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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1426
Cobblestone Capital Advisors
New York
$212K +$18.1K +87 +9%
PIM
1427
Penobscot Investment Management
Massachusetts
$211K – – –
CPC
1428
Consolidated Planning Corp
Georgia
$211K -$370K -1,777 -64%
GC
1429
Garde Capital
Washington
$210K -$2.29K -11 -1%
TWM
1430
Tolleson Wealth Management
Texas
$209K -$33.3K -160 -14%
SC
1431
Searle & Co
Connecticut
$208K – – –
VNB
1432
Virginia National Bank
Virginia
$208K -$559K -2,685 -73%
GKWIM
1433
Gerber Kawasaki Wealth & Investment Management
California
$208K -$16K -77 -7%
JWA
1434
JFS Wealth Advisors
Pennsylvania
$207K +$90K +432 +77%
TBNY
1435
Trustco Bank (New York)
New York
$207K -$27.3K -131 -12%
PBO
1436
Peoples Bank (Ohio)
Ohio
$207K +$207K +995 New
SFP
1437
Strategic Financial Planning
Texas
$203K – – –
LCM
1438
Lazari Capital Management
California
$203K +$7.5K +36 +4%
ERWM
1439
Elk River Wealth Management
Colorado
$202K -$1.46K -7 -0.7%
CPG
1440
Cornerstone Planning Group
New Jersey
$202K -$58.5K -281 -22%
LFA
1441
Legacy Financial Advisors
Kentucky
$202K -$833 -4 -0.4%
CFAM
1442
Coury Firm Asset Management
Pennsylvania
$202K +$833 +4 +0.4%
JCM
1443
Janney Capital Management
Pennsylvania
$201K – – –
CAP
1444
Columbia Advisory Partners
Washington
$201K -$7.71K -37 -4%
JIP
1445
Jaffetilchin Investment Partners
Florida
$200K +$624 +3 +0.3%
KFI
1446
Key Financial Inc
Pennsylvania
$200K +$208 +1 +0.1%
RWA
1447
Roberts Wealth Advisors
California
$200K – – –
VF
1448
VitalStone Financial
Texas
$199K – – –
CSWM
1449
Cassady Schiller Wealth Management
Ohio
$195K +$12.5K +60 +7%
WIM
1450
Westside Investment Management
California
$195K +$10.4K +50 +6%
56 57
58
59 60