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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 %
FCP
426
Fidelis Capital Partners
Florida
$5.02M -$1.98K -9 -0%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$5.01M -$134K -607 -3%
BC
428
Bartlett & Co
Ohio
$5.01M -$134K -607 -3%
AA
429
Addison Advisors
Vermont
$5.01M +$1.41M +6,385 +39%
PCM
430
Parsons Capital Management
Rhode Island
$4.97M +$62.5K +284 +1%
WCFA
431
Walkner Condon Financial Advisors
Wisconsin
$4.95M -$240K -1,092 -5%
MAM
432
Mystic Asset Management
Rhode Island
$4.93M -$55.5K -252 -1%
FPB
433
First PREMIER Bank
South Dakota
$4.92M +$257K +1,168 +6%
APWM
434
Atlas Private Wealth Management
New York
$4.86M +$734K +3,336 +18%
MWM
435
MY Wealth Management
Maryland
$4.85M +$253K +1,147 +5%
AFP
436
Ausdal Financial Partners
Iowa
$4.8M +$42.1K +191 +0.9%
DAS
437
Dynamic Advisor Solutions
Arizona
$4.8M -$3.2M -14,538 -40%
SF
438
Synovus Financial
Georgia
$4.8M +$36.3K +165 +0.8%
FVWA
439
Foster Victor Wealth Advisors
South Carolina
$4.79M -$11.7K -53 -0.2%
CFA
440
Cahill Financial Advisors
Minnesota
$4.79M +$512K +2,325 +12%
GBT
441
Grove Bank & Trust
Florida
$4.76M +$890K +4,041 +23%
VCP
442
Verus Capital Partners
Arizona
$4.7M +$1.85M +8,418 +65%
BG
443
Benedetti & Gucer
Georgia
$4.7M +$655K +2,974 +16%
Principal Financial Group
444
Principal Financial Group
Iowa
$4.66M -$2.21M -10,035 -32%
AIP
445
Almanack Investment Partners
Pennsylvania
$4.66M +$244K +1,107 +6%
SIM
446
Stratos Investment Management
Ohio
$4.6M -$1.01M -4,567 -18%
FPCG
447
Forum Private Client Group
Indiana
$4.59M +$595K +2,702 +15%
BA
448
Bristlecone Advisors
Washington
$4.57M +$166K +753 +4%
RIS
449
Retirement Income Solutions
Michigan
$4.57M – – –
ZCM
450
Ziegler Capital Management
Illinois
$4.56M +$16.7K +76 +0.4%
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