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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 %
SF
976
Symphony Financial
Texas
$751K +$30.5K +148 +4%
AC
977
Avestar Capital
New York
$751K +$751K +3,605 New
CWA
978
Clearview Wealth Advisors
Oregon
$749K +$749K +3,596 New
TC
979
TAP Consulting
Missouri
$748K -$249K -1,196 -25%
RWM
980
Rockwood Wealth Management
Pennsylvania
$747K – – –
TAM
981
Titleist Asset Management
Texas
$743K -$625 -3 -0.1%
CWM
982
Curi Wealth Management
North Carolina
$740K -$1.67K -8 -0.2%
HKIMG
983
Hutchens & Kramer Investment Management Group
Indiana
$738K -$3.29K -16 -0.4%
USCWA
984
U.S. Capital Wealth Advisors
Texas
$735K +$409K +1,962 +125%
AA
985
Aire Advisors
California
$735K -$14K -67 -2%
ES
986
ETF Store
Kansas
$735K – – –
National Bank of Canada
987
National Bank of Canada
Quebec, Canada
$733K -$22.4K -109 -3%
FTWA
988
Fifth Third Wealth Advisors
Ohio
$731K -$9.37K -45 -1%
CAMG
989
CWA Asset Management Group
Florida
$731K +$263K +1,263 +56%
BHIC
990
Bassett Hargrove Investment Counsel
Delaware
$728K -$22.5K -108 -3%
PL
991
Plancorp LLC
Missouri
$722K – – –
EWA
992
Etesian Wealth Advisors
Oregon
$719K – – –
SFG
993
Sovereign Financial Group
Connecticut
$715K -$471K -2,261 -40%
SIC
994
Sigma Investment Counselors
Michigan
$713K +$208 +1 +0%
Lazard Asset Management
995
Lazard Asset Management
New York
$708K – – –
IFA
996
Interactive Financial Advisors
Illinois
$703K -$827K -3,970 -54%
FNBT
997
FineMark National Bank & Trust
Florida
$701K +$45.2K +217 +7%
PT
998
Plimoth Trust
Massachusetts
$701K +$16.2K +78 +2%
OBWG
999
Onyx Bridge Wealth Group
New York
$701K +$99.3K +477 +17%
FIA
1000
Foundations Investment Advisors
Arizona
$700K -$1M -4,807 -59%
38 39
40
41 42