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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,853 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, 785 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,853
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.86%
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
785
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
$3.93B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$174M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.62B
4
SW
Simplicity Wealth
New Jersey
$88.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$696M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.8B
2
Cerity Partners
Cerity Partners
New York
$116M
3
MIS
Morningstar Investment Services
Illinois
$92.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$396M
5
Charles Schwab
Charles Schwab
California
$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.9B +$19.6M +78,258 +0.3%
Bank of America
2
Bank of America
North Carolina
$3.93B +$250M +999,858 +7%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.62B +$104M +414,923 +4%
Creative Planning
4
Creative Planning
Kansas
$2.06B -$22.4M -89,585 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.8B -$1.72B -6,870,554 -49%
UBS Group
6
UBS Group
Switzerland
$1.45B -$19M -75,981 -1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.3B +$17.2M +68,659 +1%
RJA
8
Raymond James & Associates
Florida
$953M +$1.24M +4,977 +0.1%
Ameriprise
9
Ameriprise
Minnesota
$924M +$24.5M +97,690 +3%
LPL Financial
10
LPL Financial
California
$755M +$21.8M +87,418 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$696M +$76.9M +307,722 +12%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$612M -$13.2M -52,660 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$583M -$25.3M -101,250 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$513M -$20.7M -82,823 -4%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$488M -$43.9M -175,719 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$396M -$118M -470,747 -23%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$371M +$4.97M +19,899 +1%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$368M +$55.3M +221,222 +18%
JFG
19
JMG Financial Group
Illinois
$304M +$6.75M +26,998 +2%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$304M +$12.2M +49,329 +4%
AF
21
Allworth Financial
California
$293M +$9.66M +38,674 +3%
Mariner
22
Mariner
Kansas
$293M +$27.3M +109,450 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$291M -$328K -1,312 -0.1%
BTCPP
24
Border to Coast Pensions Partnership
United Kingdom
$290M – – –
FCI
25
Financial Counselors Inc
Kansas
$194M +$2.44M +9,784 +1%
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