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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 %
Lazard Asset Management
976
Lazard Asset Management
New York
$748K -$2.08M -9,466 -74%
VFIC
977
Valley Forge Investment Consultants
Pennsylvania
$742K +$660 +3 +0.1%
MFG
978
MidWestOne Financial Group
Iowa
$739K +$418K +1,898 +130%
BHIC
979
Bassett Hargrove Investment Counsel
Delaware
$739K – – –
NPT
980
Nixon Peabody Trust
Massachusetts
$738K +$738K +3,352 New
BBW
981
Blue Barn Wealth
Utah
$735K -$169K -768 -19%
FAG
982
Fortitude Advisory Group
Washington
$735K -$52.6K -239 -7%
NB
983
Nicolet Bankshares
Wisconsin
$733K -$259K -1,178 -26%
FCB
984
First County Bank
Connecticut
$732K +$24.7K +112 +3%
SLWA
985
San Luis Wealth Advisors
California
$729K +$35.5K +161 +5%
BAM
986
Beaumont Asset Management
Texas
$728K +$52.6K +239 +8%
OFG
987
Oxford Financial Group
Indiana
$727K +$6.39K +29 +0.9%
BBHC
988
Brown Brothers Harriman & Co
New York
$725K +$33.9K +154 +5%
SFS
989
Summit Financial Strategies
Ohio
$724K +$176K +799 +32%
LA
990
Legacy Advisors
Pennsylvania
$724K -$49.1K -223 -6%
PT
991
Plimoth Trust
Massachusetts
$724K +$13.4K +61 +2%
AGC
992
Aspen Grove Capital
Colorado
$722K +$722K +3,279 New
PB
993
Pinnacle Bancorp
Nebraska
$718K +$20K +91 +3%
CAL
994
Capital Analysts LLC
Pennsylvania
$710K -$230K -1,077 -24%
AIFAIM
995
American Institute for Advanced Investment Management
Arizona
$708K -$37K -168 -5%
NAM
996
NTV Asset Management
West Virginia
$707K – – –
CT
997
Cambridge Trust
Massachusetts
$705K +$33.2K +151 +5%
SHFA
998
SC&H Financial Advisors
Maryland
$703K – – –
OFS
999
Oldfather Financial Services
Nebraska
$699K -$660 -3 -0.1%
HA
1000
Herold Advisors
New York
$698K -$2.42K -11 -0.3%
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40
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