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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 %
NRC
1276
New Republic Capital
North Carolina
$306K – – –
MWP
1277
Meridian Wealth Partners
Pennsylvania
$305K -$14.1K -64 -4%
GFL
1278
Granite FO LLC
New Hampshire
$305K – – –
FNBOMD
1279
First National Bank of Mount Dora
Florida
$304K – – –
FLA
1280
Financial Life Advisors
Texas
$304K -$112K -510 -27%
FPCG
1281
Fort Pitt Capital Group
Pennsylvania
$303K – – –
PWM
1282
Penobscot Wealth Management
Maine
$302K +$881 +4 +0.3%
FFWA
1283
FRG Family Wealth Advisors
Washington
$301K – – –
TFA
1284
Triad Financial Advisors
North Carolina
$301K -$1.54K -7 -0.5%
LTL
1285
Lowery Thomas LLC
California
$301K +$1.1K +5 +0.4%
C1AG
1286
Client 1st Advisory Group
Florida
$299K – – –
MC
1287
Moors & Cabot
Massachusetts
$298K -$41.6K -189 -12%
AWM
1288
Avaii Wealth Management
Wisconsin
$298K -$3.08K -14 -1%
CFA
1289
CWS Financial Advisors
Michigan
$298K -$96K -436 -24%
BBNA
1290
Bremer Bank National Association
Minnesota
$298K – – –
JDR
1291
Jay D. Rosenbaum
$298K +$298K +1,353 New
KW
1292
KWB Wealth
California
$296K -$33K -150 -10%
TCM
1293
Triumph Capital Management
Colorado
$296K -$10.6K -48 -3%
CT
1294
Clearstead Trust
Maine
$296K – – –
SFG
1295
Synergy Financial Group
California
$295K +$1.1K +5 +0.4%
CIAS
1296
CFS Investment Advisory Services
New Jersey
$295K -$440 -2 -0.1%
1SB
1297
1ST Source Bank
Indiana
$294K – – –
FBC
1298
Fairfield, Bush & Co
Connecticut
$294K +$11K +50 +4%
CC
1299
Cannell & Co
New York
$294K +$9.91K +45 +3%
BFG
1300
Berger Financial Group
Minnesota
$293K +$293K +1,329 New
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