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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 %
CL
501
Choreo LLC
Illinois
$3.69M +$81.6K +392 +2%
HI
502
Harbour Investments
Wisconsin
$3.69M +$458K +2,200 +14%
KWMG
503
King Wealth Management Group
Florida
$3.68M +$1.04K +5 +0%
WWM
504
Windsor Wealth Management
Indiana
$3.67M +$353K +1,695 +11%
VCP
505
Verus Capital Partners
Arizona
$3.63M -$812K -3,901 -18%
GG
506
Gleason Group
Kentucky
$3.6M +$13.3K +64 +0.4%
GJIA
507
Glass Jacobson Investment Advisors
Maryland
$3.57M +$145K +697 +4%
KCM
508
Kendall Capital Management
Maryland
$3.55M +$70.4K +338 +2%
BTI
509
Blue Trust Inc
Georgia
$3.55M -$21.6K -98 -0.6%
SAM
510
S.A. Mason
Michigan
$3.54M +$285K +1,368 +9%
JWBC
511
John W. Brooker & Co
California
$3.51M +$10.4K +50 +0.3%
MW
512
Marcum Wealth
Ohio
$3.5M -$54.6K -262 -2%
TFGT
513
TS Financial Group (TSFG)
Illinois
$3.49M +$743K +3,568 +27%
PTC
514
Philadelphia Trust Company
Pennsylvania
$3.49M – – –
CIAS
515
Capital Investment Advisory Services
North Carolina
$3.49M +$31.2K +150 +0.9%
BWM
516
BCGM Wealth Management
Indiana
$3.48M -$3.99M -19,141 -53%
HWA
517
Hilltop Wealth Advisors
North Carolina
$3.45M -$91.2K -438 -3%
UB
518
UMB Bank
Missouri
$3.44M -$3.58M -17,202 -51%
GSAM
519
Grant Street Asset Management
Pennsylvania
$3.44M +$132K +635 +4%
BWM
520
Benchmark Wealth Management
Connecticut
$3.39M +$288K +1,385 +9%
SC
521
Scotia Capital
Ontario, Canada
$3.38M +$47.1K +226 +1%
CCA
522
Conservest Capital Advisors
Pennsylvania
$3.38M +$1.04K +5 +0%
EIG
523
Ellenbecker Investment Group
Wisconsin
$3.36M -$87.9K -422 -3%
AC
524
Apella Capital
Connecticut
$3.35M +$538K +2,583 +19%
YWS
525
Yarger Wealth Strategies
Ohio
$3.31M +$26.7K +128 +0.8%
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