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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 %
FCMT
1526
Founders Capital Management (Texas)
Texas
$66.7K – – –
MFC
1527
Morris Financial Concepts
South Carolina
$65.8K – – –
MCA
1528
Maryland Capital Advisors
Maryland
$65.4K – – –
CWP
1529
Concord Wealth Partners
Virginia
$64.5K +$220 +1 +0.3%
BCM
1530
Birch Capital Management
Texas
$63.8K +$1.54K +7 +2%
GI
1531
Gradient Investments
Minnesota
$63.6K +$13.7K +62 +27%
FC
1532
Family CFO
California
$62.3K – – –
TF
1533
TimeScale Financial
Massachusetts
$61.7K – – –
AWM
1534
Atticus Wealth Management
Florida
$60.3K +$27.7K +126 +85%
PWM
1535
Provident Wealth Management
Tennessee
$60.1K -$15K -68 -20%
2L
1536
25 LLC
Missouri
$57.8K -$34K -150 -37%
M
1537
MOTCO
Texas
$57K – – –
BCM
1538
Bourgeon Capital Management
Connecticut
$51.7K +$51.7K +235 New
PCM
1539
Perritt Capital Management
Illinois
$49.5K – – –
DF
1540
DecisionPoint Financial
Arizona
$49.5K +$1.76K +8 +4%
JMF
1541
Johnson Midwest Financial
Iowa
$49.3K – – –
CTWM
1542
Cherry Tree Wealth Management
Minnesota
$48.9K +$48.9K +222 New
BCPWM
1543
Bradley & Co Private Wealth Management
Florida
$48.4K – – –
SCA
1544
Stonebridge Capital Advisors
Minnesota
$48.2K -$2.2K -10 -4%
RPCA
1545
Running Point Capital Advisors
California
$48.2K – – –
WAS
1546
Winch Advisory Services
Wisconsin
$48K +$221 +1 +0.5%
PP
1547
PFS Partners
New Jersey
$47.9K -$7.91K -36 -14%
WFA
1548
WestHill Financial Advisors
California
$46.5K – – –
FCG
1549
Financial Connections Group
California
$45K – – –
USB
1550
Union Savings Bank
Connecticut
$44.7K +$44.7K +196 New
60 61
62
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