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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,853 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, 785 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,853
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.86%
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
785
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
$3.93B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$174M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.62B
4
SW
Simplicity Wealth
New Jersey
$88.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$696M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.8B
2
Cerity Partners
Cerity Partners
New York
$116M
3
MIS
Morningstar Investment Services
Illinois
$92.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$396M
5
Charles Schwab
Charles Schwab
California
$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
1926
Livelsberger Financial Advisory
Ohio
– -$5.82K -25 Closed
KFS
1927
Kelly Financial Services
Massachusetts
– -$5.44K -23 Closed
UOTTAIMCU
1928
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$5.12K -22 Closed
AWM
1929
Able Wealth Management
New Jersey
– -$1.48K -6 Closed
CWA
1930
Carolina Wealth Advisors
South Carolina
– -$465 -2 Closed
74 75 76 77
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