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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 %
PCM
1876
Penn Capital Management
Pennsylvania
– -$598K -2,570 Closed
FNWM
1877
Financial Network Wealth Management
Utah
– -$550K -2,365 Closed
CCM
1878
Carlson Capital Management
Minnesota
– -$536K -2,305 Closed
TI
1879
Trexquant Investment
Connecticut
– -$509K -2,189 Closed
WCM
1880
Winthrop Capital Management
Indiana
– -$509K -2,188 Closed
TCM
1881
Triumph Capital Management
Colorado
– -$463K -1,991 Closed
SWM
1882
Schwallier Wealth Management
Michigan
– -$386K -1,660 Closed
VFA
1883
Voya Financial Advisors
Connecticut
– -$370K -1,581 Closed
PA
1884
Paragon Advisors
Texas
– -$326K -1,400 Closed
RSWA
1885
Robinson Smith Wealth Advisors
Maine
– -$323K -1,389 Closed
Jane Street
1886
Jane Street
New York
– -$317K -1,362 Closed
HW
1887
Hamilton Wealth
California
– -$297K -1,277 Closed
WCP
1888
Wick Capital Partners
Pennsylvania
– -$264K -1,134 Closed
Harris Associates
1889
Harris Associates
Illinois
– -$251K -1,079 Closed
CWM
1890
CMH Wealth Management
New Hampshire
– -$250K -1,074 Closed
BMM
1891
Buffington Mohr McNeal
Idaho
– -$241K -1,034 Closed
AC
1892
Applied Capital
Arkansas
– -$231K -992 Closed
WFA
1893
Wellspring Financial Advisors
Ohio
– -$231K -991 Closed
GSWM
1894
Greenup Street Wealth Management
Michigan
– -$229K -983 Closed
CAAM
1895
Cornerstone Advisors Asset Management
Pennsylvania
– -$221K -950 Closed
SIM
1896
Sterling Investment Management
Arizona
– -$218K -937 Closed
CFC
1897
Coyle Financial Counsel
Illinois
– -$215K -923 Closed
PCG
1898
Prosperity Consulting Group
Maryland
– -$214K -922 Closed
EA
1899
Everpar Advisors
Oklahoma
– -$207K -888 Closed
EBT
1900
Enterprise Bank & Trust
Massachusetts
– -$202K -867 Closed
74 75
76
77 78