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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 %
KFGK
551
Keystone Financial Group (Kentucky)
Kentucky
$3.09M +$3.09M +14,036 New
RGF
552
Retirement Guys Formula
Ohio
$3.09M -$294K -1,334 -9%
WBCM
553
Wilson & Boucher Capital Management
California
$3.09M +$24.2K +110 +0.8%
WCM
554
Windham Capital Management
Massachusetts
$3.08M – – –
RWP
555
Revolve Wealth Partners
New Jersey
$3.08M -$328K -1,490 -10%
BC
556
Brio Consultants
California
$3.07M -$404K -1,833 -12%
FAP
557
Financial Advisory Partners
Florida
$3.07M -$20.7K -94 -0.7%
FNBSF
558
First National Bank Sioux Falls
South Dakota
$3.04M +$841K +3,820 +38%
HA
559
Hofer & Associates
California
$3.04M +$253K +1,147 +9%
TFA
560
TPG Financial Advisors
Oregon
$3.01M +$326K +1,480 +12%
G
561
Gainplan
Michigan
$2.99M +$312K +1,418 +12%
AC
562
Apella Capital
Connecticut
$2.97M +$2.97M +13,494 New
C
563
CEDRUS
Colorado
$2.97M -$154K -700 -5%
IA
564
IFP Advisors
Florida
$2.97M -$172K -783 -5%
SFWA
565
Summit Financial Wealth Advisors
Louisiana
$2.97M -$17.6K -80 -0.6%
FUBT
566
First United Bank & Trust
Maryland
$2.95M +$176K +799 +6%
SWA
567
Sightline Wealth Advisors
Connecticut
$2.93M +$239K +1,133 +9%
PIWA
568
Prevail Innovative Wealth Advisors
Kansas
$2.92M +$2.92M +13,260 New
TFGT
569
TS Financial Group (TSFG)
Illinois
$2.91M -$41.8K -190 -1%
FFC
570
First Financial Corp
Indiana
$2.91M +$290K +1,317 +11%
AWM
571
Axxcess Wealth Management
California
$2.91M -$366K -1,661 -11%
SWA
572
SOA Wealth Advisors
New York
$2.89M -$170K -772 -6%
CHC
573
City Holding Co
West Virginia
$2.88M +$109K +493 +4%
IWM
574
IHT Wealth Management
Illinois
$2.87M +$114K +518 +4%
VIA
575
Vickerman Investment Advisors
Washington
$2.87M +$644K +2,925 +29%
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