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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 %
UBV
251
United Bank (Virginia)
Virginia
$9.54M -$77.8K -369 -0.8%
LCWP
252
Legacy Capital Wealth Partners
Arkansas
$9.49M -$534K -2,531 -5%
RA
253
Ruggaard & Associates
Ohio
$9.47M +$9.47M +44,912 New
UCFA
254
United Capital Financial Advisors
Texas
$9.43M -$515K -2,440 -5%
W
255
WealthOne
New York
$9.35M -$235K -1,114 -2%
FFG
256
Frisch Financial Group
New York
$9.33M +$234K +1,108 +3%
LFA
257
Legend Financial Advisors
Pennsylvania
$9.29M +$410K +1,944 +5%
GAM
258
Gemmer Asset Management
California
$9.28M +$82K +389 +0.9%
HFW
259
Horizon Family Wealth
Illinois
$9.25M +$152K +720 +2%
IAA
260
Ironsides Asset Advisors
North Carolina
$9.23M – – –
LIA
261
LBMC Investment Advisors
Tennessee
$9.15M +$1.96M +9,291 +27%
ASN
262
Advisory Services Network
Georgia
$9.14M +$1.27M +6,007 +16%
AW
263
Avion Wealth
Texas
$9.1M -$324K -1,588 -3%
PSCM
264
Per Stirling Capital Management
Texas
$9.09M -$229K -1,088 -2%
OC
265
Oppenheimer & Co
New York
$9.06M +$879K +4,168 +11%
TA
266
TruWealth Advisors
Louisiana
$9.02M +$404K +1,915 +5%
UFA
267
US Financial Advisors
Massachusetts
$8.98M +$305K +1,446 +4%
Lido Advisors
268
Lido Advisors
California
$8.98M +$7.13M +33,815 +387%
SCA
269
Scott Capital Advisors
Oregon
$8.94M +$27.8K +132 +0.3%
CG
270
Caprock Group
Idaho
$8.89M -$259K -1,227 -3%
MCCA
271
Mill Creek Capital Advisors
Pennsylvania
$8.87M +$8.87M +42,062 New
CRC
272
Curi RMB Capital
Illinois
$8.86M -$250K -1,186 -3%
SC
273
Savant Capital
Illinois
$8.74M +$2.56M +12,145 +41%
AA
274
Ancora Advisors
Ohio
$8.73M -$104K -492 -1%
AAM
275
Ameraudi Asset Management
New York
$8.73M -$110K -520 -1%
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