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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 %
LL
151
LWMG LLC
Minnesota
$22.9M +$949K +4,080 +4%
CWA
152
Consilio Wealth Advisors
Washington
$22.4M -$647K -2,783 -3%
KPWG
153
KFA Private Wealth Group
Virginia
$22.3M +$2.19M +9,430 +11%
PMG
154
ProVise Management Group
Florida
$22.2M +$95.6K +411 +0.4%
PFA
155
Pure Financial Advisors
California
$22M -$181K -776 -0.8%
PLU
156
Performa Ltd (US)
South Carolina
$21.8M +$1.69M +7,251 +8%
WFM
157
Wolff Financial Management
Michigan
$21.7M +$672K +2,887 +3%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$21.6M -$4.89K -21 -0%
FSC
159
Full Sail Capital
Oklahoma
$21.4M +$399K +1,716 +2%
SFS
160
Searcy Financial Services
Kansas
$21.3M +$270K +1,160 +1%
RRA
161
Round Rock Advisors
Connecticut
$21.1M -$175K -754 -0.8%
FA
162
Fiducient Advisors
Illinois
$21.1M -$112K -480 -0.5%
Northern Trust
163
Northern Trust
Illinois
$20.9M +$585K +2,515 +3%
William Blair & Company
164
William Blair & Company
Illinois
$20.8M +$841K +3,614 +4%
Brown Advisory
165
Brown Advisory
Maryland
$20.7M -$549K -2,358 -3%
SCM
166
SOL Capital Management
Maryland
$20.7M +$1.54M +6,633 +8%
WIC
167
Woodmont Investment Counsel
Tennessee
$20.5M -$4.5M -19,356 -18%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$20.3M +$15.4M +66,240 +312%
SB
169
Simmons Bank
Arkansas
$20M -$1.32M -5,693 -6%
WTC
170
WhitTier Trust Company
Nevada
$19.9M -$27.9K -120 -0.1%
LNC
171
Lincoln National Corp
Pennsylvania
$19.8M +$2.23M +9,566 +13%
WCWM
172
Wooster Corthell Wealth Management
Connecticut
$19.7M +$169K +728 +0.9%
CCM
173
Condor Capital Management
New Jersey
$19.7M -$2.02M -8,700 -9%
AFA
174
American Financial Advisors
Georgia
$19.3M -$168K -723 -0.9%
WB
175
WesBanco Bank
West Virginia
$19.1M +$304K +1,305 +2%
5 6
7
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