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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 %
RWMH
101
Riverpoint Wealth Management Holdings
Illinois
$34.1M +$406K +1,846 +1%
CAN
102
Cetera Advisor Networks
California
$34M -$3.68M -16,986 -10%
SDWMA
103
Schneider Downs Wealth Management Advisors
Pennsylvania
$33.8M +$486K +2,206 +1%
LIM
104
Leavell Investment Management
Alabama
$33.6M +$695K +3,159 +2%
ACM
105
Alpha Capital Management
Texas
$33.4M – – –
FC
106
Fulcrum Capital
Washington
$33.2M -$117K -532 -0.4%
NHT
107
New Hampshire Trust
New Hampshire
$32.6M +$1.31M +5,950 +4%
PCTC
108
Perkins Coie Trust Company
Washington
$32.6M +$130K +590 +0.4%
AF
109
Arrow Financial
New York
$32.6M -$321K -1,460 -1%
KAS
110
Kestra Advisory Services
Texas
$32.2M +$2.18M +9,924 +7%
HWA
111
Heartwood Wealth Advisors
Virginia
$29.8M +$596K +2,706 +2%
NW
112
NewEdge Wealth
Pennsylvania
$28.9M +$760K +3,450 +3%
BI
113
Ballast Inc
Kentucky
$28.3M +$964K +4,378 +4%
SC
114
Stephens Consulting
Michigan
$28.2M +$15.1M +68,730 +116%
EI
115
Ellevest Inc
New York
$27.7M +$1.03M +4,664 +4%
BBA
116
BLB&B Advisors
Pennsylvania
$27.4M -$570K -2,590 -2%
RFC
117
Regions Financial Corp
Alabama
$26.9M -$554K -2,518 -2%
AM
118
AGF Management
Ontario, Canada
$26.7M -$951K -4,320 -3%
TPW
119
TL Private Wealth
Texas
$26.4M +$15K +68 +0.1%
Bessemer Group
120
Bessemer Group
New Jersey
$25.7M +$156K +709 +0.6%
PFM
121
Phillips Financial Management
Indiana
$25.7M +$1.99M +9,047 +8%
NYLIM
122
New York Life Investment Management
New York
$25.4M +$3.77M +17,104 +17%
BP
123
BCK Partners
New York
$25M -$50K -227 -0.2%
BF
124
Blankinship & Foster
California
$24.7M +$1.49M +6,773 +6%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$24.6M +$688K +3,124 +3%
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5
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