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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 %
Renaissance Technologies
1226
Renaissance Technologies
New York
$352K +$352K +1,600 New
DI
1227
Disciplined Investments
Oklahoma
$352K -$555K -2,520 -61%
IFPG
1228
Intrepid Financial Planning Group
Indiana
$351K +$48.4K +220 +16%
TAM
1229
Townsend Asset Management
North Carolina
$350K -$118K -535 -25%
CW
1230
CIC Wealth
Maryland
$350K -$4.84K -22 -1%
PI
1231
Pachira Investments
California
$349K +$24.7K +112 +8%
MA
1232
Mangham Associates
Virginia
$346K +$1.32K +6 +0.4%
RWA
1233
River Wealth Advisors
Pennsylvania
$346K +$4.4K +20 +1%
USCWA
1234
U.S. Capital Wealth Advisors
Texas
$345K +$19.4K +88 +6%
LNWTC
1235
Laird Norton Wetherby Trust Company
Washington
$345K – – –
MWM
1236
Madison Wealth Management
Ohio
$344K – – –
VPP
1237
Vertex Planning Partners
Illinois
$343K – – –
WCWM
1238
Willow Creek Wealth Management
California
$342K – – –
GF
1239
Gries Financial
Ohio
$342K +$660 +3 +0.2%
JFGIW
1240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$340K -$11.2K -51 -3%
ML
1241
McAdam LLC
Pennsylvania
$338K -$24K -109 -7%
NBT
1242
Northwest Bank & Trust
Iowa
$336K +$336K +1,527 New
DWM
1243
Dakota Wealth Management
Florida
$334K +$334K +1,517 New
HWM
1244
Howard Wealth Management
Connecticut
$333K -$4.4K -20 -1%
FPGK
1245
Financial Partners Group (Kansas)
Kansas
$332K -$7.34K -33 -2%
RPWA
1246
Regent Peak Wealth Advisors
Georgia
$332K +$9.25K +42 +3%
SFA
1247
Seneca Financial Advisors
New York
$332K – – –
LMKC
1248
L.M. Kohn & Company
Ohio
$329K +$12.3K +56 +4%
SFS
1249
Strategic Financial Services
New York
$327K +$11.1K +50 +4%
ASFA
1250
All Season Financial Advisors
Colorado
$325K +$3.52K +16 +1%
48 49
50
51 52