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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
$122M
4
PFO
Pathstone Family Office
New Jersey
$123M
5
CA
Clearstead Advisors
Ohio
$105M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
$82.6M
2
CCA
Catalyst Capital Advisors
New York
$82.6M
3
Wells Fargo
Wells Fargo
California
$4.89B
4
ETC
Exchange Traded Concepts
Oklahoma
$0
5
ACM
Alpha Capital Management
Texas
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$177M +$33.1M +159,102 +23%
MIS
27
Morningstar Investment Services
Illinois
$159M -$4.38M -20,973 -3%
Goldman Sachs
28
Goldman Sachs
New York
$156M +$8.17M +39,235 +6%
Charles Schwab
29
Charles Schwab
California
$154M +$154M +737,664 New
FCI
30
Financial Counselors Inc
Kansas
$153M +$5.45M +26,180 +4%
HighTower Advisors
31
HighTower Advisors
Illinois
$135M +$11.4M +55,000 +9%
Stifel Financial
32
Stifel Financial
Missouri
$127M -$235K -1,129 -0.2%
PFO
33
Pathstone Family Office
New Jersey
$123M +$64.6M +310,376 +110%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M +$75.1M +360,615 +160%
WANY
35
Wealthspire Advisors (New York)
New York
$116M -$173K -829 -0.1%
Truist Financial
36
Truist Financial
North Carolina
$113M +$745K +3,577 +0.7%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$111M +$2.18M +10,445 +2%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$110M +$712K +3,421 +0.7%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$106M +$5.56M +26,696 +6%
CA
40
Clearstead Advisors
Ohio
$105M +$52.6M +252,676 +101%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$98.6M -$15.9M -76,186 -14%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$95.7M +$3.91M +18,773 +4%
MGIA
43
Moneta Group Investment Advisors
Missouri
$93.4M +$6.68M +32,101 +8%
FCAS
44
First Command Advisory Services
Texas
$90.8M +$90.8M +436,074 New
CIAS
45
CBIZ Investment Advisory Services
Ohio
$87.9M -$1.56M -7,503 -2%
CFB
46
Cullen/Frost Bankers
Texas
$86.9M -$3.64M -17,500 -4%
Cerity Partners
47
Cerity Partners
New York
$85.9M +$9.49M +45,570 +12%
MRC
48
Millburn Ridgefield Corp
New York
$82.6M -$90.1M -432,630 -52%
CCA
49
Catalyst Capital Advisors
New York
$82.6M -$90M -432,409 -52%
CAM
50
Cresset Asset Management
Illinois
$82.2M -$859K -4,127 -1%
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