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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 %
OP
1551
ORG Partners
Indiana
$44.5K +$44.5K +200 New
DWA
1552
Dougherty Wealth Advisers
Minnesota
$44K – – –
EA
1553
Evolution Advisers
Virginia
$44K – – –
NIC
1554
Northwest Investment Counselors
Oregon
$42.3K – – –
IIL
1555
Insight Inv LLC
California
$42.1K – – –
FCAG
1556
First Capital Advisors Group
New Jersey
$41.4K +$220 +1 +0.5%
HDIM
1557
Hanson & Doremus Investment Management
Vermont
$41K – – –
MA
1558
MCF Advisors
Kentucky
$40.7K +$12.3K +56 +43%
BA
1559
Ballast Advisors
Minnesota
$39.8K – – –
HF
1560
Halpern Financial
Virginia
$39.6K – – –
SIS
1561
Strategic Investment Solutions
Illinois
$38.9K +$2.06K +10 +6%
CFO
1562
CVA Family Office
Colorado
$36.8K -$13.7K -62 -27%
MIM
1563
MTM Investment Management
South Carolina
$36.3K – – –
GAG
1564
Goodman Advisory Group
Massachusetts
$36.3K – – –
AWM
1565
Abound Wealth Management
Tennessee
$35.9K +$7.49K +34 +26%
CBT
1566
CoreFirst Bank & Trust
Kansas
$35.2K – – –
HBW
1567
Hazlett, Burt & Watson
West Virginia
$34K +$8.82K +41 +35%
TIM
1568
Tortoise Investment Management
New York
$33.2K – – –
AP
1569
Arlington Partners
Alabama
$33K – – –
CNBTD
1570
Citizens National Bank Trust Department
Mississippi
$32.6K – – –
IWP
1571
IAG Wealth Partners
Wisconsin
$31.3K +$1.77K +8 +6%
BCM
1572
Blume Capital Management
California
$30.6K – – –
RFA
1573
Register Financial Advisors
Georgia
$28.8K – – –
AC
1574
Asio Capital
Kentucky
$28.6K – – –
Kayne Anderson Rudnick Investment Management
1575
Kayne Anderson Rudnick Investment Management
California
$27.7K -$149K -678 -84%
61 62
63
64 65