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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 %
HNW
876
High Note Wealth
Minnesota
$1.04M -$50.6K -230 -5%
FCBT
877
First Citizens Bank & Trust
North Carolina
$1.03M -$237K -1,075 -19%
SWM
878
Selective Wealth Management
Virginia
$1.02M +$1.02M +4,630 New
Wealthfront Advisers
879
Wealthfront Advisers
California
$1.02M +$113K +512 +12%
AIM
880
AMI Investment Management
Indiana
$1.02M +$52.2K +237 +5%
ADL
881
Asset Dedication LLC
California
$1.01M +$109K +494 +12%
CAM
882
Covenant Asset Management
New Jersey
$1.01M -$3.08K -14 -0.3%
OFP
883
OLIO Financial Planning
Virginia
$1.01M +$204K +926 +25%
TA
884
TFG Advisers
Michigan
$1M +$11.9K +54 +1%
CWA
885
CJM Wealth Advisers
Virginia
$1M +$440 +2 +0%
PCA
886
Pallas Capital Advisors
Massachusetts
$1M +$96.8K +428 +11%
RT
887
Rockland Trust
Massachusetts
$996K +$18.1K +82 +2%
WA
888
Wealth Architects
California
$992K +$70.7K +321 +8%
SCA
889
Stillwater Capital Advisors
Pennsylvania
$987K +$75.7K +344 +8%
CC
890
Courier Capital
New York
$986K +$48.4K +220 +5%
FBFS
891
First Business Financial Services
Wisconsin
$980K – – –
AWM
892
Aspire Wealth Management
Massachusetts
$973K +$220 +1 +0%
SSWM
893
Smith Salley Wealth Management
North Carolina
$973K -$458K -2,080 -32%
WCM
894
WealthBridge Capital Management
Ohio
$970K +$11.2K +51 +1%
RCAG
895
Rehmann Capital Advisory Group
Michigan
$967K +$63.8K +290 +7%
AC
896
AlphaCore Capital
California
$961K +$782K +3,551 +436%
FMTCOCP
897
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$960K – – –
SQA
898
Simon Quick Advisors
New Jersey
$960K -$196K -889 -17%
CPRC
899
Consolidated Portfolio Review Corp
New York
$959K -$26K -118 -3%
CFMC
900
Curbstone Financial Management Corp
New Hampshire
$958K +$88.1K +400 +10%
34 35
36
37 38