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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 %
WPW
776
Waldron Private Wealth
Pennsylvania
$1.51M -$106K -480 -7%
WB
777
West Bancorporation
Iowa
$1.49M +$142K +643 +10%
DWT
778
Dorsey & Whitney Trust
South Dakota
$1.49M -$1.98K -9 -0.1%
LCC
779
Lincoln Capital Corp
Rhode Island
$1.47M -$51.7K -235 -3%
JAFL
780
Jay A. Fishman Ltd
Michigan
$1.46M -$815K -3,700 -36%
AG
781
Advocate Group
Minnesota
$1.46M -$21.6K -98 -1%
WFA
782
West Financial Advisors
Iowa
$1.46M +$47.1K +214 +3%
RDIA
783
RE Dickinson Investment Advisors
Iowa
$1.44M +$50K +227 +4%
BCI
784
Brinker Capital Investments
Pennsylvania
$1.44M -$301K -1,368 -17%
OPS
785
Orion Portfolio Solutions
Nebraska
$1.44M -$301K -1,368 -17%
HWMG
786
Hurlow Wealth Management Group
Indiana
$1.43M -$220 -1 -0%
BAM
787
Belpointe Asset Management
Nevada
$1.42M -$1.35M -6,126 -49%
ACA
788
Affinity Capital Advisors
California
$1.42M -$114K -518 -7%
NDSI
789
Newman Dignan & Sheerar Inc
Rhode Island
$1.42M -$13.4K -61 -0.9%
SWA
790
Sax Wealth Advisors
New Jersey
$1.41M +$1.98K +9 +0.1%
PPP
791
Private Portfolio Partners
New Jersey
$1.41M -$272K -1,235 -16%
VBFP
792
Valtinson Bruner Financial Planning
Minnesota
$1.41M -$109K -497 -7%
RWP
793
RWA Wealth Partners
Massachusetts
$1.4M +$663K +3,013 +90%
TA
794
TrueWealth Advisors
Alabama
$1.4M -$689K -3,130 -33%
PO
795
Private Ocean
California
$1.4M +$852K +3,872 +157%
MFWP
796
Mosaic Family Wealth Partners
Missouri
$1.39M -$4.4K -20 -0.3%
CCG
797
Chatham Capital Group
Georgia
$1.38M – – –
MPCL
798
My Personal CFO LLC
Washington
$1.38M +$1.38M +6,271 New
ATC
799
Adirondack Trust Company
New York
$1.37M – – –
MF
800
Montis Financial
Massachusetts
$1.36M -$1.98K -9 -0.1%
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