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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 %
BF
201
BOK Financial
Oklahoma
$15.5M +$2.27M +9,765 +17%
AFS
202
Annapolis Financial Services
Maryland
$15.3M +$1.35M +5,816 +10%
PWLP
203
Prio Wealth Limited Partnership
Massachusetts
$15.1M +$633K +2,722 +4%
NRI
204
NFP Retirement Inc
California
$15.1M +$1.11M +4,770 +8%
SRC
205
Sage Rhino Capital
California
$14.9M -$107K -460 -0.7%
BP
206
Ballentine Partners
Massachusetts
$14.9M -$454K -1,951 -3%
SPP
207
Single Point Partners
Massachusetts
$14.8M -$2.01M -8,628 -12%
Lido Advisors
208
Lido Advisors
California
$14.8M -$462K -1,984 -3%
AA
209
AJ Advisors
Tennessee
$14.7M +$850K +3,652 +6%
KWA
210
Kellett Wealth Advisors
Ohio
$14.7M +$5.82M +25,035 +66%
TCM
211
Twele Capital Management
Minnesota
$14.6M -$557K -2,394 -4%
PA
212
Parallel Advisors
California
$14.6M -$309K -1,328 -2%
TA
213
Tectonic Advisors
Texas
$14.6M +$7.68K +33 +0.1%
ATC
214
Advantage Trust Company
Kansas
$14.5M +$14.5M +62,365 New
MCM
215
MAI Capital Management
Ohio
$14.4M -$504K -2,165 -3%
TFO
216
Tarbox Family Office
California
$14.4M -$743K -3,193 -5%
MM
217
Meridian Management
Arkansas
$14.4M -$6.08M -25,960 -30%
BWFA
218
Baltimore-Washington Financial Advisors
Maryland
$14.4M +$477K +2,049 +3%
NFG
219
Nations Financial Group
Iowa
$14.4M -$985K -4,232 -6%
SC
220
Sierra Capital
Florida
$14.3M +$838K +3,601 +6%
MA
221
Montag & Associates
Georgia
$14.3M +$1.88M +8,087 +15%
SCA
222
STALEY CAPITAL ADVISERS
Pennsylvania
$14.1M +$1.77M +7,619 +14%
CB
223
Cadence Bank
Mississippi
$14.1M +$129K +556 +0.9%
GWM
224
GDS Wealth Management
Texas
$14M +$283K +1,215 +2%
IB
225
Intrust Bank
Kansas
$13.8M +$385K +1,654 +3%
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