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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 %
AT
1701
Avalon Trust
New Mexico
$58.2K +$58.2K +250 New
SA
1702
SRH Advisors
Kansas
$57K – – –
VWWMG
1703
Vermillion & White Wealth Management Group
Pennsylvania
$56.3K +$56.3K +242 New
M
1704
MOTCO
Texas
$55.8K – – –
PCM
1705
Perritt Capital Management
Illinois
$54.9K +$233 +1 +0.4%
CCA
1706
Criterion Capital Advisors
Tennessee
$53.5K +$53.5K +230 New
BCPWM
1707
Bradley & Co Private Wealth Management
Florida
$51.2K – – –
RPCA
1708
Running Point Capital Advisors
California
$50.9K – – –
WAS
1709
Winch Advisory Services
Wisconsin
$50.9K +$232 +1 +0.5%
TVAMP
1710
Tennessee Valley Asset Management Partners
Tennessee
$49.1K +$49.1K +211 New
GI
1711
GAMMA Investing
California
$48.6K +$48.6K +212 New
WIA
1712
Wetzel Investment Advisors
Indiana
$47K +$47K +202 New
FCG
1713
Financial Connections Group
California
$47K +$47K +205 New
GWSG
1714
GPS Wealth Strategies Group
Colorado
$46.6K -$57.8K -248 -55%
DWA
1715
Dougherty Wealth Advisers
Minnesota
$46.5K – – –
USB
1716
Union Savings Bank
Connecticut
$45.6K – – –
IIL
1717
Insight Inv LLC
California
$44.4K – – –
HF
1718
Halpern Financial
Virginia
$44.4K +$3.42K +15 +8%
HDIM
1719
Hanson & Doremus Investment Management
Vermont
$44K – – –
PP
1720
PFS Partners
New Jersey
$42.3K +$233 +1 +0.6%
GA
1721
GoalVest Advisory
New York
$41.9K -$465 -2 -1%
GG
1722
Greenwood Gearhart
Arkansas
$41.2K +$41.2K +177 New
PFA
1723
Pathway Financial Advisers
Indiana
$40.9K +$232 +1 +0.6%
OP
1724
ORG Partners
Indiana
$40.6K +$19.7K +83 +94%
SIS
1725
Strategic Investment Solutions
Illinois
$40.5K -$2.23M -9,573 -98%
67 68
69
70 71