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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,513 hedge funds and large institutions have $29.5B invested in Vanguard Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 678 increasing their positions, 490 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-55
Holders Change %
-3.51%
% of All Funds
25.58%
Holding in Top 10
178
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.66%
% of All Funds
3.01%
New
87
Increased
678
Reduced
490
Closed
121
Calls
$12.9M
Puts
$3.32M
Net Calls
+$9.57M
Net Calls Change
+$9.16M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.24B
2
Wells Fargo
Wells Fargo
California
$5.81B
3
Creative Planning
Creative Planning
Kansas
$1.61B
4
Bank of America
Bank of America
North Carolina
$3.07B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$193M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$748M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$198M
3
JFG
JMG Financial Group
Illinois
$231M
4
BPA
Beacon Pointe Advisors
California
$96.5M
5
UBS Group
UBS Group
Switzerland
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
276
McNaughton Wealth Management
California
$7.67M +$221K +1,121 +3%
VFP
277
Verus Financial Partners
Virginia
$7.62M -$95.2K -456 -1%
WFAG
278
Wescott Financial Advisory Group
Pennsylvania
$7.62M +$65.6K +333 +0.9%
RWIA
279
Roger Wittlin Investment Advisory
California
$7.6M -$4.32M -21,936 -36%
EWA
280
Exencial Wealth Advisors
Oklahoma
$7.43M +$293K +1,486 +4%
DADC
281
D.A. Davidson & Co
Montana
$7.38M -$27.6K -140 -0.4%
UFA
282
US Financial Advisors
Massachusetts
$7.35M +$174K +882 +2%
RWM
283
RKL Wealth Management
Pennsylvania
$7.34M -$12.8K -65 -0.2%
IHWM
284
Iron Horse Wealth Management
Iowa
$7.34M +$781K +3,967 +12%
NIM
285
Northeast Investment Management
Massachusetts
$7.25M +$1.79M +9,108 +33%
TA
286
TruWealth Advisors
Louisiana
$7.25M +$360K +1,826 +5%
JFA
287
JNBA Financial Advisors
Minnesota
$7.23M -$238K -1,209 -3%
SAM
288
Silverhawk Asset Management
Arizona
$7.17M -$23.4K -119 -0.3%
WFPG
289
Waller Financial Planning Group
Ohio
$7.16M +$437K +2,221 +7%
QIM
290
Quest Investment Management
Oregon
$7.15M +$504K +2,558 +8%
RPC
291
Rossmore Private Capital
Connecticut
$7.13M +$523K +2,655 +8%
CP
292
Capital Planning
Washington
$7.09M +$2.17K +11 +0%
ASN
293
Advisory Services Network
Georgia
$7.08M +$450K +2,282 +7%
MCM
294
Maryland Capital Management
Maryland
$7.05M -$1.49M -7,585 -17%
MG
295
Mather Group
Illinois
$7.02M +$4.1M +20,801 +140%
BFAG
296
Blackston Financial Advisory Group
Florida
$6.99M +$597K +2,938 +9%
SPIA
297
Steward Partners Investment Advisory
New York
$6.97M -$421K -2,136 -6%
OC
298
Oppenheimer & Co
New York
$6.94M +$205K +1,043 +3%
FNFDCM
299
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.93M +$83.7K +425 +1%
IA
300
IFP Advisors
Florida
$6.92M – – –
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