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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
$122M
4
PFO
Pathstone Family Office
New Jersey
$123M
5
CA
Clearstead Advisors
Ohio
$105M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
$82.6M
2
CCA
Catalyst Capital Advisors
New York
$82.6M
3
Wells Fargo
Wells Fargo
California
$4.89B
4
ETC
Exchange Traded Concepts
Oklahoma
$0
5
ACM
Alpha Capital Management
Texas
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$80.9M +$4.36M +20,931 +6%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$80.8M +$388K +1,865 +0.5%
LFG
53
Larson Financial Group
Missouri
$77.8M +$3.21M +15,414 +4%
MML Investors Services
54
MML Investors Services
Massachusetts
$74.8M +$3.91M +18,799 +6%
NHC
55
Nicholas Hoffman & Company
Georgia
$71.6M +$17.3M +83,199 +32%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$70.3M +$4.12M +19,792 +6%
SS
57
Simplicity Solutions
Minnesota
$68.8M -$26.6M -127,695 -28%
BFG
58
Bleakley Financial Group
New Jersey
$68.3M -$27.1M -130,326 -28%
IPW
59
Invictus Private Wealth
Colorado
$67.9M +$2.11M +10,124 +3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$67.7M +$4.54M +20,872 +7%
JIC
61
Joel Isaacson & Co
New York
$66.5M +$965K +4,632 +1%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$66.1M +$10.5M +50,354 +19%
FSWA
63
Financial Synergies Wealth Advisors
Texas
$64.8M +$1.71M +8,207 +3%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$64.3M -$546K -2,621 -0.8%
AssetMark Inc
65
AssetMark Inc
California
$63.8M +$2.45M +11,782 +4%
CAN
66
Cetera Advisor Networks
California
$63.6M +$30.9M +148,515 +95%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$61.9M +$10.3M +49,205 +20%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$61M +$4.12M +19,772 +7%
TNBTD
69
Trustmark National Bank Trust Department
Mississippi
$60.3M -$875K -4,203 -1%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$59.9M +$4.45M +21,389 +8%
AT
71
American Trust
Kentucky
$59.7M +$2.62M +12,600 +5%
ST
72
Smithfield Trust
Pennsylvania
$58.9M +$534K +2,567 +0.9%
CTC
73
Central Trust Company
Missouri
$57.4M -$764K -3,671 -1%
CCM
74
Coldstream Capital Management
Washington
$53.8M +$377K +1,811 +0.7%
CPIG
75
Chicago Partners Investment Group
Illinois
$52.7M +$3.18M +15,919 +6%
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