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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 %
UBV
401
United Bank (Virginia)
Virginia
$5.43M -$1.59M -7,627 -23%
OIA
402
OneDigital Investment Advisors
Kansas
$5.42M -$397K -1,905 -7%
AI
403
Atria Investments
North Carolina
$5.4M +$1.71M +8,194 +46%
WF
404
Warner Financial
Maryland
$5.38M +$165K +794 +3%
SC
405
Steph & Co
Wisconsin
$5.37M -$254K -1,218 -5%
JIC
406
Johnson Investment Counsel
Ohio
$5.32M -$17.5K -84 -0.3%
CWMU
407
Caliber Wealth Management (Utah)
Utah
$5.31M +$75.8K +364 +1%
SI
408
Saxon Interests
Texas
$5.31M +$5.11M +24,528 +2,480%
CB
409
Commerce Bank
Missouri
$5.31M +$229K +1,099 +5%
HAC
410
Harbor Advisory Corp
New Hampshire
$5.29M +$237K +1,140 +5%
CWS
411
Cypress Wealth Services
California
$5.28M -$37.1K -178 -0.7%
MWM
412
MorganRosel Wealth Management
Colorado
$5.23M +$109K +525 +2%
XF
413
XML Financial
Maryland
$5.23M +$1.14M +5,456 +28%
MWA
414
Meridian Wealth Advisors
Texas
$5.2M +$169K +810 +3%
FCP
415
Fidelis Capital Partners
Florida
$5.19M +$355K +1,673 +7%
OCM
416
One Capital Management
California
$5.17M -$404K -1,942 -7%
AWM
417
Avior Wealth Management
Nebraska
$5.16M +$72.9K +378 +1%
FI
418
Financial Insights
Washington
$5.15M -$1.02M -5,126 -16%
CA
419
Continuum Advisory
Idaho
$5.13M +$306K +1,469 +6%
ACP
420
Aveo Capital Partners
Colorado
$5.07M +$25.6K +123 +0.5%
PWP
421
Perfromance Wealth Partners
Illinois
$5.06M +$854K +4,101 +20%
FWS
422
FinDec Wealth Services
California
$5.02M +$14.4K +69 +0.3%
KSWA
423
Kathleen S. Wright Associates
Pennsylvania
$5.01M +$63.7K +306 +1%
GCP
424
Gill Capital Partners
Colorado
$4.99M +$117K +560 +2%
SW
425
SVB Wealth
Massachusetts
$4.98M -$920K -4,420 -16%
15 16
17
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