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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 %
BAG
901
Bridgewealth Advisory Group
California
$937K +$211K +1,015 +29%
HCC
902
Hirtle Callaghan & Co
Pennsylvania
$929K +$929K +4,460 New
SFS
903
Security Financial Services
Indiana
$929K -$57.9K -278 -6%
SWM
904
SigFig Wealth Management
California
$919K +$35.2K +169 +4%
WCM
905
WealthBridge Capital Management
Ohio
$917K – – –
AWM
906
Aspire Wealth Management
Massachusetts
$916K -$4.37K -21 -0.5%
RCAG
907
Rehmann Capital Advisory Group
Michigan
$914K -$1.25K -6 -0.1%
PIA
908
Perennial Investment Advisors
California
$912K +$40.6K +195 +5%
RT
909
Rockland Trust
Massachusetts
$911K -$31K -149 -3%
AC
910
AlphaCore Capital
California
$909K – – –
PGF
911
Plan Group Financial
Oklahoma
$908K +$908K +4,360 New
CFMC
912
Curbstone Financial Management Corp
New Hampshire
$906K – – –
VFA
913
Valeo Financial Advisors
Indiana
$905K +$279K +1,339 +45%
SWM
914
Selective Wealth Management
Virginia
$900K -$47K -230 -5%
BTWM
915
Baker Tilly Wealth Management
Wisconsin
$899K +$1.67K +8 +0.2%
CPRC
916
Consolidated Portfolio Review Corp
New York
$898K -$9.58K -46 -1%
SL
917
SWMG LLC
Texas
$897K -$8.33K -40 -0.9%
SCA
918
Stillwater Capital Advisors
Pennsylvania
$896K -$37.5K -180 -4%
Betterment LLC
919
Betterment LLC
New York
$889K +$412K +1,979 +86%
DFA
920
Delta Financial Advisors
Louisiana
$887K -$7.7K -37 -0.9%
EP
921
Eudaimonia Partners
Tennessee
$879K -$6.46K -31 -0.7%
GWAM
922
Guardian Wealth Advisors (Minnesota)
Minnesota
$872K -$151K -725 -15%
WA
923
Wealth Architects
California
$872K -$66.6K -320 -7%
HSA
924
HBK Sorce Advisory
Pennsylvania
$868K -$1.46K -7 -0.2%
GWM
925
Greenhouse Wealth Management
Connecticut
$865K +$48.1K +231 +6%
35 36
37
38 39