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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 %
FPCP
626
Fort Point Capital Partners
California
$2.41M +$2.1M +9,540 +675%
PG
627
Proffitt & Goodson
Tennessee
$2.4M -$8.37K -38 -0.3%
AP
628
Appleton Partners
Massachusetts
$2.39M -$15.6K -71 -0.7%
BFG
629
Beacon Financial Group
Texas
$2.38M -$654 -3 -0%
GFS
630
GYL Financial Synergies
Connecticut
$2.38M – – –
PA
631
PFG Advisors
Arizona
$2.38M -$105K -476 -4%
Koshinski Asset Management
632
Koshinski Asset Management
Illinois
$2.37M -$865K -3,929 -27%
SFP
633
Sweet Financial Partners
Minnesota
$2.37M – – –
TW
634
TrinityPoint Wealth
Connecticut
$2.37M +$1.1M +4,996 +87%
TI
635
Tidal Investments
Wisconsin
$2.36M -$3.62M -16,451 -61%
BTW
636
Boston Trust Walden
Massachusetts
$2.35M +$33K +150 +1%
AIM
637
Anchor Investment Management
South Carolina
$2.34M -$31K -141 -1%
CAM
638
Columbia Asset Management
Michigan
$2.34M +$81.9K +372 +4%
DFCM
639
Dark Forest Capital Management
Puerto Rico
$2.33M -$531K -2,410 -19%
WF
640
Welch & Forbes
Massachusetts
$2.33M -$51.5K -234 -2%
CCB
641
Country Club Bank
Missouri
$2.32M -$344K -1,576 -13%
AWAP
642
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.31M +$14.3K +65 +0.6%
SPIO
643
Seven Post Investment Office
California
$2.29M – – –
MWM
644
Modera Wealth Management
New Jersey
$2.28M +$232K +1,053 +11%
AFM
645
Abbot Financial Management
Massachusetts
$2.28M -$12.3K -56 -0.5%
FNT
646
First National Trust
Pennsylvania
$2.27M +$25.1K +114 +1%
EA
647
Eclectic Associates
California
$2.27M -$98.6K -448 -4%
AAS
648
Ameritas Advisory Services
Nebraska
$2.27M -$9.7M -44,308 -81%
JAG
649
Journey Advisory Group
Kentucky
$2.25M -$622K -2,826 -22%
AAM
650
Aureus Asset Management
Massachusetts
$2.24M -$1.54K -7 -0.1%
24 25
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