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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,819 hedge funds and large institutions have $39.7B invested in Vanguard Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 753 increasing their positions, 581 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,819
Holders Change
+176
Holders Change %
+10.71%
% of All Funds
26.67%
Holding in Top 10
216
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.2%
% of All Funds
3.17%
New
267
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
$3.27B
2
MIS
Morningstar Investment Services
Illinois
$317M
3
Cerity Partners
Cerity Partners
New York
$112M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.19B
5
OAM
Oppenheimer Asset Management
New York
$62.4M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
$136M
2
CA
Clearstead Advisors
Ohio
$62.3M
3
Bank of America
Bank of America
North Carolina
$3.42B
4
Osaic Holdings
Osaic Holdings
Arizona
$165M
5
FSWA
Financial Synergies Wealth Advisors
Texas
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.47B +$10.6M +45,732 +0.2%
Bank of America
2
Bank of America
North Carolina
$3.42B -$35.6M -152,873 -1%
Morgan Stanley
3
Morgan Stanley
New York
$3.27B +$1.72B +7,408,244 +111%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.34B +$49.4M +212,518 +2%
Creative Planning
5
Creative Planning
Kansas
$1.94B +$14.1M +60,455 +0.7%
UBS Group
6
UBS Group
Switzerland
$1.36B -$7.3M -31,390 -0.5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.19B +$71.1M +305,822 +6%
RJA
8
Raymond James & Associates
Florida
$886M +$25.9M +111,441 +3%
Ameriprise
9
Ameriprise
Minnesota
$835M +$17.2M +73,725 +2%
LPL Financial
10
LPL Financial
California
$683M +$29.5M +126,736 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$583M -$14.8M -63,584 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$576M +$16.2M +69,546 +3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$566M -$7.35M -31,593 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$497M +$5.11M +21,952 +1%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$495M -$6.54M -28,117 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$479M -$5.3M -22,774 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$341M +$11.8M +50,605 +4%
MIS
18
Morningstar Investment Services
Illinois
$317M +$139M +595,576 +78%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$291M +$42.8M +183,940 +17%
JFG
20
JMG Financial Group
Illinois
$276M +$1.08M +4,626 +0.4%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$273M +$15.3M +65,612 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$272M -$902K -3,876 -0.3%
BTCPP
23
Border to Coast Pensions Partnership
United Kingdom
$270M +$5.3M +22,800 +2%
AF
24
Allworth Financial
California
$264M +$3.94M +16,953 +2%
Mariner
25
Mariner
Kansas
$247M +$22.4M +96,150 +10%
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