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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 %
IAA
1201
Independent Advisor Alliance
North Carolina
$383K +$383K +1,739 New
PWW
1202
Pettyjohn Wood & White
Virginia
$379K +$11.2K +51 +3%
SWRP
1203
Summit Wealth & Retirement Planning
California
$379K +$379K +1,720 New
NB
1204
NBT Bank
New York
$377K +$60.5K +275 +19%
VWA
1205
VERITY Wealth Advisors
United States
$377K -$101K -459 -21%
JCM
1206
Jacobi Capital Management
Pennsylvania
$376K -$33.5K -152 -8%
RWA
1207
Ropes Wealth Advisors
Massachusetts
$376K +$376K +1,708 New
TFF
1208
The Family Firm
Maryland
$375K +$1.32K +6 +0.4%
ECG
1209
EPIQ Capital Group
California
$368K +$1.54K +7 +0.4%
ACM
1210
Ategra Capital Management
Virginia
$367K – – –
FFM
1211
Forum Financial Management
Illinois
$367K -$35.7K -162 -9%
WTFG
1212
Wells Trecaso Financial Group
Ohio
$367K – – –
EPP
1213
ETF Portfolio Partners
Kansas
$366K +$71.3K +324 +24%
1WA
1214
180 Wealth Advisors
Washington
$366K -$28.7K -130 -7%
TVWM
1215
Tower View Wealth Management
Wisconsin
$364K -$6.39K -29 -2%
GP
1216
Girard Partners
Pennsylvania
$364K -$6.17K -28 -2%
EA
1217
Ellsworth Advisors
Ohio
$364K +$661 +3 +0.2%
MC
1218
Mathes Company
New York
$363K +$363K +1,647 New
RJTCONH
1219
Raymond James Trust Company of New Hampshire
New Hampshire
$362K +$7.48K +34 +2%
WA
1220
Wambolt & Associates
Colorado
$361K -$17.4K -79 -5%
WLPWM
1221
Walled Lake Planning & Wealth Management
Illinois
$361K +$54.8K +249 +18%
GAB
1222
German American Bancorp
Indiana
$356K – – –
HWA
1223
HHM Wealth Advisors
Tennessee
$356K – – –
NP
1224
NorthRock Partners
Minnesota
$355K +$58.3K +265 +20%
FFBTD
1225
First Financial Bank - Trust Division
Ohio
$353K -$2.42K -11 -0.7%
47 48
49
50 51