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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 %
LWA
476
LWS Wealth Advisors
New Jersey
$4.12M +$119K +542 +3%
RW
477
REDW Wealth
New Mexico
$4.09M -$179K -812 -4%
Vanguard Group
478
Vanguard Group
Pennsylvania
$3.97M +$387K +1,759 +11%
EC
479
Estate Counselors
Wisconsin
$3.97M -$35.2K -160 -0.9%
FNBOO
480
First National Bank of Omaha
Nebraska
$3.95M +$25.8K +117 +0.7%
ST
481
Spinnaker Trust
Maine
$3.95M -$32.4K -147 -0.8%
AA
482
Alesco Advisors
New York
$3.94M -$5.5K -25 -0.1%
OL
483
Optas LLC
Texas
$3.93M -$1.61M -7,328 -29%
MF
484
Meridian Financial
Massachusetts
$3.92M +$34.1K +155 +0.9%
AI
485
Atria Investments
North Carolina
$3.91M -$2.51M -11,380 -39%
KWMG
486
King Wealth Management Group
Florida
$3.88M – – –
FA
487
FDx Advisors
Illinois
$3.86M +$1.34M +6,070 +53%
FT
488
Fiduciary Trust
Massachusetts
$3.84M -$487K -2,210 -11%
CL
489
Choreo LLC
Illinois
$3.82M -$15K -68 -0.4%
DC
490
Davenport & Co
Virginia
$3.81M -$114K -516 -3%
CFG
491
CKW Financial Group
Hawaii
$3.8M +$3.8M +38,640 New
GG
492
Gleason Group
Kentucky
$3.79M +$14.3K +65 +0.4%
MW
493
Marcum Wealth
Ohio
$3.76M +$67.6K +307 +2%
FAAM
494
First Ascent Asset Management
Colorado
$3.76M +$85.4K +388 +2%
HWA
495
Hilltop Wealth Advisors
North Carolina
$3.74M +$2.42K +11 +0.1%
9WM
496
9258 Wealth Management
Ohio
$3.74M -$3.5M -15,880 -48%
ATC
497
Argent Trust Co
Tennessee
$3.72M -$139K -633 -4%
JWBC
498
John W. Brooker & Co
California
$3.7M -$4.4K -20 -0.1%
PTC
499
Philadelphia Trust Company
Pennsylvania
$3.69M – – –
KCM
500
Kendall Capital Management
Maryland
$3.68M – – –
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