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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 %
WG
1026
Welch Group
Alabama
$629K +$46.7K +212 +8%
BW
1027
BIP Wealth
Georgia
$628K +$150K +680 +31%
WIM
1028
Warwick Investment Management
Texas
$628K -$46K -209 -7%
DWMG
1029
DB Wealth Management Group
California
$627K +$1.76K +8 +0.3%
BFS
1030
Bard Financial Services
Connecticut
$625K – – –
CAI
1031
Capital Advisors Inc
Oklahoma
$625K +$48.7K +221 +8%
PWG
1032
Private Wealth Group
Florida
$622K – – –
SC
1033
Schoolcraft Capital
Colorado
$621K – – –
MWM
1034
Mission Wealth Management
California
$621K -$74.6K -339 -11%
TW
1035
Transform Wealth
Colorado
$618K -$96.2K -437 -13%
HGWM
1036
Horst & Graben Wealth Management
Oregon
$617K -$31.5K -143 -5%
FCA
1037
Fortis Capital Advisors
Kansas
$615K +$40.1K +182 +7%
CPC
1038
Consolidated Planning Corp
Georgia
$614K +$614K +2,790 New
AA
1039
Aufman Associates
Pennsylvania
$614K +$2.2K +10 +0.4%
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$613K – – –
CW
1041
Channel Wealth
California
$613K -$225K -1,023 -27%
WW
1042
Westshore Wealth
California
$613K +$220 +1 +0%
CSPAM
1043
Cary Street Partners Asset Management
Virginia
$612K +$27.5K +125 +5%
MPW
1044
Monterey Private Wealth
California
$610K +$34.1K +155 +6%
LDB
1045
Lee, Danner & Bass
Tennessee
$609K +$5.5K +25 +0.9%
AFG
1046
Allegheny Financial Group
Pennsylvania
$607K -$11.7K -53 -2%
QCG
1047
Quadrant Capital Group
Ohio
$606K -$81.2K -369 -12%
JCM
1048
J2 Capital Management
Michigan
$604K +$604K +2,743 New
BC
1049
Bowman & Company
Wisconsin
$602K +$23.3K +106 +4%
LNWWM
1050
Laird Norton Wetherby Wealth Management
California
$597K -$108K -490 -15%
40 41
42
43 44