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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 %
RWI
251
Red Wave Investments
Pennsylvania
$10.1M -$366K -1,664 -3%
RA
252
Ruggaard & Associates
Ohio
$10.1M +$203K +922 +2%
DADC
253
D.A. Davidson & Co
Montana
$10.1M +$110K +498 +1%
BONH
254
Bank of New Hampshire
New Hampshire
$10M -$83K -377 -0.8%
CIC
255
Carnegie Investment Counsel
Ohio
$9.93M -$114K -518 -1%
HFW
256
Horizon Family Wealth
Illinois
$9.88M +$220K +998 +2%
GAM
257
Gemmer Asset Management
California
$9.87M +$183K +832 +2%
M&T Bank
258
M&T Bank
New York
$9.86M -$910K -4,134 -8%
UFA
259
US Financial Advisors
Massachusetts
$9.79M +$423K +1,923 +5%
FFG
260
Frisch Financial Group
New York
$9.63M -$107K -487 -1%
SCA
261
Sandy Cove Advisors
Massachusetts
$9.63M +$1.25M +5,670 +15%
IAA
262
Ironsides Asset Advisors
North Carolina
$9.63M -$8.36K -38 -0.1%
PSCM
263
Per Stirling Capital Management
Texas
$9.58M +$97.1K +441 +1%
KFP
264
KMG Fiduciary Partners
Ohio
$9.56M +$756K +3,436 +9%
LIA
265
LBMC Investment Advisors
Tennessee
$9.55M +$881 +4 +0%
TA
266
TruWealth Advisors
Louisiana
$9.51M +$99.3K +451 +1%
AW
267
Avion Wealth
Texas
$9.5M -$330K -1,501 -3%
CA
268
Crane Advisory
California
$9.48M +$1.43M +6,493 +18%
UCFA
269
United Capital Financial Advisors
Texas
$9.47M -$372K -1,691 -4%
SCA
270
Scott Capital Advisors
Oregon
$9.38M +$46.2K +210 +0.5%
IHWM
271
Iron Horse Wealth Management
Iowa
$9.33M +$319K +1,447 +4%
W
272
WealthOne
New York
$9.28M -$486K -2,207 -5%
PA
273
Pinnacle Associates
New York
$9.27M +$896K +4,070 +11%
LBC
274
Lowe Brockenbrough & Co
Virginia
$9.24M +$232K +1,053 +3%
AAM
275
Ameraudi Asset Management
New York
$9.21M +$101K +458 +1%
9 10
11
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