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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 %
PWS
1826
Private Wealth Strategies
Ohio
– -$16.2K -16,179 Closed
Renaissance Technologies
1827
Renaissance Technologies
New York
– -$3.25M -15,600 Closed
GWP
1828
Gateway Wealth Partners
Wisconsin
– -$2.57M -12,339 Closed
NEAM
1829
New England Asset Management
Connecticut
– -$2.29M -11,000 Closed
Allspring Global Investments
1830
Allspring Global Investments
North Carolina
– -$1.64M -7,885 Closed
BCM
1831
Beck Capital Management
Texas
– -$1.57M -7,541 Closed
ACIM
1832
Azimuth Capital Investment Management
Michigan
– -$1.54M -7,405 Closed
FWA
1833
FOCUS Wealth Advisors
Texas
– -$1.38M -6,648 Closed
KAS
1834
KPP Advisory Services
Kentucky
– -$1.29M -6,201 Closed
SFCL
1835
Strengthening Families & Communities LLC
Massachusetts
– -$1.19M -5,727 Closed
YIH
1836
Y-Intercept (HK)
Hong Kong
– -$1.18M -5,688 Closed
HCC
1837
Hirtle Callaghan & Co
Pennsylvania
– -$929K -4,460 Closed
PGF
1838
Plan Group Financial
Oklahoma
– -$908K -4,360 Closed
TA
1839
Trellis Advisors
Washington
– -$772K -3,708 Closed
CWA
1840
Clearview Wealth Advisors
Oregon
– -$749K -3,596 Closed
DI
1841
DAGCO Inc
Ohio
– -$818K -3,479 Closed
CF
1842
Cantor Fitzgerald
New York
– -$610K -2,930 Closed
DIA
1843
Davidson Investment Advisors
Montana
– -$458K -2,200 Closed
APCM
1844
Alaska Permanent Capital Management
Alaska
– -$437K -2,100 Closed
IAS
1845
Insigneo Advisory Services
Florida
– -$434K -2,086 Closed
JDR
1846
Jay D. Rosenbaum
– -$367K -1,761 Closed
ECG
1847
EPIQ Capital Group
California
– -$349K -1,677 Closed
CW
1848
CIC Wealth
Maryland
– -$324K -1,555 Closed
SCM
1849
Stordahl Capital Management
Colorado
– -$314K -1,506 Closed
LNWTC
1850
Laird Norton Wetherby Trust Company
Washington
– -$308K -1,481 Closed
72 73
74
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