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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 %
GT
176
Glenview Trust
Kentucky
$20.4M +$14K +56 +0.1%
TFA
177
Transamerica Financial Advisors
Florida
$20.2M +$20.2M +80,711 New
IWC
178
Integrated Wealth Concepts
Massachusetts
$19.6M +$236K +945 +1%
PFA
179
Pathway Financial Advisors
Vermont
$19.6M +$273K +1,091 +1%
SI
180
Stephens Inc
Arkansas
$19.4M -$4K -16 -0%
BAM
181
Berkshire Asset Management
Pennsylvania
$19.2M +$319K +1,276 +2%
LNC
182
Lincoln National Corp
Pennsylvania
$19.2M -$2.09M -8,371 -10%
FFS
183
Founders Financial Securities
Maryland
$18.6M -$1.94M -7,778 -9%
EWA
184
Exencial Wealth Advisors
Oklahoma
$18.4M +$116K +463 +0.6%
PWLP
185
Prio Wealth Limited Partnership
Massachusetts
$18.3M +$2.06M +8,264 +13%
HI
186
Horizon Investments
North Carolina
$18.2M -$1.9M -7,618 -9%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$18.1M -$1.43M -5,740 -7%
PRA
188
Pine Ridge Advisers
New York
$17.9M +$357K +1,430 +2%
WIC
189
Whitegate Investment Counselors
New Hampshire
$17.7M +$108K +434 +0.6%
FHA
190
First Horizon Advisors
Tennessee
$17.5M -$305K -1,220 -2%
NRI
191
NFP Retirement Inc
California
$17.4M +$1.26M +5,050 +8%
MWM
192
Marietta Wealth Management
Georgia
$17.4M +$109K +436 +0.6%
PWM
193
Praetorian Wealth Management
California
$17.4M -$115K -461 -0.7%
HIMC
194
Heritage Investors Management Corp
Maryland
$17.3M -$77.7K -311 -0.4%
PFP
195
Pinnacle Financial Partners
Tennessee
$17.1M -$339K -1,357 -2%
NIM
196
Northeast Investment Management
Massachusetts
$17.1M +$188K +753 +1%
KWA
197
Kellett Wealth Advisors
Ohio
$17.1M +$1.39M +5,579 +9%
SIC
198
Salem Investment Counselors
North Carolina
$17M +$255K +1,020 +2%
Lido Advisors
199
Lido Advisors
California
$16.9M +$1.02M +4,088 +6%
GM
200
GeoWealth Management
Illinois
$16.8M +$16.1M +64,419 +2,256%
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