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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 %
TSWM
926
Triangle Securities Wealth Management
North Carolina
$872K -$2.2K -10 -0.3%
VPIM
927
Vanguard Personalized Indexing Management
California
$869K -$3.3K -15 -0.4%
GWM
928
Greenhouse Wealth Management
Connecticut
$864K -$1.76K -8 -0.2%
LFAS
929
Level Four Advisory Services
Texas
$859K +$53.3K +242 +7%
MG
930
MilWealth Group
Wisconsin
$857K -$13.6K -62 -2%
MAM
931
Marotta Asset Management
Virginia
$855K +$855K +3,882 New
TA
932
TFB Advisors
Kansas
$851K +$385K +1,749 +83%
LFS
933
Lutz Financial Services
Nebraska
$847K -$66K -300 -7%
OA
934
Oxbow Advisors
Texas
$837K – – –
NF
935
Nvest Financial
New Hampshire
$835K -$9.03K -41 -1%
ETIA
936
Epic Trust Investment Advisors
Washington
$831K -$251K -1,139 -23%
PWA
937
Peterson Wealth Advisors
Utah
$830K -$41.5K -188 -5%
MCM
938
Mitchell Capital Management
Kansas
$826K – – –
MA
939
MJP Associates
Connecticut
$819K +$661 +3 +0.1%
AO
940
Advisor OS
Illinois
$819K +$819K +3,720 New
TA
941
Trellis Advisors
Washington
$816K – – –
SFG
942
StrategIQ Financial Group
Indiana
$816K +$440 +2 +0.1%
C
943
Certuity
Florida
$815K +$44K +200 +6%
VNB
944
Virginia National Bank
Virginia
$811K -$2.2K -10 -0.3%
ES
945
ETF Store
Kansas
$810K +$5.01K +22 +0.6%
National Bank of Canada
946
National Bank of Canada
Quebec, Canada
$809K -$46.6K -212 -5%
PFSC
947
Peoples Financial Services Corp
Pennsylvania
$807K +$304K +1,379 +60%
P
948
Pitcairn
Pennsylvania
$806K – – –
CWM
949
Chemistry Wealth Management
New York
$806K +$250K +1,136 +45%
CFGSD
950
Compass Financial Group (South Dakota)
South Dakota
$805K -$49.3K -224 -6%
36 37
38
39 40