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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
876
Landmark Wealth Management (New York)
New York
$995K +$995K +4,778 New
SOS
877
Silver Oak Securities
Tennessee
$993K -$202K -969 -17%
ECM
878
EagleClaw Capital Management
Massachusetts
$992K – – –
CWMGP
879
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$987K -$33.7K -162 -3%
IIC
880
Ironwood Investment Counsel
Arizona
$987K +$711K +3,413 +258%
HNW
881
High Note Wealth
Minnesota
$983K – – –
FCB
882
First County Bank
Connecticut
$979K +$287K +1,377 +41%
BFG
883
Beacon Financial Group
Texas
$974K -$1.43M -6,495 -59%
MBT
884
Montecito Bank & Trust
California
$968K +$251K +1,204 +35%
MWPCG
885
Measured Wealth Private Client Group
New Hampshire
$968K -$68.5K -329 -7%
LA
886
LexAurum Advisors
Kansas
$962K +$64.8K +311 +7%
LFAS
887
Level Four Advisory Services
Texas
$961K +$149K +714 +18%
IC
888
IEQ Capital
California
$959K -$82.9K -398 -8%
CC
889
Courier Capital
New York
$959K +$26.2K +126 +3%
OFP
890
OLIO Financial Planning
Virginia
$958K +$6.04K +29 +0.6%
ADL
891
Asset Dedication LLC
California
$957K +$208 +1 +0%
CFSG
892
Community Financial Services Group
Vermont
$956K +$956K +4,590 New
CAM
893
Covenant Asset Management
New Jersey
$951K -$7.08K -34 -0.7%
TA
894
TFG Advisers
Michigan
$949K -$1.04K -5 -0.1%
CWA
895
CJM Wealth Advisers
Virginia
$948K +$208 +1 +0%
TI
896
Trexquant Investment
Connecticut
$948K +$652K +3,131 +220%
SSWM
897
Smith Salley Wealth Management
North Carolina
$947K +$27.1K +130 +3%
RWRC
898
R.W. Roge & Company
New York
$947K +$4.69K +24 +0.5%
NCMW
899
Northern Capital Management (Washington)
Washington
$946K +$41.4K +199 +5%
CAS
900
Coppell Advisory Solutions
Texas
$940K +$401K +1,968 +74%
34 35
36
37 38