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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
1151
Harbor Investment Advisory
Maryland
$447K – – –
CCM
1152
Carlson Capital Management
Minnesota
$446K +$8.54K +41 +2%
PAG
1153
Private Advisory Group
Washington
$446K -$3.12K -15 -0.7%
FF
1154
Francis Financial
$446K -$20.2K -97 -4%
FWP
1155
Falcon Wealth Planning
California
$446K +$248K +1,190 +125%
MCM
1156
Mengis Capital Management
Oregon
$445K -$41.6K -200 -9%
BCM
1157
Basso Capital Management
Connecticut
$443K – – –
LRIA
1158
Leonard Rickey Investment Advisors
Washington
$442K -$833 -4 -0.2%
CW
1159
CreativeOne Wealth
Kansas
$440K -$772K -3,705 -64%
APCM
1160
Alaska Permanent Capital Management
Alaska
$437K – – –
OWA
1161
Octavia Wealth Advisors
Ohio
$437K +$37.1K +178 +9%
NFP
1162
NorthLanding Financial Partners
New York
$437K +$833 +4 +0.2%
CT
1163
Colonial Trust
South Carolina
$436K -$1.46K -7 -0.3%
GGS
1164
Galvin Gaustad & Stein
Arizona
$436K -$23.5K -113 -5%
BFM
1165
Boston Financial Management
Massachusetts
$435K -$36.2K -174 -8%
BWM
1166
Baron Wealth Management
Michigan
$435K -$69.1K -332 -14%
PFWA
1167
Paces Ferry Wealth Advisors
Georgia
$434K +$1.67K +8 +0.4%
IAS
1168
Insigneo Advisory Services
Florida
$434K -$416 -2 -0.1%
PI
1169
Pachira Investments
California
$427K +$97K +466 +29%
AWAG
1170
ARS Wealth Advisors Group
Florida
$427K +$228K +1,094 +114%
WB
1171
Webster Bank
Connecticut
$425K – – –
SFP
1172
Sterling Financial Planning
New Jersey
$424K -$27.3K -131 -6%
SWM
1173
SFG Wealth Management
Maryland
$424K -$46.4K -223 -10%
NGA
1174
Naples Global Advisors
Florida
$423K +$1.04K +5 +0.2%
BB
1175
Busey Bank
Illinois
$421K -$5.41K -26 -1%
45 46
47
48 49