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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,870 hedge funds and large institutions have $40.3B invested in Vanguard Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 704 increasing their positions, 670 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,870
Holders Change
+17
Holders Change %
+0.92%
% of All Funds
27.2%
Holding in Top 10
197
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.64%
% of All Funds
2.87%
New
130
Increased
704
Reduced
670
Closed
87
Calls
$13.9M
Puts
$5.71M
Net Calls
+$8.23M
Net Calls Change
+$3.43M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.4B
2
CA
Clearstead Advisors
Ohio
$160M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$426M
4
Bank of America
Bank of America
North Carolina
$3.88B
5
Truist Financial
Truist Financial
North Carolina
$135M

Top Sellers

1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$0
2
GA
GFS Advisors
Texas
$2.27M
3
Wells Fargo
Wells Fargo
California
$5.59B
4
Charles Schwab
Charles Schwab
California
$0
5
UBS Group
UBS Group
Switzerland
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.59B -$124M -510,734 -2%
Bank of America
2
Bank of America
North Carolina
$3.88B +$69.5M +287,164 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.4B +$861M +3,555,020 +34%
Creative Planning
4
Creative Planning
Kansas
$2B +$6.17M +25,496 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$1.77B +$25.6M +105,922 +1%
UBS Group
6
UBS Group
Switzerland
$1.32B -$77.4M -319,901 -6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.28B +$23M +94,950 +2%
RJA
8
Raymond James & Associates
Florida
$938M +$14.6M +60,213 +2%
Ameriprise
9
Ameriprise
Minnesota
$851M -$40.9M -169,112 -5%
LPL Financial
10
LPL Financial
California
$682M -$49.2M -203,209 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$681M +$7.27M +30,019 +1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$576M -$17M -70,276 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$551M +$53.7M +221,767 +11%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$518M -$46.7M -192,809 -8%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$455M -$17.3M -71,463 -4%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$426M +$70.2M +290,003 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$388M +$3.61M +14,914 +0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$351M -$8.94M -36,936 -2%
AF
19
Allworth Financial
California
$307M +$15.9M +64,154 +5%
Mariner
20
Mariner
Kansas
$306M +$21.7M +89,651 +8%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$302M +$5.55M +22,906 +2%
JFG
22
JMG Financial Group
Illinois
$301M +$6.37M +26,299 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$297M +$14.3M +58,947 +5%
FCI
24
Financial Counselors Inc
Kansas
$197M +$8.75M +36,132 +5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$176M +$7.99M +32,985 +5%
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