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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 %
LWM
726
Laidlaw Wealth Management
New York
$1.75M -$187K -849 -10%
BSB
727
Bangor Savings Bank
Maine
$1.75M – – –
BFA
728
Bragg Financial Advisors
North Carolina
$1.75M -$102K -464 -6%
TA
729
Tiedemann Advisors
New York
$1.74M – – –
APWM
730
Argonautica Private Wealth Management
Massachusetts
$1.74M +$10.1K +46 +0.6%
GWM
731
GoalFusion Wealth Management
Texas
$1.74M +$11K +50 +0.6%
HNWAG
732
High Net Worth Advisory Group
Florida
$1.73M -$67.6K -307 -4%
LHEI
733
Leo H. Evart Inc
California
$1.73M -$14.5K -66 -0.8%
KL
734
KWMG LLC
Kansas
$1.73M -$1.17M -5,308 -40%
CST
735
Charles Schwab Trust
Nevada
$1.72M – – –
MWM
736
Meridian Wealth Management
Kentucky
$1.72M -$40.9K -186 -2%
SKK
737
Shepherd Kaplan Krochuk
Massachusetts
$1.72M +$6.38K +29 +0.4%
WIA
738
World Investment Advisors
California
$1.72M +$719K +3,267 +72%
PBF
739
Petix & Botte Financial
California
$1.72M +$781K +3,549 +84%
SSB
740
Sandy Spring Bank
Maryland
$1.71M -$145K -660 -8%
CGL
741
Clarius Group LLC
Washington
$1.71M +$11.4K +52 +0.7%
MCWS
742
McKinley Carter Wealth Services
West Virginia
$1.71M -$3.3K -15 -0.2%
BCM
743
Beck Capital Management
Texas
$1.7M +$1.7M +7,730 New
BCA
744
Bay Colony Advisors
Massachusetts
$1.69M +$138K +627 +9%
HTC
745
Haverford Trust Company
Pennsylvania
$1.67M -$48.9K -222 -3%
SLT
746
St Louis Trust
Missouri
$1.65M +$655 +3 +0%
B
747
Bailard
California
$1.65M -$44K -200 -3%
SAG
748
Spotlight Asset Group
Illinois
$1.65M -$42.3K -192 -3%
PTC
749
Private Trust Company
Ohio
$1.64M -$253K -1,148 -13%
ACA
750
Atlas Capital Advisors
Wyoming
$1.64M +$207K +939 +14%
28 29
30
31 32