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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 %
FFS
176
Founders Financial Securities
Maryland
$19.1M +$762K +3,276 +4%
FI
177
FIDELIS iM
Oregon
$19M +$740K +3,180 +4%
GT
178
Glenview Trust
Kentucky
$19M +$37.7K +162 +0.2%
MFIM
179
Mesirow Financial Investment Management
Illinois
$18.8M +$18.8M +80,785 New
HI
180
Horizon Investments
North Carolina
$18.8M +$785K +3,375 +4%
RJT
181
Raymond James Trust
Florida
$18.5M +$281K +1,209 +2%
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$18.2M -$168K -723 -0.9%
GWA
183
Gratus Wealth Advisors
Virginia
$18.2M +$18.2M +78,205 New
SI
184
Stephens Inc
Arkansas
$18.1M -$1.12M -4,824 -6%
IWC
185
Integrated Wealth Concepts
Massachusetts
$18.1M -$133K -571 -0.7%
PFA
186
Pathway Financial Advisors
Vermont
$18M +$705K +3,029 +4%
BAM
187
Berkshire Asset Management
Pennsylvania
$17.6M +$391K +1,681 +2%
PIMG
188
Patriot Investment Management Group
Tennessee
$17.6M -$247K -1,060 -1%
EWA
189
Exencial Wealth Advisors
Oklahoma
$17M -$4.19K -18 -0%
EWS
190
Eagle Wealth Strategies
New Jersey
$17M +$17M +72,994 New
FHA
191
First Horizon Advisors
Tennessee
$16.5M +$367K +1,578 +2%
WIC
192
Whitegate Investment Counselors
New Hampshire
$16.4M +$29.3K +126 +0.2%
PRA
193
Pine Ridge Advisers
New York
$16.3M +$683K +2,935 +4%
PWM
194
Praetorian Wealth Management
California
$16.3M -$486K -2,091 -3%
PFP
195
Pinnacle Financial Partners
Tennessee
$16.3M +$1.42M +6,115 +10%
EF
196
Empowered Funds
Pennsylvania
$16.2M +$13.3M +57,297 +465%
HIMC
197
Heritage Investors Management Corp
Maryland
$16.2M -$49.3K -212 -0.3%
MWM
198
Marietta Wealth Management
Georgia
$16.1M +$79.8K +343 +0.5%
NIM
199
Northeast Investment Management
Massachusetts
$15.8M +$65.4K +281 +0.4%
SIC
200
Salem Investment Counselors
North Carolina
$15.6M +$246K +1,057 +2%
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