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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 %
RRA
151
Round Rock Advisors
Connecticut
$20.2M +$246K +1,116 +1%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$19.7M +$1.74M +7,885 +10%
AWE
153
Avidian Wealth Enterprises
Texas
$19.6M +$4.27M +19,387 +28%
SFS
154
Searcy Financial Services
Kansas
$19.5M +$200K +907 +1%
Northern Trust
155
Northern Trust
Illinois
$19.5M +$930K +4,222 +5%
AWS
156
AJ Wealth Strategies
New York
$19.4M -$980K -4,452 -5%
LL
157
LWMG LLC
Minnesota
$19.3M +$975K +4,428 +5%
MM
158
Meridian Management
Arkansas
$19.1M +$148K +670 +0.8%
WTC
159
WhitTier Trust Company
Nevada
$18.8M – – –
ANTB
160
AMG National Trust Bank
Colorado
$18.8M -$518K -2,355 -3%
KPWG
161
KFA Private Wealth Group
Virginia
$18.7M +$206K +937 +1%
PMG
162
ProVise Management Group
Florida
$18.7M +$224K +1,017 +1%
William Blair & Company
163
William Blair & Company
Illinois
$18.7M +$1.32M +5,993 +8%
IWC
164
Integrated Wealth Concepts
Massachusetts
$18.7M +$5.1M +23,185 +38%
SCM
165
SOL Capital Management
Maryland
$18.5M +$68.3K +310 +0.4%
WCWM
166
Wooster Corthell Wealth Management
Connecticut
$18.2M +$255K +1,156 +1%
AFA
167
American Financial Advisors
Georgia
$18.2M +$16.4M +74,519 +937%
PWM
168
Praetorian Wealth Management
California
$17.7M +$639K +2,902 +4%
RJT
169
Raymond James Trust
Florida
$17.5M +$1.52M +6,921 +10%
PIMG
170
Patriot Investment Management Group
Tennessee
$17.5M -$10.1K -46 -0.1%
FI
171
FIDELIS iM
Oregon
$17.3M +$239K +1,086 +1%
SAM
172
SP Asset Management
California
$17.1M +$1.06M +4,835 +7%
WB
173
WesBanco Bank
West Virginia
$17.1M +$609K +2,765 +4%
GT
174
Glenview Trust
Kentucky
$16.7M +$478K +2,169 +3%
CCM
175
Condor Capital Management
New Jersey
$16.5M +$154K +700 +0.9%
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