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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 %
CWMU
401
Caliber Wealth Management (Utah)
Utah
$5.54M +$178K +810 +3%
WA
402
Waverly Advisors
Alabama
$5.53M +$987K +4,484 +22%
WF
403
Warner Financial
Maryland
$5.51M +$247K +1,121 +5%
MWM
404
MorganRosel Wealth Management
Colorado
$5.41M +$124K +565 +2%
AWM
405
Avior Wealth Management
Nebraska
$5.38M +$385K +1,893 +8%
CB
406
Commerce Bank
Missouri
$5.37M +$201K +915 +4%
HAC
407
Harbor Advisory Corp
New Hampshire
$5.34M +$197K +894 +4%
ACP
408
Aveo Capital Partners
Colorado
$5.33M +$59.7K +271 +1%
MWA
409
Meridian Wealth Advisors
Texas
$5.32M -$268K -1,216 -5%
FWS
410
FinDec Wealth Services
California
$5.3M +$297K +1,349 +6%
BCM
411
Beaumont Capital Management
Massachusetts
$5.25M +$258K +1,170 +5%
KSWA
412
Kathleen S. Wright Associates
Pennsylvania
$5.23M +$16.7K +76 +0.3%
FWIA
413
Fort Washington Investment Advisors
Ohio
$5.23M -$1.34M -6,099 -20%
DWP
414
Destiny Wealth Partners
Florida
$5.23M -$112K -492 -2%
FMC
415
First Merchants Corp
Indiana
$5.21M -$117K -530 -2%
BJL
416
Brighton Jones LLC
Washington
$5.21M -$215K -976 -4%
NL
417
NWAM LLC
Washington
$5.18M +$4.78M +21,698 +1,199%
GCP
418
Gill Capital Partners
Colorado
$5.15M +$146K +665 +3%
EGWAG
419
Elwood & Goetz Wealth Advisory Group
Georgia
$5.14M -$36.5K -166 -0.7%
CANC
420
Culbertson A N & Co
Virginia
$5.12M -$28.4K -129 -0.6%
CA
421
Continuum Advisory
Idaho
$5.1M -$149K -676 -3%
Kovitz Investment Group Partners
422
Kovitz Investment Group Partners
Illinois
$5.05M -$5.97M -27,125 -54%
MECA
423
Miller Equity Capital Advisors
Texas
$5.04M +$506K +2,299 +11%
ASN
424
Advisory Services Network
Georgia
$5.04M -$4.5M -20,458 -47%
LA
425
Lane & Associates
New Jersey
$5.02M -$352K -1,598 -7%
15 16
17
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