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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 %
CYG
1651
Clean Yield Group
Vermont
$202K – – –
TIM
1652
Tortoise Investment Management
New York
$202K +$114K +455 +129%
SRA
1653
Secured Retirement Advisors
Minnesota
$200K +$200K +801 New
LFASL
1654
Lugano Financial Advisors SA (LFA)
Switzerland
$200K +$99.9K +400 +100%
CMBA
1655
C.M. Bidwell & Associates
Hawaii
$200K – – –
ITIM
1656
Indiana Trust & Investment Management
Indiana
$195K – – –
DFA
1657
DHJJ Financial Advisors
Illinois
$195K – – –
GTAM
1658
Global Trust Asset Management
Florida
$194K – – –
RCM
1659
Richardson Capital Management
Wisconsin
$188K – – –
SWM
1660
Sugarloaf Wealth Management
Georgia
$188K +$18.5K +74 +11%
HWA
1661
HHM Wealth Advisors
Tennessee
$184K -$7K -28 -4%
SN
1662
Sittner & Nelson
Oregon
$184K – – –
BCMLT
1663
Beacon Capital Management LLC (Tennessee)
Tennessee
$180K -$27.2K -109 -13%
TSWM
1664
Tyler-Stone Wealth Management
Ohio
$180K +$499 +2 +0.3%
AIC
1665
Archer Investment Corporation
Indiana
$179K -$12K -48 -6%
HGERS
1666
Householder Group Estate & Retirement Specialist
Arizona
$176K +$12.8K +51 +8%
PCMC
1667
Private Capital Management (Colorado)
Colorado
$172K -$111K -444 -39%
HC
1668
Hoese & Co
Minnesota
$168K – – –
GI
1669
Gradient Investments
Minnesota
$168K +$749 +3 +0.4%
RA
1670
Rise Advisors
New York
$164K +$749 +3 +0.5%
KFI
1671
Key Financial Inc
Pennsylvania
$164K +$16.3K +65 +11%
MFA
1672
Morling Financial Advisors
California
$163K -$3.75K -15 -2%
TH
1673
TCTC Holdings
Texas
$159K +$4K +16 +3%
RFA
1674
Register Financial Advisors
Georgia
$158K +$14K +56 +10%
IF
1675
Integrity Financial
Wyoming
$158K +$29.2K +117 +23%
65 66
67
68 69