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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 %
KFI
1426
Key Financial Inc
Pennsylvania
$211K +$35K +159 +20%
AWAG
1427
ARS Wealth Advisors Group
Florida
$210K +$1.54K +7 +0.7%
RWA
1428
Roberts Wealth Advisors
California
$210K +$210K +956 New
TAM
1429
Tocqueville Asset Management
New York
$210K +$220 +1 +0.1%
ZB
1430
Zions Bancorporation
Utah
$209K – – –
FWP
1431
Falcon Wealth Planning
California
$209K +$209K +950 New
PMFA
1432
Plante Moran Financial Advisors
Michigan
$208K +$10.8K +49 +5%
OWA
1433
One Wealth Advisors
California
$207K +$207K +940 New
CWM
1434
C2C Wealth Management
Arizona
$207K +$207K +912 New
LCM
1435
Lazari Capital Management
California
$206K +$206K +937 New
Citadel Advisors
1436
Citadel Advisors
Florida
$206K -$629K -2,857 -75%
GWA
1437
Geometric Wealth Advisors
District of Columbia
$206K +$206K +915 New
MAM
1438
McLean Asset Management
Virginia
$206K +$206K +934 New
CMP
1439
Courage Miller Partners
Virginia
$205K +$205K +933 New
CCA
1440
Cobblestone Capital Advisors
New York
$205K -$5.5K -25 -3%
VF
1441
VitalStone Financial
Texas
$203K – – –
AFG
1442
ABLE Financial Group
Arizona
$203K -$522K -2,371 -72%
SL
1443
Sentry LLC
Tennessee
$203K +$203K +920 New
Barclays
1444
Barclays
United Kingdom
$202K – – –
FFP
1445
FourThought Financial Partners
Florida
$202K +$202K +916 New
PCG
1446
Prosperity Consulting Group
Maryland
$201K +$201K +914 New
CAG
1447
Csenge Advisory Group
Florida
$201K +$201K +913 New
Bank of Nova Scotia
1448
Bank of Nova Scotia
Ontario, Canada
$200K +$200K +908 New
BlackRock
1449
BlackRock
New York
$196K -$9.25K -42 -4%
WIM
1450
Westside Investment Management
California
$195K +$7.71K +35 +4%
56 57
58
59 60