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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 %
WJA
1376
Willis Johnson & Associates
Texas
$245K -$134K -609 -35%
MCM
1377
Morton Capital Management
California
$245K – – –
CT
1378
Columbia Trust
Oregon
$245K +$245K +1,111 New
CFG
1379
Cooper Financial Group
California
$245K +$5.28K +24 +2%
RCG
1380
Resource Consulting Group
Florida
$242K – – –
WPC
1381
Waters Parkerson & Co
Louisiana
$242K – – –
FA
1382
FC Advisory
Pennsylvania
$241K +$220 +1 +0.1%
FAT
1383
First American Trust
California
$241K -$31K -141 -11%
HIA
1384
HTG Investment Advisors
Connecticut
$241K – – –
FWM
1385
Fairhaven Wealth Management
Illinois
$241K +$241K +1,093 New
GWS
1386
Glassman Wealth Services
Virginia
$240K +$660 +3 +0.3%
TPW
1387
Transatlantique Private Wealth
New York
$238K – – –
CCM
1388
Crew Capital Management
Ohio
$238K -$74.6K -339 -24%
STCOSD
1389
Sageworth Trust Company of South Dakota
South Dakota
$238K – – –
GKWIM
1390
Gerber Kawasaki Wealth & Investment Management
California
$237K -$12.3K -56 -5%
IWMA
1391
Ironwood Wealth Management (Arizona)
Arizona
$236K -$2.86K -13 -1%
CA
1392
Claro Advisors
Massachusetts
$235K -$97.7K -444 -29%
DP
1393
Dearborn Partners
Illinois
$232K +$5.5K +25 +2%
CAAM
1394
Cornerstone Advisors Asset Management
Pennsylvania
$231K +$231K +1,051 New
GT
1395
Greenleaf Trust
Michigan
$230K -$5.06K -23 -2%
PCM
1396
Presidio Capital Management
California
$229K – – –
CFO
1397
Callan Family Office
Pennsylvania
$228K +$228K +1,036 New
SC
1398
Searle & Co
Connecticut
$228K – – –
APG
1399
Abacus Planning Group
South Carolina
$228K – – –
RWM
1400
Rezny Wealth Management
Florida
$227K +$227K +1,030 New
54 55
56
57 58