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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 %
BWA
1351
Bordeaux Wealth Advisors
California
$260K – – –
WTA
1352
Washington Trust Advisors
Massachusetts
$258K +$211K +959 +450%
SWP
1353
Strategic Wealth Partners
Ohio
$258K +$10.1K +46 +4%
IAG
1354
Investment Advisory Group
Massachusetts
$257K +$257K +1,168 New
SIAG
1355
Safeguard Investment Advisory Group
California
$257K -$220 -1 -0.1%
TWM
1356
Tolleson Wealth Management
Texas
$256K – – –
CSIC
1357
Clifford Swan Investment Counsel
California
$255K +$661 +3 +0.3%
AA
1358
Argent Advisors
Louisiana
$255K +$8.81K +40 +4%
PWA
1359
Physician Wealth Advisors
Utah
$255K +$1.77K +8 +0.7%
SDH
1360
Sloy Dahl & Holst
Washington
$253K +$253K +1,151 New
CC
1361
Cadinha & Co
Hawaii
$253K – – –
VAS
1362
Vestmark Advisory Solutions
Massachusetts
$253K +$43.2K +196 +21%
PP
1363
Prosperity Planning
Missouri
$251K – – –
BC
1364
Burney Company
Virginia
$251K -$87.2K -396 -26%
CSC
1365
Caldwell Sutter Capital
California
$251K +$177K +806 +242%
TA
1366
Tactive Advisors
Florida
$250K +$250K +1,137 New
GEA
1367
Glen Eagle Advisors
New Jersey
$250K -$4.23K -20 -2%
PAM
1368
Private Asset Management
California
$250K -$33.2K -151 -12%
TBNY
1369
Trustco Bank (New York)
New York
$248K +$248K +1,127 New
MA
1370
MKT Advisors
California
$248K -$32.2K -142 -11%
CAL
1371
Capital Advisors Ltd
Ohio
$246K – – –
BMM
1372
Buffington Mohr McNeal
Idaho
$246K – – –
TBWA
1373
Three Bridge Wealth Advisors
California
$245K – – –
TCM
1374
Tradewinds Capital Management
Washington
$245K +$880 +4 +0.4%
CHJWM
1375
Carlton Hofferkamp & Jenks Wealth Management
Texas
$245K +$245K +1,103 New
53 54
55
56 57