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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 %
TP
951
Tranquility Partners
Tennessee
$799K +$164K +790 +26%
SFS
952
Summit Financial Strategies
Ohio
$793K +$108K +519 +16%
OA
953
Oxbow Advisors
Texas
$791K – – –
BWP
954
BSW Wealth Partners
Colorado
$785K +$51K +245 +7%
SC
955
Schoolcraft Capital
Colorado
$783K +$196K +939 +33%
EAM
956
Evanson Asset Management
California
$783K +$480K +2,304 +158%
PWA
957
Peterson Wealth Advisors
Utah
$783K +$833 +4 +0.1%
MCM
958
Mitchell Capital Management
Kansas
$781K – – –
BA
959
BCM Advisors
Louisiana
$776K +$62.9K +305 +9%
MA
960
MJP Associates
Connecticut
$776K +$1.46K +7 +0.2%
AO
961
Advisor OS
Illinois
$776K +$1.46K +7 +0.2%
SFG
962
StrategIQ Financial Group
Indiana
$774K +$1.46K +7 +0.2%
TA
963
Trellis Advisors
Washington
$772K – – –
CFGSD
964
Compass Financial Group (South Dakota)
South Dakota
$770K +$8.12K +39 +1%
AGC
965
Aspen Grove Capital
Colorado
$769K +$86.6K +416 +13%
HFS
966
Heritage Financial Services
Massachusetts
$768K -$110K -528 -13%
ACM
967
Ardent Capital Management
Ohio
$766K +$766K +3,680 New
PFSC
968
Peoples Financial Services Corp
Pennsylvania
$763K – – –
P
969
Pitcairn
Pennsylvania
$763K – – –
CWM
970
Chemistry Wealth Management
New York
$762K +$416 +2 +0.1%
BBHC
971
Brown Brothers Harriman & Co
New York
$762K +$76K +365 +11%
CA
972
Crewe Advisors
Utah
$761K +$52.3K +251 +7%
GSIS
973
Global Strategic Investment Solutions
Arizona
$760K +$2.5K +12 +0.3%
MPW
974
Melone Private Wealth
Michigan
$752K +$8.54K +41 +1%
MCCA
975
Mill Creek Capital Advisors
Pennsylvania
$751K +$625 +3 +0.1%
37 38
39
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