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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 %
AFS
126
Axiom Financial Strategies
Indiana
$24.2M -$3.79M -17,211 -14%
DJSG
127
D.J. St. Germain
Massachusetts
$23.5M +$23.5M +106,553 New
NAS
128
Nicolet Advisory Services
Wisconsin
$23.4M +$1.02M +4,678 +5%
AWS
129
Atria Wealth Solutions
New York
$23.3M +$939K +4,263 +4%
CIC
130
Cutler Investment Counsel
Oregon
$23.2M -$268K -1,219 -1%
CFGS
131
Concourse Financial Group Securities
Alabama
$23.1M +$569K +2,584 +3%
GT
132
Glenmede Trust
Pennsylvania
$23M – – –
HWM
133
HB Wealth Management
Georgia
$22.9M +$19.4K +88 +0.1%
WT
134
Whittier Trust
California
$22.9M -$42.3K -192 -0.2%
WIC
135
Woodmont Investment Counsel
Tennessee
$22.9M -$426K -1,936 -2%
ABC
136
Associated Banc-Corp
Wisconsin
$22.8M +$843K +3,829 +4%
CWM
137
Cranbrook Wealth Management
Michigan
$22.7M +$893K +4,056 +4%
AAP
138
Arax Advisory Partners
Colorado
$22.6M +$495K +2,247 +2%
DWM
139
Dechtman Wealth Management
Colorado
$22.6M +$22.6M +102,547 New
DIP
140
DT Investment Partners
Pennsylvania
$21.9M +$522K +2,298 +2%
W
141
Wealthquest
Ohio
$21.7M +$681K +3,095 +3%
AAS
142
Avantax Advisory Services
Texas
$21.5M +$665K +3,020 +3%
MAM
143
Marquette Asset Management
Minnesota
$21.4M +$151K +687 +0.7%
CWA
144
Consilio Wealth Advisors
Washington
$21.3M +$7.28M +33,050 +52%
Brown Advisory
145
Brown Advisory
Maryland
$21M +$26K +118 +0.1%
SB
146
Simmons Bank
Arkansas
$20.6M -$610K -2,772 -3%
PFA
147
Pure Financial Advisors
California
$20.3M +$13.4K +61 +0.1%
Empower Advisory Group
148
Empower Advisory Group
Colorado
$20.2M -$44.7K -203 -0.2%
FA
149
Fiducient Advisors
Illinois
$20.2M +$408K +1,853 +2%
FSC
150
Full Sail Capital
Oklahoma
$20.2M -$330K -1,501 -2%
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