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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
$122M
4
PFO
Pathstone Family Office
New Jersey
$123M
5
CA
Clearstead Advisors
Ohio
$105M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
$82.6M
2
CCA
Catalyst Capital Advisors
New York
$82.6M
3
Wells Fargo
Wells Fargo
California
$4.89B
4
ETC
Exchange Traded Concepts
Oklahoma
$0
5
ACM
Alpha Capital Management
Texas
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
101
Leavell Investment Management
Alabama
$32.2M +$434K +2,082 +1%
PCTC
102
Perkins Coie Trust Company
Washington
$32.1M +$1.28M +6,151 +4%
FC
103
Fulcrum Capital
Washington
$31.7M +$262K +1,257 +0.8%
NHT
104
New Hampshire Trust
New Hampshire
$31.3M +$431K +2,070 +1%
KAS
105
Kestra Advisory Services
Texas
$29.6M -$894K -4,293 -3%
CI
106
CX Institutional
Indiana
$29.4M -$4.35M -20,876 -13%
AF
107
Arrow Financial
New York
$29.2M -$1.61M -7,743 -5%
G
108
GenTrust
Florida
$29M -$4.21M -20,236 -13%
HWA
109
Heartwood Wealth Advisors
Virginia
$28.4M +$164K +787 +0.6%
NW
110
NewEdge Wealth
Pennsylvania
$27.5M +$199K +957 +0.7%
SC
111
Stephens Consulting
Michigan
$27.3M +$574K +2,755 +2%
EI
112
Ellevest Inc
New York
$26.6M +$343K +1,645 +1%
BI
113
Ballast Inc
Kentucky
$26.1M -$708K -3,399 -3%
CSIA
114
Conrad Siegel Investment Advisors
Pennsylvania
$26.1M +$14.3M +68,473 +121%
BBA
115
BLB&B Advisors
Pennsylvania
$25.7M -$228K -1,096 -0.9%
AM
116
AGF Management
Ontario, Canada
$25.3M +$95.8K +460 +0.4%
RFC
117
Regions Financial Corp
Alabama
$25.3M -$198K -951 -0.8%
NYLIM
118
New York Life Investment Management
New York
$25.3M +$1.24M +5,960 +5%
TPW
119
TL Private Wealth
Texas
$24.7M -$179K -859 -0.7%
BP
120
BCK Partners
New York
$24.5M +$844K +4,051 +4%
BF
121
Blankinship & Foster
California
$24.1M +$758K +3,639 +3%
PFM
122
Phillips Financial Management
Indiana
$23.9M -$320K -1,535 -1%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$23.3M +$1.25K +6 +0%
ABC
124
Associated Banc-Corp
Wisconsin
$23M +$1.51M +7,236 +7%
AAP
125
Arax Advisory Partners
Colorado
$23M +$1.6M +7,662 +7%
3 4
5
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