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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 %
EWP
376
Elevation Wealth Partners
California
$6.04M +$685K +3,095 +13%
CAG
377
Crestwood Advisors Group
Massachusetts
$6M +$70.9K +322 +1%
IAN
378
Integrated Advisors Network
Texas
$5.97M -$51.7K -235 -0.9%
VWA
379
Visionary Wealth Advisors
Illinois
$5.97M -$216K -982 -3%
BCP
380
Berkeley Capital Partners
Georgia
$5.96M +$97.5K +443 +2%
SC
381
Steph & Co
Wisconsin
$5.94M -$635K -2,886 -10%
MA
382
Mutual Advisors
Nebraska
$5.93M +$986K +4,477 +20%
JJBC
383
James J. Burns & Company
New York
$5.9M +$381K +1,729 +7%
OCM
384
One Capital Management
California
$5.9M +$77.9K +354 +1%
PAS
385
Park Avenue Securities
New York
$5.87M +$1.34M +6,074 +30%
RC
386
Roundview Capital
New Jersey
$5.87M +$385K +1,751 +7%
BFAG
387
Blackston Financial Advisory Group
Florida
$5.86M -$171K -779 -3%
SIA
388
Strategic Investment Advisors
Michigan
$5.81M +$3.09M +14,030 +113%
CFS
389
CRA Financial Services
New Jersey
$5.79M +$524K +2,381 +10%
CWS
390
Cypress Wealth Services
California
$5.78M -$1.13K -5 -0%
Prudential Financial
391
Prudential Financial
New Jersey
$5.75M +$3.46M +15,727 +151%
NWM
392
Northcape Wealth Management
New York
$5.74M +$81.9K +372 +1%
BWA
393
BDO Wealth Advisors
Florida
$5.74M -$396K -1,800 -6%
KPWS
394
Kestra Private Wealth Services
Texas
$5.73M +$618K +2,805 +12%
FCA
395
FLC Capital Advisors
California
$5.73M +$410K +1,863 +8%
RWG
396
Regal Wealth Group
California
$5.72M +$2.7M +12,339 +89%
BWS
397
Buck Wealth Strategies
Colorado
$5.68M +$683K +3,168 +14%
Citigroup
398
Citigroup
New York
$5.66M -$372K -1,689 -6%
JIC
399
Johnson Investment Counsel
Ohio
$5.64M +$142K +645 +3%
PFG
400
PAX Financial Group
Texas
$5.55M -$445K -2,020 -7%
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