wealth Management
Maryland
$93.5K +$93.5K +408 New
LFASL
1670
Lugano Financial Advisors SA (LFA)
Switzerland
$93.1K -$93.1K -400 -50%
CAS
1671
Coppell Advisory Solutions
Texas
$89.1K -$983K -4,227 -92%
FRA
1672
Front Row Advisors
California
$85.1K – – –
VNIM
1673
Vaughan Nelson Investment Management
Texas
$83K – – –
FCT
1674
First Community Trust
Iowa
$82.1K -$1.63K -7 -2%
TIM
1675
Tortoise Investment Management
New York
$81.9K +$46.8K +201 +133%
65 66
67
68 69