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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 %
TWD
1826
True Wealth Design
Ohio
$6.25K – – –
CFS
1827
CGC Financial Services
Oregon
$6.25K – – –
VWM
1828
Valley Wealth Managers
New Jersey
$6K -$4K -16 -40%
WWM
1829
Wolff Wiese Magana
California
$5.75K – – –
GPFA
1830
Game Plan Financial Advisors
Ohio
$5.57K – – –
EL
1831
EMFO LLC
Florida
$5.5K – – –
VL
1832
Vima LLC
Michigan
$4.85K – – –
MCM
1833
MV Capital Management
Maryland
$4.5K – – –
WWP
1834
WR Wealth Planners
Missouri
$3.75K +$3.75K +15 New
RCM
1835
Raleigh Capital Management
North Carolina
$3.51K – – –
APC
1836
Aspire Private Capital
North Carolina
$3.25K – – –
PCG
1837
PFC Capital Group
California
$3K +$3K +16 New
AI
1838
Arvest Investments
Arkansas
$3K – – –
AIA
1839
Arcadia Investment Advisors
Idaho
$2.75K – – –
WBC
1840
West Branch Capital
Massachusetts
$2.5K – – –
MWM
1841
MGB Wealth Management
Texas
$2.5K – – –
ACM
1842
Anfield Capital Management
California
$2.5K +$2.5K +10 New
VCM
1843
Viewpoint Capital Management
Washington
$2.25K – – –
AA
1844
AlphaMark Advisors
Kentucky
$2K – – –
FWA
1845
FSC Wealth Advisors
New York
$1.5K – – –
RS
1846
Rakuten Securities
Japan
$1.5K +$1.5K +6 New
OLVIG
1847
Oliver Lagore Vanvalin Investment Group
Michigan
$1.5K +$1.5K +6 New
GWM
1848
Grand Wealth Management
Michigan
$1.29K – – –
YAL
1849
Your Advocates Ltd
Texas
$1.25K – – –
NA
1850
Nordwand Advisors
Pennsylvania
$1.25K – – –
72 73
74
75 76