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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,513 hedge funds and large institutions have $29.5B invested in Vanguard Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 678 increasing their positions, 490 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-55
Holders Change %
-3.51%
% of All Funds
25.58%
Holding in Top 10
178
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.66%
% of All Funds
3.01%
New
87
Increased
678
Reduced
490
Closed
121
Calls
$12.9M
Puts
$3.32M
Net Calls
+$9.57M
Net Calls Change
+$9.16M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.24B
2
Wells Fargo
Wells Fargo
California
$5.81B
3
Creative Planning
Creative Planning
Kansas
$1.61B
4
Bank of America
Bank of America
North Carolina
$3.07B
5
Natixis Advisors
Natixis Advisors
Massachusetts
$193M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$748M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$198M
3
JFG
JMG Financial Group
Illinois
$231M
4
BPA
Beacon Pointe Advisors
California
$96.5M
5
UBS Group
UBS Group
Switzerland
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
201
United Capital Financial Advisors
Texas
$11.2M -$594K -3,018 -5%
NFG
202
Nations Financial Group
Iowa
$11.1M +$1.83M +9,277 +20%
VWA
203
Visionary Wealth Advisors
Illinois
$11M -$677K -3,438 -6%
MA
204
Montag & Associates
Georgia
$10.9M -$123K -622 -1%
M&T Bank
205
M&T Bank
New York
$10.9M +$5.42M +37,702 +100%
FMWA
206
Forvis Mazars Wealth Advisors
Missouri
$10.8M -$15.9M -80,495 -59%
CWA
207
Consilio Wealth Advisors
Washington
$10.7M +$176K +895 +2%
CWA
208
Choice Wealth Advisors
Maine
$10.7M +$10.7M +54,557 New
W
209
WealthOne
New York
$10.6M -$148K -749 -1%
PRWA
210
Platte River Wealth Advisors
Colorado
$10.5M -$235K -1,191 -2%
JGIA
211
Jackson Grant Investment Advisers
Connecticut
$10.5M -$11.6K -59 -0.1%
AWM
212
AAF Wealth Management
Massachusetts
$10.4M -$49.1K -249 -0.5%
HWM
213
Horizons Wealth Management
North Carolina
$10.3M +$10.3M +45,937 New
BWM
214
BerganKDV Wealth Management
Minnesota
$10.3M +$864K +4,385 +9%
PA
215
Parallel Advisors
California
$10.2M -$504K -2,557 -5%
PWLP
216
Prio Wealth Limited Partnership
Massachusetts
$10.1M -$456K -2,316 -4%
GA
217
Geller Advisors
New York
$10M – – –
SPC
218
Sigma Planning Corp
Michigan
$10M +$332K +1,685 +3%
ATPW
219
Ashton Thomas Private Wealth
Arizona
$9.84M -$164K -831 -2%
MCM
220
Manchester Capital Management
Vermont
$9.82M -$186K -945 -2%
BWM
221
Baystate Wealth Management
Massachusetts
$9.81M +$886K +4,498 +10%
VBWMG
222
Von Berge Wealth Management Group
California
$9.74M -$144K -729 -1%
RCA
223
Riverview Capital Advisers
Massachusetts
$9.69M +$55K +279 +0.6%
BAMG
224
Brand Asset Management Group
Missouri
$9.67M +$653K +3,313 +7%
AIM
225
Acropolis Investment Management
Missouri
$9.56M +$1.15M +5,852 +14%
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