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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 %
GC
701
Gibson Capital
Pennsylvania
$1.81M -$271K -1,300 -13%
FAIM
702
Financial Advocates Investment Management
Washington
$1.81M +$87.4K +434 +5%
SWA
703
Sightline Wealth Advisors
Connecticut
$1.81M -$1.09M -5,212 -37%
FLPIM
704
F.L. Putnam Investment Management
Massachusetts
$1.81M -$64.8K -311 -3%
GLR
705
Great Lakes Retirement
Ohio
$1.81M +$139K +669 +8%
DWM
706
Defined Wealth Management
Oregon
$1.81M +$37.5K +180 +2%
BPWM
707
Badgley Phelps Wealth Managers
Washington
$1.81M +$5.21K +25 +0.3%
V
708
ViaWealth
Kansas
$1.81M -$120K -577 -6%
ECG
709
Edge Capital Group
Georgia
$1.8M -$77K -370 -4%
STA
710
Summit Trail Advisors
New York
$1.79M -$11.9K -57 -0.7%
FWM
711
Fingerlakes Wealth Management
New York
$1.79M +$12.1K +58 +0.7%
AP
712
Adero Partners
California
$1.78M -$137K -659 -7%
BWM
713
Boyd Wealth Management
California
$1.78M -$12.5K -60 -0.7%
FA
714
Flagstar Advisors
New York
$1.77M +$334K +1,605 +23%
CST
715
Charles Schwab Trust
Nevada
$1.76M – – –
SVWAG
716
Sound View Wealth Advisors Group
Georgia
$1.76M +$255K +1,225 +17%
AWM
717
Apollon Wealth Management
South Carolina
$1.76M -$51.4K -247 -3%
GWM
718
GoalFusion Wealth Management
Texas
$1.74M +$96.6K +464 +6%
WIA
719
World Investment Advisors
California
$1.73M +$107K +516 +7%
MWM
720
Meridian Wealth Management
Kentucky
$1.73M +$102K +491 +6%
WI
721
Wintrust Investments
Illinois
$1.73M +$237K +1,137 +16%
WDG
722
Wealth Dimensions Group
Ohio
$1.73M +$53.7K +258 +3%
AG
723
Advocate Group
Minnesota
$1.72M +$345K +1,656 +25%
GAM
724
Grandview Asset Management
Pennsylvania
$1.72M +$1.72M +8,280 New
MWC
725
MBM Wealth Consultants
Missouri
$1.72M -$86.4K -418 -5%
27 28
29
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