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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 %
Victory Capital Management
351
Victory Capital Management
Texas
$6.62M – – –
IPW
352
Impact Partnership Wealth
Georgia
$6.6M +$6.6M +29,960 New
LCWP
353
Legacy Capital Wealth Partners
Arkansas
$6.56M -$3.34M -15,176 -34%
FF
354
Financial Futures
New Jersey
$6.52M +$779K +3,537 +14%
PP
355
PDS Planning
Ohio
$6.52M +$145K +659 +2%
CAM
356
Cozad Asset Management
Illinois
$6.49M +$221K +1,006 +4%
RA
357
RFG Advisory
Alabama
$6.49M +$1.23M +5,590 +23%
SCM
358
Sebold Capital Management
Illinois
$6.48M +$166K +753 +3%
QIM
359
Quest Investment Management
Oregon
$6.46M +$30.6K +139 +0.5%
SPIA
360
Steward Partners Investment Advisory
New York
$6.46M -$1.84M -8,344 -22%
AMG
361
Asset Management Group
Connecticut
$6.45M +$316K +1,434 +5%
SFG
362
Sage Financial Group
Pennsylvania
$6.44M +$199K +902 +3%
WPC
363
Wedmont Private Capital
Pennsylvania
$6.43M +$89.7K +399 +1%
FMP
364
Financial Management Professionals
Texas
$6.41M +$107K +484 +2%
CTA
365
Chesley Taft & Associates
Illinois
$6.38M -$28.6K -130 -0.4%
BFWA
366
Benchmark Financial Wealth Advisors
Florida
$6.31M +$86.7K +394 +1%
BP
367
BBR Partners
New York
$6.27M -$496K -2,253 -7%
SW
368
SVB Wealth
Massachusetts
$6.24M -$1.9M -8,642 -23%
SPC
369
Sigma Planning Corp
Michigan
$6.23M -$4.58M -20,806 -42%
MAC
370
Mason & Associates (California)
California
$6.22M +$177K +802 +3%
WP
371
WMS Partners
Maryland
$6.15M -$62.7K -285 -1%
OIA
372
OneDigital Investment Advisors
Kansas
$6.15M +$231K +1,051 +4%
PFS
373
Prospera Financial Services
Texas
$6.13M +$65K +295 +1%
NF
374
Nikulski Financial
Iowa
$6.1M +$181K +820 +3%
PWM
375
Perigon Wealth Management
California
$6.06M +$1.97M +8,962 +48%
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