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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
$122M
4
PFO
Pathstone Family Office
New Jersey
$123M
5
CA
Clearstead Advisors
Ohio
$105M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
$82.6M
2
CCA
Catalyst Capital Advisors
New York
$82.6M
3
Wells Fargo
Wells Fargo
California
$4.89B
4
ETC
Exchange Traded Concepts
Oklahoma
$0
5
ACM
Alpha Capital Management
Texas
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
Atria Wealth Solutions
New York
$22.8M +$737K +3,540 +3%
GT
127
Glenmede Trust
Pennsylvania
$22.7M +$41.9K +201 +0.2%
MAM
128
Marquette Asset Management
Minnesota
$22.7M +$2.48M +11,932 +12%
WIC
129
Woodmont Investment Counsel
Tennessee
$22.4M +$763K +3,665 +4%
NAS
130
Nicolet Advisory Services
Wisconsin
$22.1M +$80.4K +393 +0.4%
DWM
131
Dechtman Wealth Management
Colorado
$22.1M +$719K +3,453 +3%
CFGS
132
Concourse Financial Group Securities
Alabama
$21.9M +$1.46K +7 +0%
CIC
133
Cutler Investment Counsel
Oregon
$21.9M -$112K -537 -0.5%
WT
134
Whittier Trust
California
$21.7M -$31.7K -152 -0.1%
DJSG
135
D.J. St. Germain
Massachusetts
$21.5M -$664K -3,191 -3%
W
136
Wealthquest
Ohio
$21.2M +$748K +3,593 +4%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$21.2M +$20.4M +97,909 +2,404%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$21.2M +$2.49M +11,969 +13%
HWM
139
HB Wealth Management
Georgia
$21M -$656K -3,148 -3%
First Manhattan
140
First Manhattan
New York
$21M +$20.4M +97,875 +3,211%
CWM
141
Cranbrook Wealth Management
Michigan
$21M -$507K -2,435 -2%
AAS
142
Avantax Advisory Services
Texas
$20.9M +$537K +2,577 +3%
AFS
143
Axiom Financial Strategies
Indiana
$20.7M -$2.14M -10,262 -9%
CWA
144
Consilio Wealth Advisors
Washington
$20.1M +$476K +2,345 +2%
DIP
145
DT Investment Partners
Pennsylvania
$20M -$64.1K -308 -0.3%
PFA
146
Pure Financial Advisors
California
$19.8M +$663K +3,185 +3%
PMG
147
ProVise Management Group
Florida
$19.8M +$2.11M +10,125 +12%
LL
148
LWMG LLC
Minnesota
$19.7M +$1.43M +6,891 +8%
CCM
149
Condor Capital Management
New Jersey
$19.4M +$3.82M +18,335 +24%
Empower Advisory Group
150
Empower Advisory Group
Colorado
$19.3M +$160K +767 +0.8%
4 5
6
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