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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 %
AIM
801
Aspen Investment Management
Michigan
$1.36M – – –
Neuberger Berman Group
802
Neuberger Berman Group
New York
$1.36M -$119K -541 -8%
BFO
803
Boston Family Office
Massachusetts
$1.36M -$27.5K -125 -2%
VCA
804
Verdence Capital Advisors
Maryland
$1.35M +$1.32K +6 +0.1%
VIM
805
Vista Investment Management
Pennsylvania
$1.35M -$37K -168 -3%
LFA
806
Laraway Financial Advisors
Minnesota
$1.34M -$34.1K -155 -2%
BAM
807
BOS Asset Management
Illinois
$1.33M +$5.28K +24 +0.4%
RBC
808
Romano Brothers & Co
Illinois
$1.33M +$14.3K +65 +1%
SWA
809
Strategies Wealth Advisors
Michigan
$1.32M +$255K +1,159 +24%
DSA
810
Droms Strauss Advisors
Missouri
$1.31M -$29.2K -133 -2%
CC
811
Callan Capital
California
$1.31M -$74.4K -338 -5%
AL
812
Aspiriant LLC
California
$1.3M -$8.59K -39 -0.7%
HWA
813
Heritage Wealth Advisors
Virginia
$1.3M +$68K +309 +6%
MGWM
814
Marks Group Wealth Management
Minnesota
$1.29M – – –
CPWM
815
Cypress Point Wealth Management
Texas
$1.29M +$3.3K +15 +0.3%
CW
816
CreativeOne Wealth
Kansas
$1.28M -$149K -677 -10%
RWM
817
Refined Wealth Management
Utah
$1.28M +$185K +841 +17%
SOS
818
Silver Oak Securities
Tennessee
$1.26M +$292K +1,324 +30%
ACI
819
Alpha Cubed Investments
California
$1.26M -$408K -1,854 -24%
HPC
820
HM Payson & Co
Maine
$1.26M -$224K -1,018 -15%
GC
821
Grimes & Company
Massachusetts
$1.26M -$122K -552 -9%
PGA
822
Portland Global Advisors
Maine
$1.26M -$59K -268 -4%
SFG
823
Sovereign Financial Group
Connecticut
$1.25M +$37.2K +169 +3%
CIA
824
Compass Ion Advisors
Pennsylvania
$1.24M +$45.8K +208 +4%
CHAM
825
Clear Harbor Asset Management
Connecticut
$1.23M +$440 +2 +0%
31 32
33
34 35