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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 %
WJWM
826
Williams Jones Wealth Management
New York
$1.22M -$2.2K -10 -0.2%
CAM
827
Chandler Asset Management
California
$1.22M – – –
AR
828
Advisory Research
Illinois
$1.21M – – –
ONB
829
Old National Bancorp
Indiana
$1.2M +$61.2K +278 +5%
IWA
830
Inspirion Wealth Advisors
Illinois
$1.2M -$94K -427 -7%
HAS
831
HBW Advisory Services
California
$1.2M +$1.2M +5,439 New
WWM
832
Western Wealth Management
Colorado
$1.19M -$44.9K -204 -4%
OSAM
833
O'Shaughnessy Asset Management
Connecticut
$1.19M +$42.9K +195 +4%
KWS
834
Keystone Wealth Services
California
$1.18M +$1.76K +8 +0.2%
GLA
835
Great Lakes Advisors
Illinois
$1.17M – – –
MA
836
MONECO Advisors
Connecticut
$1.17M -$155K -702 -12%
OFG
837
Omega Financial Group
California
$1.17M +$23.3K +106 +2%
MSS
838
Mitchell Sinkler & Starr
Pennsylvania
$1.17M -$84.8K -385 -7%
GSIAS
839
Garden State Investment Advisory Services
New Jersey
$1.16M – – –
EA
840
Eudaimonia Advisors
Tennessee
$1.16M +$87.6K +398 +8%
KFA
841
Kelleher Financial Advisors
New York
$1.15M – – –
BFO
842
Biltmore Family Office
North Carolina
$1.14M – – –
MWM
843
Maltin Wealth Management
New Jersey
$1.14M +$60.5K +275 +6%
SWM
844
Segment Wealth Management
Texas
$1.14M +$1.32K +6 +0.1%
SFCL
845
Strengthening Families & Communities LLC
Massachusetts
$1.13M +$1.08M +4,910 +2,012%
AWA
846
Alta Wealth Advisors
Massachusetts
$1.13M +$2.2K +10 +0.2%
GC
847
Guidance Capital
Kentucky
$1.13M +$1.13M +5,106 New
SEP
848
Southland Equity Partners
Missouri
$1.12M -$5.72K -26 -0.5%
RSVP
849
Ramsay Stattman Vela & Price
Colorado
$1.11M – – –
GP
850
Greenline Partners
New York
$1.11M – – –
32 33
34
35 36