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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 %
EWM
1176
Echo Wealth Management
Minnesota
$410K -$81.2K -359 -17%
OFG
1177
Orcam Financial Group
California
$407K -$21.6K -98 -5%
PSP
1178
Pacific Sage Partners
Washington
$407K – – –
NSAM
1179
North Star Asset Management
Wisconsin
$406K +$74.9K +340 +23%
BFA
1180
Beaumont Financial Advisors
Massachusetts
$405K -$5.73K -26 -1%
CAWM
1181
Capital Advisors Wealth Management
Washington
$405K +$28.4K +129 +8%
AIM
1182
Athena Investment Management
California
$405K – – –
VFA
1183
Voya Financial Advisors
Connecticut
$402K -$97.7K -448 -20%
LWMG
1184
Levy Wealth Management Group
Pennsylvania
$400K +$34.6K +157 +9%
FCIM
1185
Fairview Capital Investment Management
California
$400K – – –
IAG
1186
Investmark Advisory Group
Connecticut
$398K – – –
BIAS
1187
Beacon Investment Advisory Services
New Jersey
$397K +$40.5K +184 +11%
WSFS
1188
Wilmington Savings Fund Society
Delaware
$395K -$78.3K -356 -17%
VNA
1189
Valley National Advisers
Pennsylvania
$395K -$47.6K -216 -11%
HIP
1190
HUB Investment Partners
Texas
$394K +$2.42K +11 +0.6%
SMA
1191
Sage Mountain Advisors
Georgia
$394K – – –
JPLA
1192
Joseph P. Lucia & Associates
New York
$391K -$114K -520 -23%
AMCA
1193
Arthur M. Cohen & Associates
Illinois
$390K -$102K -462 -21%
FWCM
1194
Ferguson Wellman Capital Management
Oregon
$390K – – –
Qube Research & Technologies (QRT)
1195
Qube Research & Technologies (QRT)
United Kingdom
$389K -$1.23M -3,027 -76%
CP
1196
Castleview Partners
Texas
$388K -$72.2K -328 -16%
TCPWM
1197
Traverso Chambers Private Wealth Management
California
$388K – – –
CCFM
1198
Clear Creek Financial Management
Washington
$388K -$11.4K -52 -3%
LCM
1199
Logan Capital Management
Pennsylvania
$385K – – –
DA
1200
Detalus Advisors
Missouri
$383K +$109K +496 +40%
46 47
48
49 50