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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 %
SFP
1126
Sterling Financial Planning
New Jersey
$477K -$15.9K -72 -3%
PAG
1127
Private Advisory Group
Washington
$475K -$1.98K -9 -0.4%
GIA
1128
Goodwin Investment Advisory
Georgia
$473K +$327K +1,483 +223%
BFA
1129
Buttonwood Financial Advisors
Maryland
$473K +$473K +2,147 New
HIA
1130
Harbor Investment Advisory
Maryland
$473K – – –
NA
1131
Nottingham Advisors
New York
$471K +$22.5K +102 +5%
TIA
1132
Traphagen Investment Advisors
New Jersey
$471K -$39.2K -178 -8%
BCM
1133
Basso Capital Management
Connecticut
$468K – – –
LRIA
1134
Leonard Rickey Investment Advisors
Washington
$468K -$38.7K -176 -8%
FA
1135
Financial Alternatives
California
$465K – – –
CCM
1136
Carlson Capital Management
Minnesota
$463K – – –
PSF
1137
Pacific Sun Financial
California
$463K +$463K +2,194 New
CT
1138
Colonial Trust
South Carolina
$463K +$3.74K +17 +0.8%
APCM
1139
Alaska Permanent Capital Management
Alaska
$462K +$462K +2,100 New
NFP
1140
NorthLanding Financial Partners
New York
$461K -$284K -1,288 -38%
IAS
1141
Insigneo Advisory Services
Florida
$460K +$460K +2,088 New
MWM
1142
Mascoma Wealth Management
New Hampshire
$458K +$152K +683 +50%
PFWA
1143
Paces Ferry Wealth Advisors
Georgia
$458K +$1.54K +7 +0.3%
T
1144
TNF
Montana
$457K -$27.7K -126 -6%
BCG
1145
Breakwater Capital Group
New Jersey
$454K +$6.61K +30 +1%
SB
1146
Strategic Blueprint
Georgia
$454K -$105K -475 -19%
B
1147
Bensler
Washington
$452K +$440 +2 +0.1%
BB
1148
Busey Bank
Illinois
$451K -$22K -100 -5%
STB
1149
S&T Bank
Pennsylvania
$450K -$440 -2 -0.1%
WB
1150
Webster Bank
Connecticut
$450K -$22K -100 -5%
44 45
46
47 48