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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 %
FCC
1301
Flower City Capital
New York
$292K – – –
IIC
1302
Ironwood Investment Counsel
Arizona
$291K -$4.4K -20 -1%
SFP
1303
Strategic Financial Partners
Oregon
$291K +$291K +1,324 New
AWP
1304
Accretive Wealth Partners
New Jersey
$290K – – –
TT
1305
TI-Trust
Illinois
$289K – – –
LWM
1306
Lodestone Wealth Management
Washington
$288K -$3.52K -16 -1%
BWL
1307
Bogart Wealth LLC
Virginia
$288K -$52.2K -237 -15%
SAM
1308
Summit Asset Management
Tennessee
$287K +$18.7K +85 +7%
RIM
1309
Rockbridge Investment Management
New York
$286K +$15.9K +72 +6%
FFA
1310
Founders Financial Alliance
North Carolina
$285K +$145K +657 +103%
HS
1311
Horan Securities
United States
$284K -$16.1K -73 -5%
BCMLT
1312
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K +$48.9K +222 +21%
AIMC
1313
Alley Investment Management Company
Illinois
$283K -$22.9K -104 -7%
HW
1314
Hamilton Wealth
California
$281K -$50.2K -228 -15%
VAF
1315
Values Added Financial
District of Columbia
$281K +$281K +1,275 New
IDA
1316
Intelligence Driven Advisers
California
$279K +$2.4K +11 +0.9%
CCA
1317
Cora Capital Advisors
New Jersey
$279K +$220 +1 +0.1%
CWS
1318
Confluence Wealth Services
Pennsylvania
$278K – – –
SW
1319
SkyOak Wealth
Michigan
$278K – – –
CFC
1320
Coyle Financial Counsel
Illinois
$278K – – –
LIM
1321
Lathrop Investment Management
Arkansas
$277K – – –
EW
1322
Element Wealth
Mississippi
$276K +$220 +1 +0.1%
WPP
1323
Whalerock Point Partners
Rhode Island
$276K – – –
MIG
1324
McGuire Investment Group
Rhode Island
$276K -$175K -795 -39%
CPG
1325
Cornerstone Planning Group
New Jersey
$276K +$276K +1,252 New
51 52
53
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