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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 %
FFS
176
Founders Financial Securities
Maryland
$16.2M +$2.37M +10,755 +17%
PFA
177
Pathway Financial Advisors
Vermont
$16.2M +$87.8K +399 +0.5%
HI
178
Horizon Investments
North Carolina
$15.9M +$2.63M +11,952 +20%
BAM
179
Berkshire Asset Management
Pennsylvania
$15.8M -$113K -515 -0.7%
LNC
180
Lincoln National Corp
Pennsylvania
$15.7M +$498K +2,264 +3%
SI
181
Stephens Inc
Arkansas
$15.7M -$138K -625 -0.9%
AllianceBernstein
182
AllianceBernstein
Tennessee
$15.6M -$258K -1,173 -2%
EWA
183
Exencial Wealth Advisors
Oklahoma
$15.5M +$5.52M +25,092 +55%
HIMC
184
Heritage Investors Management Corp
Maryland
$15.4M +$161K +733 +1%
WIC
185
Whitegate Investment Counselors
New Hampshire
$15.3M +$34.1K +155 +0.2%
FHA
186
First Horizon Advisors
Tennessee
$15.2M -$567K -2,576 -4%
NIM
187
Northeast Investment Management
Massachusetts
$14.9M +$382K +1,734 +3%
BWM
188
BerganKDV Wealth Management
Minnesota
$14.9M +$911K +4,138 +7%
NRI
189
NFP Retirement Inc
California
$14.7M +$1.01M +4,601 +7%
PRA
190
Pine Ridge Advisers
New York
$14.6M +$44.7K +203 +0.3%
SIC
191
Salem Investment Counselors
North Carolina
$14.5M +$309K +1,404 +2%
BP
192
Ballentine Partners
Massachusetts
$14.5M +$435K +1,975 +3%
PA
193
Parallel Advisors
California
$14.4M +$11.4K +52 +0.1%
TCM
194
Twele Capital Management
Minnesota
$14.4M +$2.82M +12,804 +24%
MWM
195
Marietta Wealth Management
Georgia
$14.3M +$780K +3,542 +6%
TFO
196
Tarbox Family Office
California
$14.3M -$541K -2,458 -4%
NFG
197
Nations Financial Group
Iowa
$14.2M +$250K +1,136 +2%
SRC
198
Sage Rhino Capital
California
$14M +$207K +941 +2%
PFP
199
Pinnacle Financial Partners
Tennessee
$13.8M +$300K +1,364 +2%
PWLP
200
Prio Wealth Limited Partnership
Massachusetts
$13.7M +$794K +3,606 +6%
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