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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 %
MSG
1726
Main Street Group
Virginia
$38.5K +$38.5K +165 New
MIM
1727
MTM Investment Management
South Carolina
$38.4K – – –
GAG
1728
Goodman Advisory Group
Massachusetts
$38.4K – – –
HBW
1729
Hazlett, Burt & Watson
West Virginia
$38K – – –
AWM
1730
Angeles Wealth Management
California
$37.9K +$27.2K +117 +254%
PWMG
1731
Private Wealth Management Group
New Jersey
$36.5K +$36.5K +157 New
HT
1732
Headlands Technologies
Illinois
$36.3K +$36.3K +156 New
KHC
1733
Koesten Hirschmann & Crabtree
Kansas
$36.1K +$36.1K +155 New
EK
1734
Evensky & Katz
Florida
$35K +$12K +52 +52%
PBK
1735
Peoples Bank (Kansas)
Kansas
$34.9K – – –
AT
1736
Arlington Trust
Alabama
$34.9K +$34.9K +150 New
CNBTD
1737
Citizens National Bank Trust Department
Mississippi
$34.4K – – –
BA
1738
Ballast Advisors
Minnesota
$34.2K – – –
OCM
1739
Orion Capital Management
California
$33.3K – – –
AWM
1740
Abound Wealth Management
Tennessee
$33K +$6.74K +29 +26%
AEPWM
1741
Atlantic Edge Private Wealth Management
Florida
$32.6K +$32.6K +140 New
CFO
1742
CVA Family Office
Colorado
$32.3K +$32.3K +139 New
BCM
1743
Blume Capital Management
California
$32.3K – – –
SC
1744
Sawyer & Company
Massachusetts
$32K +$234 +1 +0.7%
HCP
1745
Hexagon Capital Partners
Arkansas
$31.9K +$20.2K +87 +174%
FP
1746
Financial Perspectives
Minnesota
$31.2K +$31.2K +134 New
SRCM
1747
Signature Resources Capital Management
California
$29.5K +$29.5K +127 New
CMP
1748
Coston McIsaac & Partners
Maine
$28K – – –
SPWM
1749
Spartan Planning & Wealth Management
North Carolina
$27.9K -$10K -43 -26%
DPW
1750
DiNuzzo Private Wealth
Pennsylvania
$27.9K +$27.9K +120 New
68 69
70
71 72