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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 %
BLC
1676
Brown, Lisle/Cummings
Rhode Island
$79.6K – – –
IPW
1677
Impact Partnership Wealth
Georgia
$78.2K -$10.1M -43,599 -99%
FA
1678
Faithward Advisors
Pennsylvania
$77.9K +$2.99K +13 +4%
RG
1679
Retirement Group
California
$74.6K -$12.6K -54 -14%
BHWM
1680
Beaird Harris Wealth Management
Texas
$73K – – –
AFWM
1681
Abich Financial Wealth Management
Virginia
$72.8K +$72.8K +313 New
CB
1682
Centennial Bank
Arkansas
$72.1K – – –
VC
1683
Vestor Capital
Illinois
$72K -$208K -899 -74%
BL
1684
Balentine LLC
Georgia
$71K – – –
EPW
1685
Evergreen Private Wealth
Colorado
$70.7K +$70.7K +304 New
FCMT
1686
Founders Capital Management (Texas)
Texas
$70.5K – – –
TWP
1687
TFO Wealth Partners
Ohio
$69.8K -$32.6K -140 -32%
MIM
1688
Macroview Investment Management
Maryland
$69.8K +$69.1K +297 +9,900%
MFC
1689
Morris Financial Concepts
South Carolina
$69.6K – – –
MCA
1690
Maryland Capital Advisors
Maryland
$69.1K – – –
CWP
1691
Concord Wealth Partners
Virginia
$68.8K -$1.63K -7 -2%
BCM
1692
Birch Capital Management
Texas
$67.5K – – –
LPP
1693
Life Planning Partners
Florida
$66.5K +$66.5K +286 New
FFA
1694
Frazier Financial Advisors
Ohio
$66.3K +$66.3K +285 New
EA
1695
Evolution Advisers
Virginia
$66K +$18.7K +80 +39%
KFP
1696
Keener Financial Planning
Texas
$66K +$66K +283 New
FC
1697
Family CFO
California
$65.8K – – –
SIS
1698
Sound Income Strategies
Florida
$65.7K +$53.4K +229 +432%
PWM
1699
Provident Wealth Management
Tennessee
$63.5K – – –
AWM
1700
Atticus Wealth Management
Florida
$59.9K -$4.19K -18 -7%
66 67
68
69 70