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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 %
SHIM
1401
Stone House Investment Management
Pennsylvania
$227K +$32.3K +147 +17%
MCM
1402
Mendel Capital Management
Arkansas
$226K – – –
GSB
1403
Greenfield Savings Bank
Massachusetts
$225K – – –
GCMG
1404
Gyroscope Capital Management Group
Florida
$225K – – –
FWP
1405
FAS Wealth Partners
Kansas
$225K +$7.05K +32 +3%
GC
1406
Garde Capital
Washington
$224K -$10.3K -47 -4%
PIM
1407
Penobscot Investment Management
Massachusetts
$223K – – –
ZIM
1408
Zacks Investment Management
Illinois
$222K -$1.76K -8 -0.8%
NC
1409
NovaPoint Capital
Georgia
$222K -$2.64K -12 -1%
SM
1410
Sensible Money
Arizona
$221K – – –
CAP
1411
Columbia Advisory Partners
Washington
$220K +$1.54K +7 +0.7%
LWM
1412
LJI Wealth Management
Indiana
$219K +$219K +993 New
SI
1413
Saxon Interests
Texas
$218K +$2.42K +11 +1%
RIL
1414
Rothschild Investment LLC
Illinois
$217K – – –
TCM
1415
Telos Capital Management
California
$217K +$217K +985 New
Chevy Chase Trust
1416
Chevy Chase Trust
Maryland
$216K -$163K -740 -43%
ERWM
1417
Elk River Wealth Management
Colorado
$215K +$1.54K +7 +0.7%
SFP
1418
Strategic Financial Planning
Texas
$215K – – –
LFA
1419
Legacy Financial Advisors
Kentucky
$214K +$220 +1 +0.1%
Simplex Trading
1420
Simplex Trading
Illinois
$214K -$261K -1,187 -55%
TSS
1421
Two Sigma Securities
New York
$214K -$14.5K -66 -6%
SBF
1422
Sara-Bay Financial
Florida
$213K +$213K +967 New
CFAM
1423
Coury Firm Asset Management
Pennsylvania
$212K +$661 +3 +0.3%
JCM
1424
Janney Capital Management
Pennsylvania
$212K – – –
JIP
1425
Jaffetilchin Investment Partners
Florida
$211K -$1.54K -7 -0.7%
55 56
57
58 59