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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 %
RF
1851
Robbins Farley
New Hampshire
$1K – – –
BWP
1852
Baldwin Wealth Partners
Massachusetts
$750 -$5K -20 -87%
TCA
1853
Trifecta Capital Advisors
Illinois
$750 +$750 +3 New
LWA
1854
Lowe Wealth Advisors
Maryland
$500 – – –
AWA
1855
Alaska Wealth Advisors
Alaska
$500 +$500 +2 New
TRCT
1856
Tower Research Capital (TRC)
New York
$500 +$500 +2 New
SFA
1857
Semmax Financial Advisors
North Carolina
$495 – – –
SVCP
1858
Silicon Valley Capital Partners
California
$234 – – –
OHWA
1859
Oak Hill Wealth Advisors
Virginia
– -$40M -172,031 Closed
LCWP
1860
Legacy Capital Wealth Partners
Arkansas
– -$9.13M -39,255 Closed
BWS
1861
Buck Wealth Strategies
Colorado
– -$6.27M -26,952 Closed
PWP
1862
Perfromance Wealth Partners
Illinois
– -$5.83M -25,060 Closed
MSA
1863
Marathon Strategic Advisors
Pennsylvania
– -$4.08M -17,519 Closed
AWA
1864
Arete Wealth Advisors
Illinois
– -$2.36M -10,142 Closed
MWM
1865
Meridian Wealth Management
Kentucky
– -$2.16M -9,299 Closed
WIA
1866
World Investment Advisors
California
– -$2.05M -8,824 Closed
GC
1867
Guidance Capital
Kentucky
– -$1.14M -4,923 Closed
KOC
1868
Koss-Olinger Consulting
Florida
– -$1.07M -4,584 Closed
ARC
1869
Advisor Resource Council
Texas
– -$1.05M -4,512 Closed
AC
1870
AlphaCore Capital
California
– -$1.02M -4,371 Closed
3IP
1871
3Chopt Investment Partners
Virginia
– -$1.02M -4,368 Closed
IA
1872
IFG Advisory
Georgia
– -$848K -3,643 Closed
CWM
1873
Curi Wealth Management
North Carolina
– -$829K -3,564 Closed
VW
1874
Vantage Wealth
California
– -$739K -3,175 Closed
CAI
1875
Capital Advisors Inc
Oklahoma
– -$610K -2,622 Closed
73 74
75
76 77