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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 %
GHA
1151
Granite Harbor Advisors
Texas
$448K -$34.6K -157 -7%
NGA
1152
Naples Global Advisors
Florida
$446K +$65.8K +299 +17%
AG
1153
Ascent Group
Virginia
$445K -$65.6K -295 -13%
SRWM
1154
Shira Ridge Wealth Management
California
$444K -$11K -50 -2%
FWTB
1155
First Western Trust Bank
Colorado
$440K -$15K -68 -3%
WP
1156
WealthPLAN Partners
Nebraska
$440K +$881 +4 +0.2%
PRS
1157
Pinkerton Retirement Specialists
Idaho
$438K -$26.7M -121,227 -98%
HWM
1158
Heirloom Wealth Management
Colorado
$438K +$30.8K +140 +8%
LRPA
1159
L. Roy Papp & Associates
Arizona
$437K +$1.76K +8 +0.4%
PFBT
1160
Parkside Financial Bank & Trust
Missouri
$435K -$153K -694 -26%
RPGK
1161
Retirement Planning Group (Kansas)
Kansas
$435K +$9.47K +43 +2%
RWA
1162
Rooted Wealth Advisors
Illinois
$433K +$433K +1,968 New
MCM
1163
Magnolia Capital Management
New York
$429K – – –
ACM
1164
Advance Capital Management
Michigan
$428K -$9.25K -42 -2%
KTA
1165
Keeley-Teton Advisors
Illinois
$426K – – –
CWP
1166
Cyndeo Wealth Partners
Florida
$425K -$10.3K -47 -2%
OWA
1167
Octavia Wealth Advisors
Ohio
$423K +$5.5K +25 +1%
NWMG
1168
National Wealth Management Group
Ohio
$422K +$14K +63 +3%
LBA
1169
Lowell Blake & Associates
Massachusetts
$421K – – –
RFN
1170
Redwood Financial Network
Ohio
$418K -$6.83K -31 -2%
WTB
1171
Washington Trust Bank
Washington
$416K -$12.5K -57 -3%
DP
1172
Divergent Planning
Maryland
$415K -$7.27K -33 -2%
PTP
1173
Platform Technology Partners
New York
$414K -$3.14K -14 -0.8%
GWM
1174
GSB Wealth Management
Connecticut
$414K – – –
UL
1175
Unionview LLC
Washington
$412K -$8.8K -40 -2%
45 46
47
48 49