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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 %
RBCM
1901
Raub Brock Capital Management
California
– -$201K -863 Closed
EDRH
1902
Edmond de Rothschild Holding
Switzerland
– -$198K -853 Closed
LIWM
1903
Long Island Wealth Management
New York
– -$184K -792 Closed
RIM
1904
Rockbridge Investment Management
New York
– -$184K -790 Closed
NFA
1905
Northwest Financial Advisors
Virginia
– -$167K -718 Closed
NMG
1906
New Millennium Group
Utah
– -$157K -676 Closed
LF
1907
Lee Financial
Texas
– -$119K -512 Closed
SA
1908
Scarborough Advisors
Maryland
– -$117K -504 Closed
FA
1909
Faithward Advisors
Pennsylvania
– -$77.9K -339 Closed
LPP
1910
Life Planning Partners
Florida
– -$66.5K -286 Closed
TVAMP
1911
Tennessee Valley Asset Management Partners
Tennessee
– -$49.1K -211 Closed
FCG
1912
Financial Connections Group
California
– -$47K -205 Closed
GG
1913
Greenwood Gearhart
Arkansas
– -$41.2K -177 Closed
OP
1914
ORG Partners
Indiana
– -$40.6K -171 Closed
HT
1915
Headlands Technologies
Illinois
– -$36.3K -156 Closed
PCWA
1916
Pacific Capital Wealth Advisors
California
– -$24.7K -106 Closed
GWMIA
1917
Global Wealth Management Investment Advisory
Florida
– -$23.3K -100 Closed
RFA
1918
Resurgent Financial Advisors
Georgia
– -$20.7K -89 Closed
DAC
1919
Dividend Assets Capital
South Carolina
– -$19K -81 Closed
PWA
1920
Provenance Wealth Advisors
Florida
– -$15.1K -65 Closed
DCM
1921
Davidson Capital Management
Texas
– -$14.9K -64 Closed
FWM
1922
Focused Wealth Management
New York
– -$11.7K -50 Closed
AIP
1923
Ameritas Investment Partners
Nebraska
– -$11.2K -48 Closed
PAIM
1924
Punch & Associates Investment Management
Minnesota
– -$10.5K -45 Closed
LCOV
1925
London Company of Virginia
Virginia
– -$8.97K -39 Closed
74 75 76
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