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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
$2.14B
2
AF
Allworth Financial
California
$236M
3
LPL Financial
LPL Financial
California
$586M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$432M
5
Morgan Stanley
Morgan Stanley
New York
$1.44B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.23B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$121M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$0
5
PRS
Pinkerton Retirement Specialists
Idaho
$438K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.23B -$1.3B -5,918,159 -20%
Bank of America
2
Bank of America
North Carolina
$3.22B +$36.6M +166,250 +1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.14B +$820M +3,726,138 +62%
Creative Planning
4
Creative Planning
Kansas
$1.82B +$45.2M +205,270 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.44B +$50M +227,026 +4%
UBS Group
6
UBS Group
Switzerland
$1.27B -$22.4M -101,891 -2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.02B +$35.9M +163,051 +4%
RJA
8
Raymond James & Associates
Florida
$798M +$25.4M +115,588 +3%
Ameriprise
9
Ameriprise
Minnesota
$735M +$9.34M +42,414 +1%
LPL Financial
10
LPL Financial
California
$586M +$72.3M +328,280 +14%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$570M -$8.16M -37,051 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$521M +$37M +168,235 +8%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$487M +$20.3M +92,423 +4%
TF
14
TIAA FSB
Florida
$485M -$25M -113,744 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$449M -$1.25M -5,663 -0.3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$432M +$53M +240,813 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$307M +$7.06M +32,050 +2%
JFG
18
JMG Financial Group
Illinois
$262M +$10.3M +46,580 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$252M +$8.14M +36,979 +3%
BTCPP
20
Border to Coast Pensions Partnership
United Kingdom
$250M +$22M +100,000 +10%
AF
21
Allworth Financial
California
$236M +$94M +426,783 +66%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$235M +$18.8M +85,304 +9%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$227M +$25.1M +114,068 +12%
Mariner
24
Mariner
Kansas
$187M +$14.3M +64,915 +8%
MRC
25
Millburn Ridgefield Corp
New York
$183M -$639K -2,902 -0.3%
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