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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,611 hedge funds and large institutions have $32.4B invested in Vanguard Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 694 increasing their positions, 582 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
25.78%
Holding in Top 10
196
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2%
% of All Funds
3.14%
New
102
Increased
694
Reduced
582
Closed
57
Calls
$19.3M
Puts
$17.4M
Net Calls
+$1.91M
Net Calls Change
+$16.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$88.8M
2
FCB
First Command Bank
Texas
+$86.7M
3
FCFS
First Command Financial Services
Texas
+$86.7M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$83M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$348M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
PFO
Pathstone Family Office
New Jersey
-$61.7M
4
BlackRock
BlackRock
New York
-$39.1M
5
Bank of America
Bank of America
North Carolina
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
226
Riverview Capital Advisers
Massachusetts
$10.8M +$176K +836 +2%
AFS
227
Annapolis Financial Services
Maryland
$10.7M +$1.44M +6,808 +15%
SRC
228
Shufro Rose & Co
New York
$10.6M +$2.52M +11,947 +31%
JGIA
229
Jackson Grant Investment Advisers
Connecticut
$10.6M -$527K -2,498 -5%
FNC
230
First National Corp
Massachusetts
$10.6M +$445K +2,110 +4%
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$10.6M +$105K +498 +1%
NFW
232
Noble Family Wealth
Florida
$10.5M +$10.5M +50,004 New
AHC
233
Anderson Hoagland & Co
Missouri
$10.5M -$107K -506 -1%
WF
234
Whelan Financial
California
$10.4M +$861K +4,084 +9%
SPC
235
Sigma Planning Corp
Michigan
$10.4M -$655K -3,107 -6%
HWM
236
Horizons Wealth Management
North Carolina
$10.3M +$212K +1,003 +2%
M&T Bank
237
M&T Bank
New York
$10.3M -$2.28M -10,819 -18%
BAMG
238
Brand Asset Management Group
Missouri
$10.3M +$8.65K +41 +0.1%
JA
239
JVL Associates
Michigan
$10.2M +$13.1K +62 +0.1%
MCM
240
Manchester Capital Management
Vermont
$10.2M +$582K +2,758 +6%
SCA
241
STALEY CAPITAL ADVISERS
Pennsylvania
$10M +$764K +3,620 +8%
REMPR
242
Roof Eidam Maycock Peralta (REMP)
California
$10M +$48.3K +229 +0.5%
RWI
243
Red Wave Investments
Pennsylvania
$10M -$104K -494 -1%
GA
244
Greytown Advisors
Florida
$9.93M +$171K +809 +2%
M1FG
245
Mach-1 Financial Group
Arkansas
$9.91M +$9.91M +47 New
SWP
246
Stratos Wealth Partners
Ohio
$9.91M -$2.24M -10,634 -18%
BONH
247
Bank of New Hampshire
New Hampshire
$9.68M +$42K +199 +0.4%
CIC
248
Carnegie Investment Counsel
Ohio
$9.62M +$87.5K +415 +0.9%
EWA
249
Exencial Wealth Advisors
Oklahoma
$9.56M -$3.38K -16 -0%
DADC
250
D.A. Davidson & Co
Montana
$9.55M +$1.03M +4,862 +12%
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