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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 %
CIAS
1851
CFS Investment Advisory Services
New Jersey
– -$278K -1,337 Closed
HVP
1852
Hudson Value Partners
Florida
– -$272K -1,307 Closed
CAM
1853
Concorde Asset Management
Michigan
– -$268K -1,286 Closed
RBFC
1854
Roman Butler Fullerton & Co
Missouri
– -$263K -1,275 Closed
FWM
1855
Fairhaven Wealth Management
Illinois
– -$255K -1,226 Closed
DSN
1856
D. Scott Neal
Kentucky
– -$255K -1,226 Closed
CWA
1857
Canvas Wealth Advisors
Kansas
– -$238K -1,183 Closed
PRS
1858
Pinkerton Retirement Specialists
Idaho
– -$243K -1,166 Closed
HS
1859
Horan Securities
United States
– -$243K -1,165 Closed
BWP
1860
Balboa Wealth Partners
Arizona
– -$238K -1,145 Closed
AFA
1861
Atlas Financial Advisors
California
– -$234K -1,124 Closed
AFG
1862
ABLE Financial Group
Arizona
– -$220K -1,055 Closed
PCM
1863
Presidio Capital Management
California
– -$217K -1,040 Closed
APG
1864
Abacus Planning Group
South Carolina
– -$215K -1,034 Closed
ERWM
1865
Elk River Wealth Management
Colorado
– -$202K -971 Closed
RWA
1866
Roberts Wealth Advisors
California
– -$200K -956 Closed
FAM
1867
Flaharty Asset Management
Florida
– -$151K -723 Closed
BAAM
1868
Baker Avenue Asset Management
California
– -$131K -630 Closed
CB
1869
Community Bank
New York
– -$115K -552 Closed
WFA
1870
WestHill Financial Advisors
California
– -$44K -211 Closed
NIC
1871
Northwest Investment Counselors
Oregon
– -$40K -192 Closed
CCP
1872
Clarkston Capital Partners
Michigan
– -$31.9K -153 Closed
RW
1873
RVW Wealth
California
– -$29.4K -141 Closed
HFS
1874
HBC Financial Services
Washington
– -$12K -117 Closed
SCA
1875
Stonebridge Capital Advisors
Minnesota
– -$21.7K -104 Closed
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