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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 %
EWA
676
Encompass Wealth Advisors
Oregon
$2.04M +$220 +1 +0%
V
677
ViaWealth
Kansas
$2.04M -$15.4K -70 -0.8%
MW
678
MBL Wealth
North Carolina
$2.04M +$43.4K +197 +2%
AP
679
Adero Partners
California
$2.03M – – –
GHAM
680
Gilman Hill Asset Management
Connecticut
$2.03M +$270K +1,225 +15%
PWMAG
681
Pinnacle Wealth Management Advisory Group
New Jersey
$2M +$156K +708 +8%
RI
682
Ridgewood Investments
New Jersey
$1.99M +$113K +514 +6%
FLPIM
683
F.L. Putnam Investment Management
Massachusetts
$1.98M +$33.5K +152 +2%
ECG
684
Edge Capital Group
Georgia
$1.98M +$6.83K +31 +0.3%
WP
685
Wealthspan Partners
Iowa
$1.97M -$13.7K -62 -0.7%
MWC
686
MBM Wealth Consultants
Missouri
$1.97M -$156K -693 -7%
KAH
687
Kathryn A. Hall
$1.96M – – –
FRA
688
Frank Rimerman Advisors
California
$1.96M – – –
PVI
689
Pine Valley Investments
New Jersey
$1.95M +$1.95M +8,845 New
LSA
690
Lion Street Advisors
Texas
$1.94M +$180K +714 +10%
SHFP
691
Second Half Financial Partners
Florida
$1.93M +$1.93M +8,785 New
NEWAS
692
N.E.W. Advisory Services
Wisconsin
$1.93M -$189K -858 -9%
GLLW
693
Graves Light Lenhart Wealth
Virginia
$1.93M – – –
BMWM
694
Brown Miller Wealth Management
Virginia
$1.93M +$73.1K +332 +4%
AWM
695
Apollon Wealth Management
South Carolina
$1.91M +$96.6K +439 +5%
CSB
696
City State Bank
Iowa
$1.91M -$118K -537 -6%
STA
697
Summit Trail Advisors
New York
$1.91M -$2.74M -12,425 -59%
BPWM
698
Badgley Phelps Wealth Managers
Washington
$1.91M -$11K -50 -0.6%
BWM
699
Boyd Wealth Management
California
$1.89M -$9.91K -45 -0.5%
BMCM
700
Bryn Mawr Capital Management
Pennsylvania
$1.89M +$159K +724 +9%
26 27
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