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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 %
DK
276
David Kennon
Florida
$9.14M +$187K +851 +2%
AA
277
Ancora Advisors
Ohio
$9.14M +$23.8K +108 +0.3%
CG
278
Caprock Group
Idaho
$9.11M -$167K -760 -2%
MWM
279
McNaughton Wealth Management
California
$9.01M +$214K +974 +2%
SC
280
Savant Capital
Illinois
$8.99M -$134K -609 -1%
BSW
281
Buckingham Strategic Wealth
Missouri
$8.83M +$747K +3,395 +9%
TPCW
282
TD Private Client Wealth
New York
$8.78M +$788K +3,580 +10%
RPC
283
Rossmore Private Capital
Connecticut
$8.77M -$70.6K -321 -0.8%
AIM
284
Acropolis Investment Management
Missouri
$8.73M -$48.9K -222 -0.6%
GL
285
Graypoint LLC
New York
$8.62M +$3.74M +16,997 +77%
PRWA
286
Platte River Wealth Advisors
Colorado
$8.48M +$193K +875 +2%
HCM
287
Hall Capital Management
Rhode Island
$8.43M +$228K +1,035 +3%
Financial Engines Advisors
288
Financial Engines Advisors
California
$8.42M -$255K -1,159 -3%
FIC
289
Family Investment Center
Missouri
$8.41M +$481K +2,183 +6%
CP
290
Capital Planning
Washington
$8.35M +$14.8K +67 +0.2%
CRC
291
Curi RMB Capital
Illinois
$8.3M -$940K -4,268 -10%
TWM
292
TriaGen Wealth Management
California
$8.28M +$321K +1,460 +4%
SHWM
293
Smith & Howard Wealth Management
Georgia
$8.19M +$76.2K +346 +0.9%
RWM
294
RKL Wealth Management
Pennsylvania
$8.16M -$12.3K -56 -0.2%
WAM
295
WNY Asset Management
New York
$8.04M +$7.75M +35,201 +2,716%
PWP
296
Principle Wealth Partners
Connecticut
$7.97M +$501K +2,275 +7%
WFA
297
Wells Financial Advisors
Massachusetts
$7.94M -$97.5K -443 -1%
CW
298
Cook Wealth
North Carolina
$7.91M +$318K +1,411 +4%
BWM
299
BCGM Wealth Management
Indiana
$7.9M +$795K +3,611 +11%
H
300
HoyleCohen
California
$7.88M +$363K +1,651 +5%
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