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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 %
CCWM
1001
Cassaday & Co Wealth Management
Virginia
$697K -$103K -470 -13%
AC
1002
Anson Capital
Georgia
$697K -$2.77M -12,562 -80%
GWM
1003
Geneos Wealth Management
Colorado
$696K -$17K -77 -2%
ONST
1004
Old North State Trust
North Carolina
$695K – – –
FNBT
1005
FineMark National Bank & Trust
Florida
$694K +$338K +1,537 +95%
ICP
1006
Interchange Capital Partners
Pennsylvania
$693K -$521K -2,367 -43%
GPA
1007
Garrison Point Advisors
California
$692K +$24.9K +113 +4%
AUB
1008
Atlantic Union Bankshares
Virginia
$689K – – –
SIAS
1009
Summit Investment Advisory Services
Minnesota
$688K +$14.1K +64 +2%
RA
1010
Riverstone Advisors
Texas
$684K +$17.6K +80 +3%
CIBC World Market
1011
CIBC World Market
Ontario, Canada
$674K +$9.47K +43 +1%
SWM
1012
Stockman Wealth Management
Montana
$673K -$305K -1,387 -31%
First Manhattan
1013
First Manhattan
New York
$671K -$308K -1,399 -31%
TP
1014
Tranquility Partners
Tennessee
$670K -$3.74K -17 -0.6%
VWA
1015
V Wealth Advisors
Kansas
$662K +$29.9K +136 +5%
VFA
1016
Valeo Financial Advisors
Indiana
$662K -$6.32M -28,718 -91%
Deutsche Bank
1017
Deutsche Bank
Germany
$660K -$13.2K -60 -2%
PWM
1018
Paulson Wealth Management
Illinois
$650K -$3.96K -18 -0.6%
CFO
1019
Collective Family Office
Pennsylvania
$649K +$660 +3 +0.1%
SBIA
1020
Sheaff Brock Investment Advisors
Indiana
$649K -$9.91K -45 -2%
MPM
1021
Meritage Portfolio Management
Kansas
$648K +$59.2K +269 +10%
ORC
1022
O'Rourke & Company
Massachusetts
$643K +$18K +82 +3%
OBWG
1023
Onyx Bridge Wealth Group
New York
$636K +$636K +2,887 New
AP
1024
Americana Partners
Texas
$631K +$11.4K +52 +2%
LW
1025
Libra Wealth
California
$631K – – –
39 40
41
42 43