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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 %
SWM
851
Spire Wealth Management
Virginia
$1.11M -$16.3K -74 -1%
EWM
852
Empirical Wealth Management
Washington
$1.11M +$215K +977 +24%
IC
853
IEQ Capital
California
$1.1M – – –
MJRIC
854
Mogy Joel R Investment Counsel
California
$1.1M -$12.1K -55 -1%
EW
855
Enzi Wealth
Texas
$1.1M -$328K -1,448 -23%
MWPCG
856
Measured Wealth Private Client Group
New Hampshire
$1.1M -$109K -495 -9%
CFFP
857
Center for Financial Planning
Michigan
$1.09M -$31.9K -145 -3%
SF
858
Safeguard Financial
Wisconsin
$1.09M +$3.08K +14 +0.3%
EFG
859
Everhart Financial Group
Ohio
$1.09M -$11.2K -51 -1%
KOC
860
Koss-Olinger Consulting
Florida
$1.09M -$37.2K -169 -3%
TCOV
861
Trust Company of Vermont
Vermont
$1.08M +$47.1K +214 +5%
GWAM
862
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.08M +$103K +467 +11%
CWMGP
863
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.08M -$18.7K -85 -2%
ECM
864
Evergreen Capital Management
Washington
$1.08M +$361K +1,639 +51%
FAB
865
First American Bank
Illinois
$1.07M +$440 +2 +0%
GLA
866
Good Life Advisors
Pennsylvania
$1.07M +$93.8K +426 +10%
FCM
867
Fortis Capital Management
Washington
$1.07M +$361K +1,640 +51%
RIA
868
Realta Investment Advisors
Delaware
$1.06M -$24K -109 -2%
RWRC
869
R.W. Roge & Company
New York
$1.06M – – –
TMWM
870
Taylor & Morgan Wealth Management
Michigan
$1.06M – – –
CCA
871
Checchi Capital Advisers
California
$1.06M -$39K -177 -4%
TC
872
TAP Consulting
Missouri
$1.05M -$7.27K -33 -0.7%
B
873
Bridgeworth
Alabama
$1.05M +$90K +409 +9%
ECM
874
EagleClaw Capital Management
Massachusetts
$1.05M – – –
SFS
875
Security Financial Services
Indiana
$1.04M -$138K -627 -12%
33 34
35
36 37