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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 %
WFPG
326
Waller Financial Planning Group
Ohio
$7.27M +$399K +1,811 +6%
TCBWMS
327
Texas Capital Bank Wealth Management Services
Texas
$7.26M -$977K -4,439 -12%
KeyBank National Association
328
KeyBank National Association
Ohio
$7.21M -$232K -1,052 -3%
AGM
329
Alpine Global Management
New York
$7.2M +$7.2M +32,701 New
1WM
330
1900 Wealth Management
Texas
$7.18M +$352K +1,597 +5%
SF
331
Summit Financial
New Jersey
$7.16M -$12.1K -55 -0.2%
HL
332
HeadInvest LLC
Maine
$7.15M -$138K -625 -2%
BRWA
333
B. Riley Wealth Advisors
Florida
$7.12M -$1.08M -4,905 -13%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$7.07M -$1.79M -8,144 -20%
MMPW
335
Mitchell McLeod Pugh & Williams
Alabama
$7.06M +$758K +3,441 +12%
GFWA
336
Grey Fox Wealth Advisors
Delaware
$7.04M +$1.7M +7,740 +32%
PCIA
337
Prime Capital Investment Advisors
Kansas
$7M +$5.74M +26,077 +457%
DWP
338
Daymark Wealth Partners
Ohio
$6.97M +$5.34M +24,243 +327%
MCM
339
MAI Capital Management
Ohio
$6.96M +$42.9K +195 +0.6%
AWA
340
Arkadios Wealth Advisors
Georgia
$6.93M +$265K +1,205 +4%
BDF
341
Black Diamond Financial
Maryland
$6.91M -$82.6K -375 -1%
ZF
342
Zhang Financial
Michigan
$6.88M +$2.51M +11,345 +57%
FI
343
Financial Insights
Washington
$6.85M +$1.32M +5,983 +24%
SHGA
344
Sand Hill Global Advisors
California
$6.84M -$33.9K -154 -0.5%
FWM
345
ForthRight Wealth Management
Georgia
$6.81M +$4.87M +22,143 +252%
VA
346
Valmark Advisers
Ohio
$6.79M -$174K -789 -2%
HR
347
Howe & Rusling
New York
$6.78M +$37K +168 +0.5%
JFG
348
JDM Financial Group
Texas
$6.77M +$50.9K +231 +0.8%
Franklin Resources
349
Franklin Resources
California
$6.77M +$165K +750 +3%
TW
350
Towerpoint Wealth
California
$6.66M +$337K +1,530 +5%
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