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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 %
SAM
451
Silverhawk Asset Management
Arizona
$4.54M -$47.6K -216 -1%
TCWA
452
Ten Capital Wealth Advisors
Washington
$4.53M -$831K -3,775 -15%
EWA
453
EP Wealth Advisors
California
$4.51M +$2.86M +60,980 +175%
FPIS
454
Financial Planning & Information Services
Wisconsin
$4.48M -$64.7K -294 -1%
EFS
455
Essex Financial Services
Connecticut
$4.46M +$28.2K +128 +0.6%
PWP
456
Perfromance Wealth Partners
Illinois
$4.44M +$1.05M +4,754 +31%
MFIMFI
457
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.42M – – –
LC
458
Lindbrook Capital
California
$4.39M +$50.6K +230 +1%
CIP
459
Capital Insight Partners
Arizona
$4.39M +$28.2K +128 +0.6%
MG
460
Mather Group
Illinois
$4.37M +$474K +2,153 +12%
XF
461
XML Financial
Maryland
$4.32M +$4.32M +19,643 New
SWA
462
Stratos Wealth Advisors
Ohio
$4.31M +$2.41M +10,939 +126%
Legacy Financial Group (Iowa)
463
Legacy Financial Group (Iowa)
Iowa
$4.31M -$3.56M -16,149 -45%
FPAS
464
Focus Partners Advisor Solutions
Missouri
$4.29M +$3.76M +17,088 +711%
HPWM
465
High Pines Wealth Management
Massachusetts
$4.27M +$100K +456 +2%
CG
466
Colony Group
Massachusetts
$4.26M +$22.7K +103 +0.5%
RWIA
467
Roger Wittlin Investment Advisory
California
$4.22M -$197K -896 -4%
LIG
468
Lokken Investment Group
Delaware
$4.19M +$206K +937 +5%
BBWP
469
Beacon Bridge Wealth Partners
Pennsylvania
$4.18M +$187K +850 +5%
PCFFS
470
Pacific Center for Financial Services
California
$4.17M -$66.9K -304 -2%
CSPIA
471
Cary Street Partners Investment Advisory
Virginia
$4.16M -$1.03M -4,683 -20%
FLI
472
Family Legacy Inc
South Carolina
$4.16M +$215K +978 +5%
SCP
473
Shorepoint Capital Partners
Massachusetts
$4.15M -$77.9K -354 -2%
OGF
474
Orin Green Financial
California
$4.14M -$15.9K -72 -0.4%
GIA
475
Gladstone Institutional Advisory
Florida
$4.13M -$13K -59 -0.3%
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