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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
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
1226
Summit Wealth & Retirement Planning
California
$354K -$4.37K -21 -1%
RWA
1227
Ropes Wealth Advisors
Massachusetts
$354K -$1.87K -9 -0.5%
EPP
1228
ETF Portfolio Partners
Kansas
$353K +$6.87K +33 +2%
WLPWM
1229
Walled Lake Planning & Wealth Management
Illinois
$352K +$11K +53 +3%
LWMG
1230
Levy Wealth Management Group
Pennsylvania
$350K -$27.9K -134 -7%
NP
1231
NorthRock Partners
Minnesota
$350K +$14.6K +70 +4%
ECG
1232
EPIQ Capital Group
California
$349K +$1.25K +6 +0.4%
TW
1233
Transform Wealth
Colorado
$348K -$237K -1,136 -40%
ACM
1234
Ategra Capital Management
Virginia
$348K – – –
WTFG
1235
Wells Trecaso Financial Group
Ohio
$347K – – –
PCH
1236
PGIM Custom Harvest
New Jersey
$346K +$53.1K +255 +18%
HWM
1237
Heirloom Wealth Management
Colorado
$344K -$69.8K -335 -17%
CWM
1238
Congress Wealth Management
Massachusetts
$344K +$344K +1,652 New
MC
1239
Mathes Company
New York
$343K – – –
EA
1240
Ellsworth Advisors
Ohio
$337K +$611 +3 +0.2%
FIB
1241
First Interstate Bank
Montana
$337K +$42.7K +205 +15%
MA
1242
Mangham Associates
Virginia
$337K +$12K +58 +4%
HWA
1243
HHM Wealth Advisors
Tennessee
$336K – – –
PCM
1244
Penn Capital Management
Pennsylvania
$336K +$336K +1,613 New
CC
1245
Cannell & Co
New York
$334K +$56K +269 +20%
BFG
1246
Berger Financial Group
Minnesota
$333K +$56.2K +270 +20%
TAM
1247
Townsend Asset Management
North Carolina
$332K +$1.04K +5 +0.3%
RFN
1248
Redwood Financial Network
Ohio
$331K -$65.2K -313 -16%
FFBTD
1249
First Financial Bank - Trust Division
Ohio
$330K -$3.54K -17 -1%
TL
1250
Tradewinds LLC
North Carolina
$330K +$330K +1,587 New
48 49
50
51 52