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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 %
DCM
1776
Davidson Capital Management
Texas
$14.9K +$14.9K +64 New
SIC
1777
SJS Investment Consulting
Ohio
$14.7K -$29.5K -127 -67%
PPWM
1778
PFG Private Wealth Management
Florida
$12.8K – – –
IRAG
1779
Investment Research & Advisory Group
Georgia
$12.3K – – –
MBFW
1780
Morton Brown Family Wealth
Pennsylvania
$12.3K – – –
DCM
1781
Davis Capital Management
Florida
$12.3K +$12.3K +53 New
WAM
1782
WFA Asset Management
Wisconsin
$12.2K – – –
FWM
1783
Focused Wealth Management
New York
$11.7K – – –
IWP
1784
IAG Wealth Partners
Wisconsin
$11.5K – – –
CMA
1785
Cedar Mountain Advisors
Oregon
$11.4K -$465 -2 -4%
AIP
1786
Ameritas Investment Partners
Nebraska
$11.2K – – –
PAIM
1787
Punch & Associates Investment Management
Minnesota
$10.5K – – –
DF
1788
Dunhill Financial
United Kingdom
$9.66K +$9.66K +42 New
HWP
1789
Highline Wealth Partners
California
$9.54K +$9.54K +41 New
VWM
1790
Valley Wealth Managers
New Jersey
$9.31K – – –
RAM
1791
Riggs Asset Management
Pennsylvania
$9.31K – – –
LCOV
1792
London Company of Virginia
Virginia
$8.97K +$8.97K +39 New
PS
1793
Planned Solutions
California
$7.91K +$7.91K +34 New
TWD
1794
True Wealth Design
Ohio
$5.82K -$5.82K -25 -50%
CFS
1795
CGC Financial Services
Oregon
$5.82K – – –
LFA
1796
Livelsberger Financial Advisory
Ohio
$5.82K +$5.82K +25 New
KFS
1797
Kelly Financial Services
Massachusetts
$5.44K -$2.6K -11 -32%
BWP
1798
Baldwin Wealth Partners
Massachusetts
$5.35K – – –
VL
1799
Vima LLC
Michigan
$5.35K +$5.35K +23 New
WWM
1800
Wolff Wiese Magana
California
$5.35K +$5.35K +23 New
70 71
72
73 74