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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,645 hedge funds and large institutions have $34.5B invested in Vanguard Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 710 increasing their positions, 553 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+34
Holders Change %
+2.11%
% of All Funds
25.94%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.09%
New
116
Increased
710
Reduced
553
Closed
66
Calls
$31M
Puts
$11.7M
Net Calls
+$19.3M
Net Calls Change
+$17.4M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$820M
2
AF
Allworth Financial
California
+$94M
3
LPL Financial
LPL Financial
California
+$72.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$53M
5
Morgan Stanley
Morgan Stanley
New York
+$50M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.3B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$67.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$40.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$34.9M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
226
Shufro Rose & Co
New York
$11.7M +$653K +2,965 +6%
AF
227
Advisornet Financial
Minnesota
$11.7M +$380K +1,728 +3%
VBWMG
228
Von Berge Wealth Management Group
California
$11.7M +$397K +1,802 +4%
GA
229
Geller Advisors
New York
$11.3M – – –
BAMG
230
Brand Asset Management Group
Missouri
$11.1M +$393K +1,784 +4%
CA
231
CoreCap Advisors
Michigan
$11.1M +$11.1M +50,417 New
JGIA
232
Jackson Grant Investment Advisers
Connecticut
$11.1M -$1.1K -5 -0%
DL
233
DOHJ LLC
Washington
$11M +$2M +9,083 +22%
REMPR
234
Roof Eidam Maycock Peralta (REMP)
California
$11M +$544K +2,473 +5%
RCA
235
Riverview Capital Advisers
Massachusetts
$11M -$263K -1,194 -2%
FNC
236
First National Corp
Massachusetts
$10.9M -$153K -693 -1%
WF
237
Whelan Financial
California
$10.9M +$12.8K +58 +0.1%
HWM
238
Horizons Wealth Management
North Carolina
$10.7M -$102K -464 -0.9%
MCM
239
Manchester Capital Management
Vermont
$10.7M +$20K +91 +0.2%
AGA
240
Arkos Global Advisors
Texas
$10.6M -$1.2M -5,452 -10%
SFS
241
Sowell Financial Services
Arkansas
$10.5M +$4.63M +21,047 +79%
AHC
242
Anderson Hoagland & Co
Missouri
$10.5M -$445K -2,020 -4%
LFA
243
Legend Financial Advisors
Pennsylvania
$10.4M +$728K +3,305 +8%
NFW
244
Noble Family Wealth
Florida
$10.4M -$597K -2,712 -5%
JA
245
JVL Associates
Michigan
$10.4M -$277K -1,259 -3%
SC
246
Sepio Capital
Utah
$10.3M +$2.05M +9,324 +25%
SCA
247
STALEY CAPITAL ADVISERS
Pennsylvania
$10.2M -$241K -1,093 -2%
GA
248
Greytown Advisors
Florida
$10.2M -$149K -679 -1%
OC
249
Oppenheimer & Co
New York
$10.2M +$733K +3,330 +8%
RFS
250
Retirement Financial Solutions
Tennessee
$10.1M +$1.44M +6,521 +17%
8 9
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