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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 %
FAIM
701
Financial Advocates Investment Management
Washington
$1.89M -$468K -2,126 -20%
CDH
702
Charles D. Hyman
$1.88M – – –
SIA
703
Soltis Investment Advisors
Utah
$1.88M +$418K +1,898 +29%
AWA
704
Arete Wealth Advisors
Illinois
$1.88M -$859K -3,900 -31%
ECA
705
Elevated Capital Advisors
Utah
$1.88M -$294K -1,337 -14%
FWM
706
Fingerlakes Wealth Management
New York
$1.87M -$9.03K -41 -0.5%
DWM
707
Defined Wealth Management
Oregon
$1.87M +$143K +649 +8%
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$1.86M +$6.82K +31 +0.4%
BCM
709
Brookstone Capital Management
Illinois
$1.86M +$240K +1,096 +15%
CP
710
Camelot Portfolios
Ohio
$1.86M -$129K -584 -6%
EW
711
Evoke Wealth
California
$1.85M +$182K +825 +11%
RVPG
712
Relative Value Partners Group
$1.82M +$320K +1,453 +21%
IP
713
Intellectus Partners
California
$1.82M +$41.2K +187 +2%
TFCP
714
Twin Focus Capital Partners
Massachusetts
$1.8M – – –
CL
715
Cabana LLC
Arkansas
$1.8M +$1.8M +8,181 New
FIA
716
Foundations Investment Advisors
Arizona
$1.8M +$1.27M +5,749 +238%
PG
717
Patten Group
Tennessee
$1.79M -$5.28K -24 -0.3%
KWM
718
Kingsview Wealth Management
Oregon
$1.79M +$195K +884 +12%
FANJ
719
Financial Architects (New Jersey)
New Jersey
$1.79M +$156K +710 +10%
V
720
VeraBank
Texas
$1.78M +$12.5K +57 +0.7%
IBOK
721
Independence Bank of Kentucky
Kentucky
$1.78M +$13.2K +60 +0.7%
WDG
722
Wealth Dimensions Group
Ohio
$1.77M +$15.9K +72 +0.9%
GLR
723
Great Lakes Retirement
Ohio
$1.77M +$70K +318 +4%
IA
724
IFG Advisors
Missouri
$1.76M +$101K +459 +6%
Allspring Global Investments
725
Allspring Global Investments
North Carolina
$1.76M +$26.6K +121 +2%
27 28
29
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