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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 %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$81M -$3M -13,605 -4%
Cerity Partners
52
Cerity Partners
New York
$80.8M +$33.6M +152,817 +71%
LFG
53
Larson Financial Group
Missouri
$78.9M +$4.17M +18,945 +6%
MML Investors Services
54
MML Investors Services
Massachusetts
$74.9M +$6.1M +27,728 +9%
V
55
Veritable
Delaware
$70.4M +$2.42M +10,987 +4%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$70M -$552K -2,505 -0.8%
IPW
57
Invictus Private Wealth
Colorado
$69.6M +$2.49M +11,298 +4%
JIC
58
Joel Isaacson & Co
New York
$69.3M +$1.76M +8,011 +3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$68.6M -$1.28M -5,796 -2%
FSWA
60
Financial Synergies Wealth Advisors
Texas
$66.7M +$9.22M +41,901 +16%
CTB
61
Country Trust Bank
Illinois
$65.2M +$2.42K +11 +0%
AssetMark Inc
62
AssetMark Inc
California
$64.8M +$2.02M +9,162 +3%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$64.7M -$1.57M -7,119 -2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$64M -$1.92M -8,728 -3%
ST
65
Smithfield Trust
Pennsylvania
$61.9M +$1.13M +5,109 +2%
PFO
66
Pathstone Family Office
New Jersey
$61.5M -$1.21M -5,568 -2%
CTC
67
Central Trust Company
Missouri
$61.4M -$1.36M -6,188 -2%
AT
68
American Trust
Kentucky
$60.3M -$3.8M -17,281 -6%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$60.1M -$2.88M -13,088 -5%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$58.8M +$13M +58,965 +28%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$58.1M +$1.12M +5,122 +2%
NHC
72
Nicholas Hoffman & Company
Georgia
$57.3M +$2.14M +9,725 +4%
CCM
73
Coldstream Capital Management
Washington
$56.5M +$125K +568 +0.2%
CPIG
74
Chicago Partners Investment Group
Illinois
$55.7M +$2.44M +10,869 +5%
PAG
75
Private Advisor Group
New Jersey
$55.3M -$1.83M -8,249 -3%
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