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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 %
FCMT
1726
Founders Capital Management (Texas)
Texas
$75.7K – – –
VC
1727
Vestor Capital
Illinois
$75K -$2.75K -11 -4%
MIM
1728
Macroview Investment Management
Maryland
$75K – – –
TWP
1729
TFO Wealth Partners
Ohio
$75K – – –
CWP
1730
Concord Wealth Partners
Virginia
$74.2K +$250 +1 +0.3%
FFA
1731
Frazier Financial Advisors
Ohio
$71.2K – – –
KFP
1732
Keener Financial Planning
Texas
$71K – – –
FC
1733
Family CFO
California
$70.7K – – –
MFC
1734
Morris Financial Concepts
South Carolina
$70.3K -$4.5K -18 -6%
GWP
1735
Gen-Wealth Partners
Michigan
$69.5K +$69.5K +278 New
EA
1736
Evolution Advisers
Virginia
$68K -$3.01K -12 -4%
AWM
1737
Atticus Wealth Management
Florida
$64.6K +$250 +1 +0.4%
AT
1738
Avalon Trust
New Mexico
$62.5K – – –
LF
1739
LifeSteps Financial
California
$61.9K +$61.9K +248 New
SA
1740
SRH Advisors
Kansas
$61.2K – – –
VWWMG
1741
Vermillion & White Wealth Management Group
Pennsylvania
$60.5K – – –
M
1742
MOTCO
Texas
$60K – – –
Kayne Anderson Rudnick Investment Management
1743
Kayne Anderson Rudnick Investment Management
California
$57.5K -$204K -817 -78%
CCA
1744
Criterion Capital Advisors
Tennessee
$57.5K – – –
PCM
1745
Perritt Capital Management
Illinois
$56.7K -$2.25K -9 -4%
IPW
1746
Impact Partnership Wealth
Georgia
$56.5K -$27.5K -110 -33%
SC
1747
Sawyer & Company
Massachusetts
$55.3K +$21.2K +85 +62%
BCPWM
1748
Bradley & Co Private Wealth Management
Florida
$55K – – –
WAS
1749
Winch Advisory Services
Wisconsin
$54.9K +$249 +1 +0.5%
MIM
1750
MTM Investment Management
South Carolina
$53.2K +$12K +48 +29%
68 69
70
71 72