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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$16.3M -$1.4M -6,717 -8%
HI
177
Horizon Investments
North Carolina
$16.1M +$1.06M +5,095 +7%
PIMG
178
Patriot Investment Management Group
Tennessee
$15.9M -$572K -2,749 -3%
LNC
179
Lincoln National Corp
Pennsylvania
$15.7M +$823K +3,954 +6%
AWE
180
Avidian Wealth Enterprises
Texas
$15.6M -$2.97M -14,257 -16%
PFA
181
Pathway Financial Advisors
Vermont
$15.5M +$149K +715 +1%
BAM
182
Berkshire Asset Management
Pennsylvania
$15.4M +$460K +2,211 +3%
EWA
183
Exencial Wealth Advisors
Oklahoma
$15.2M +$557K +2,677 +4%
SPP
184
Single Point Partners
Massachusetts
$15.1M +$15.1M +72,272 New
PWM
185
Praetorian Wealth Management
California
$15M -$1.73M -8,309 -10%
WIC
186
Whitegate Investment Counselors
New Hampshire
$14.6M +$201K +964 +1%
HIMC
187
Heritage Investors Management Corp
Maryland
$14.5M -$29.4K -141 -0.2%
FHA
188
First Horizon Advisors
Tennessee
$14.5M +$61.2K +294 +0.4%
MWM
189
Marietta Wealth Management
Georgia
$14.4M +$809K +3,886 +6%
NIM
190
Northeast Investment Management
Massachusetts
$14.1M -$14K -67 -0.1%
PRA
191
Pine Ridge Advisers
New York
$14M +$187K +900 +1%
SIC
192
Salem Investment Counselors
North Carolina
$13.8M +$47.3K +227 +0.3%
AllianceBernstein
193
AllianceBernstein
Tennessee
$13.7M -$964K -4,628 -7%
NFG
194
Nations Financial Group
Iowa
$13.7M +$287K +1,380 +2%
BP
195
Ballentine Partners
Massachusetts
$13.7M +$33.5K +161 +0.2%
Lido Advisors
196
Lido Advisors
California
$13.7M +$831K +3,989 +6%
TCM
197
Twele Capital Management
Minnesota
$13.6M -$11K -53 -0.1%
TFO
198
Tarbox Family Office
California
$13.6M +$29.6K +142 +0.2%
SRC
199
Sage Rhino Capital
California
$13.5M +$211K +1,014 +2%
MCM
200
MAI Capital Management
Ohio
$13.3M +$6.76M +32,467 +103%
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