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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 %
Lido Advisors
201
Lido Advisors
California
$13.6M +$4.2M +19,066 +45%
IB
202
Intrust Bank
Kansas
$13.5M -$413K -1,874 -3%
CB
203
Cadence Bank
Mississippi
$13.5M +$440 +2 +0%
NAMP
204
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13.4M -$160K -725 -1%
BWFA
205
Baltimore-Washington Financial Advisors
Maryland
$13.1M -$2.14M -9,722 -14%
CS
206
Comerica Securities
Michigan
$13.1M -$123K -559 -0.9%
HNB
207
Huntington National Bank
Ohio
$13M -$12.5M – –
SC
208
Sierra Capital
Florida
$12.8M +$1.31M +5,944 +11%
AWM
209
AAF Wealth Management
Massachusetts
$12.8M +$385K +1,750 +3%
TA
210
Tectonic Advisors
Texas
$12.8M +$993K +4,510 +8%
GVAG
211
Great Valley Advisor Group
Delaware
$12.7M -$19.4K -88 -0.2%
BF
212
BOK Financial
Oklahoma
$12.7M -$187K -851 -1%
SWP
213
Stratos Wealth Partners
Ohio
$12.6M +$2.31M +10,474 +22%
FMWA
214
Forvis Mazars Wealth Advisors
Missouri
$12.6M -$1.44M -6,563 -10%
AFS
215
Annapolis Financial Services
Maryland
$12.6M +$1.43M +6,474 +13%
ASI
216
Advisory Services & Investments
Oregon
$12.5M +$1.15M +5,242 +10%
CSIA
217
Conrad Siegel Investment Advisors
Pennsylvania
$12.5M +$1.03M +4,658 +9%
AA
218
AJ Advisors
Tennessee
$12.5M +$314K +1,427 +3%
GWM
219
GDS Wealth Management
Texas
$12.3M +$541K +2,459 +5%
AC
220
Abbrea Capital
California
$12.2M +$723K +3,283 +6%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$12.1M +$574K +2,606 +5%
MFGP
222
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.9M +$404K +1,834 +3%
TFP
223
TrueWealth Financial Partners
Washington
$11.9M +$140K +635 +1%
FOFP
224
Fee-Only Financial Planning
South Carolina
$11.8M -$96.2K -437 -0.8%
MA
225
Montag & Associates
Georgia
$11.8M -$82.1K -373 -0.7%
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