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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 %
BAAM
1476
Baker Avenue Asset Management
California
$139K -$17K -77 -11%
RLIM
1477
Red Lighthouse Investment Management
New York
$137K – – –
TH
1478
TCTC Holdings
Texas
$136K – – –
CWM
1479
Compass Wealth Management
Connecticut
$135K – – –
BC
1480
Barrett & Company
Rhode Island
$133K +$49.5K +225 +59%
IF
1481
Integrity Financial
Wyoming
$127K +$7.27K +33 +6%
FPFS
1482
First Personal Financial Services
North Carolina
$125K – – –
JWA
1483
JFS Wealth Advisors
Pennsylvania
$124K +$67.6K +307 +119%
PAIM
1484
Punch & Associates Investment Management
Minnesota
$123K – – –
PP
1485
Pacifica Partners
Canada
$121K +$1.1K +5 +0.9%
CB
1486
Community Bank
New York
$121K – – –
IAIM
1487
Industrial Alliance Investment Management
Quebec, Canada
$120K -$81.5K -371 -40%
VWM
1488
Venturi Wealth Management
Texas
$119K -$113K -514 -49%
SC
1489
Solstein Capital
California
$118K – – –
LB
1490
Legacy Bridge
Iowa
$118K – – –
LWANC
1491
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K – – –
GM
1492
GeoWealth Management
Illinois
$116K +$36.4K +168 +46%
NRG
1493
Nemes Rush Group
Michigan
$115K +$115K +523 New
PP
1494
PrairieView Partners
Minnesota
$114K – – –
CPA
1495
Cardiff Park Advisors
California
$112K -$22.9K -104 -17%
MWP
1496
MYCIO Wealth Partners
Pennsylvania
$112K – – –
MLA
1497
MB, Levis & Associates
Pennsylvania
$107K +$440 +2 +0.4%
IFS
1498
Intelligent Financial Strategies
Minnesota
$106K +$441 +2 +0.4%
BIA
1499
Bell Investment Advisors
California
$101K +$220 +1 +0.2%
CG
1500
Cutler Group
California
$99K +$99K +450 New
58 59
60
61 62