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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 %
BF
201
BOK Financial
Oklahoma
$16.8M +$226K +909 +1%
AA
202
AJ Advisors
Tennessee
$16.5M +$745K +2,983 +5%
VBWMG
203
Von Berge Wealth Management Group
California
$16.4M +$2.36M +9,461 +17%
RFS
204
Retirement Financial Solutions
Tennessee
$16.1M +$1.48M +5,911 +10%
BP
205
Ballentine Partners
Massachusetts
$16M – – –
SRC
206
Sage Rhino Capital
California
$16M -$52.2K -209 -0.3%
CB
207
Cadence Bank
Mississippi
$15.8M +$692K +2,770 +5%
SPP
208
Single Point Partners
Massachusetts
$15.8M -$151K -603 -0.9%
TCM
209
Twele Capital Management
Minnesota
$15.7M -$4K -16 -0%
TA
210
Tectonic Advisors
Texas
$15.7M +$37.5K +150 +0.2%
PIMG
211
Patriot Investment Management Group
Tennessee
$15.6M -$3.32M -13,281 -18%
GWM
212
GDS Wealth Management
Texas
$15.5M +$372K +1,487 +2%
VC
213
Veracity Capital
Georgia
$15.4M +$15.4M +61,820 New
TFO
214
Tarbox Family Office
California
$15.4M -$37K -148 -0.2%
SC
215
Sierra Capital
Florida
$15.4M +$14.5K +58 +0.1%
MA
216
Montag & Associates
Georgia
$15.4M – – –
ATC
217
Advantage Trust Company
Kansas
$15.3M -$246K -986 -2%
BWFA
218
Baltimore-Washington Financial Advisors
Maryland
$15.3M -$102K -407 -0.7%
MM
219
Meridian Management
Arkansas
$15.1M -$201K -803 -1%
AC
220
Abbrea Capital
California
$15.1M +$767K +3,070 +5%
PA
221
Parallel Advisors
California
$15.1M -$561K -2,247 -4%
ASI
222
Advisory Services & Investments
Oregon
$15M +$625K +2,500 +4%
SCA
223
STALEY CAPITAL ADVISERS
Pennsylvania
$15M -$187K -750 -1%
PIN
224
Prudent Investors Network
California
$14.9M +$14.9M +59,822 New
OC
225
Oppenheimer & Co
New York
$14.9M +$825K +3,300 +6%
7 8
9
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