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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 %
NSIM
1451
North Star Investment Management
Illinois
$195K – – –
PCA
1452
Providence Capital Advisors
North Carolina
$194K +$133K +605 +220%
CSWM
1453
Cassady Schiller Wealth Management
Ohio
$193K +$38.3K +174 +25%
C
1454
Covestor
United Kingdom
$192K +$9.24K +42 +5%
TWM
1455
Tradition Wealth Management
Minnesota
$189K +$220 +1 +0.1%
IFAM
1456
Institutional & Family Asset Management
Colorado
$188K – – –
EDRH
1457
Edmond de Rothschild Holding
Switzerland
$188K – – –
TC
1458
Trust Company
Kansas
$186K – – –
APW
1459
Acima Private Wealth
Virginia
$179K – – –
MM
1460
Main Management
California
$178K +$76.8K +348 +76%
CYG
1461
Clean Yield Group
Vermont
$178K – – –
TWC
1462
TD Waterhouse Canada
Ontario, Canada
$177K -$87.3K -348 -33%
BAM
1463
Bosun Asset Management
Illinois
$176K +$176K +800 New
CMBA
1464
C.M. Bidwell & Associates
Hawaii
$176K – – –
SN
1465
Sittner & Nelson
Oregon
$161K +$5.06K +23 +3%
IGWM
1466
ICA Group Wealth Management
Colorado
$160K +$20K +91 +14%
AIC
1467
Archer Investment Corporation
Indiana
$159K +$6.83K +31 +4%
TSWM
1468
Tyler-Stone Wealth Management
Ohio
$157K +$157K +715 New
HC
1469
Hoese & Co
Minnesota
$154K – – –
GWSG
1470
GPS Wealth Strategies Group
Colorado
$150K +$440 +2 +0.3%
GTAM
1471
Global Trust Asset Management
Florida
$149K +$34.1K +155 +30%
SWM
1472
Sugarloaf Wealth Management
Georgia
$148K +$660 +3 +0.4%
MFA
1473
Morling Financial Advisors
California
$143K +$220 +1 +0.2%
RA
1474
Rise Advisors
New York
$143K +$441 +2 +0.3%
FFA
1475
Farther Finance Advisors
California
$140K -$225K -1,023 -62%
57 58
59
60 61