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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFAG
376
Blackston Financial Advisory Group
Florida
$5.98M +$439K +2,108 +8%
EW
377
Evoke Wealth
California
$5.97M +$4.22M +20,278 +242%
NF
378
Nikulski Financial
Iowa
$5.96M +$195K +938 +3%
RC
379
Roundview Capital
New Jersey
$5.95M +$401K +1,927 +7%
BCP
380
Berkeley Capital Partners
Georgia
$5.95M +$311K +1,492 +6%
PFG
381
PAX Financial Group
Texas
$5.95M +$696K +3,342 +13%
VWA
382
Visionary Wealth Advisors
Illinois
$5.93M +$284K +1,363 +5%
BP
383
BBR Partners
New York
$5.89M -$42.7K -205 -0.7%
SWA
384
Stratos Wealth Advisors
Ohio
$5.87M +$1.79M +8,596 +44%
EWP
385
Elevation Wealth Partners
California
$5.82M +$132K +636 +2%
AA
386
Addison Advisors
Vermont
$5.79M +$1.06M +5,072 +22%
SPIA
387
Steward Partners Investment Advisory
New York
$5.74M -$367K -1,761 -6%
EGWAG
388
Elwood & Goetz Wealth Advisory Group
Georgia
$5.72M +$850K +4,083 +17%
WP
389
WMS Partners
Maryland
$5.71M -$110K -526 -2%
SPC
390
Sigma Planning Corp
Michigan
$5.7M -$188K -901 -3%
PWM
391
Perigon Wealth Management
California
$5.67M -$61.8K -297 -1%
SAM
392
Sawgrass Asset Management
Florida
$5.66M +$3.02M +14,500 +114%
CAG
393
Crestwood Advisors Group
Massachusetts
$5.66M -$21.9K -105 -0.4%
FCA
394
FLC Capital Advisors
California
$5.56M +$143K +688 +3%
IAN
395
Integrated Advisors Network
Texas
$5.55M -$98.3K -472 -2%
NWM
396
Northcape Wealth Management
New York
$5.49M +$57.1K +274 +1%
RWG
397
Regal Wealth Group
California
$5.47M +$27.7K +133 +0.5%
BWS
398
Buck Wealth Strategies
Colorado
$5.45M -$36.4K -175 -0.7%
PF
399
Prosperitas Financial
California
$5.44M +$5.44M +26,110 New
WA
400
Waverly Advisors
Alabama
$5.43M +$195K +935 +4%
14 15
16
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