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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 %
OW
1076
Olistico Wealth
Oklahoma
$552K +$660 +3 +0.1%
Fisher Asset Management
1077
Fisher Asset Management
Washington
$552K +$286K +1,297 +107%
TFM
1078
TFC Financial Management
Massachusetts
$551K +$31K +141 +6%
SFO
1079
Stokes Family Office
Louisiana
$551K -$109K -496 -17%
SCG
1080
Sonata Capital Group
Washington
$546K -$119K -540 -18%
FNWM
1081
Financial Network Wealth Management
Utah
$546K +$2.95K +13 +0.5%
FDCDDQ
1082
Federation des caisses Desjardins du Quebec
Quebec, Canada
$545K – – –
LFA
1083
LifeGuide Financial Advisors
Pennsylvania
$543K – – –
CWC
1084
Carolinas Wealth Consulting
North Carolina
$543K +$3.3K +15 +0.6%
SWM
1085
Silverlake Wealth Management
Vermont
$542K +$11.4K +52 +2%
LOPW
1086
Live Oak Private Wealth
North Carolina
$540K +$96K +436 +22%
BWM
1087
Birchcreek Wealth Management
Ohio
$539K -$78.6K -357 -13%
DPI
1088
Diversified Portfolios Inc
Michigan
$536K -$30.4K -138 -5%
BWM
1089
Baron Wealth Management
Michigan
$533K +$660 +3 +0.1%
HHRDM
1090
H&H Retirement Design & Management
Nevada
$531K -$2.27K -10 -0.4%
DI
1091
Diligent Investors
California
$530K – – –
GD
1092
Grandfield & Dodd
New York
$529K -$3.3K -15 -0.6%
QCM
1093
Quantinno Capital Management
New York
$528K +$528K +2,400 New
AI
1094
Accredited Investors
Minnesota
$526K +$12.5K +57 +2%
S
1095
SignatureFD
Georgia
$526K -$164K -747 -24%
WEG
1096
World Equity Group
Illinois
$523K -$2.9M -13,190 -85%
RFN
1097
RDA Financial Network
Iowa
$520K -$11.2K -51 -2%
MWA
1098
Moser Wealth Advisors
Washington
$517K +$517K +2,350 New
MCM
1099
Mengis Capital Management
Oregon
$515K – – –
AWA
1100
Aletheian Wealth Advisors
Washington
$514K -$55.5K -252 -10%
42 43
44
45 46