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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 %
RWM
301
RKL Wealth Management
Pennsylvania
$7.83M -$111K -527 -1%
SW
302
SVB Wealth
Massachusetts
$7.8M -$21.7K -103 -0.3%
SHWM
303
Smith & Howard Wealth Management
Georgia
$7.77M -$394K -1,868 -5%
WFA
304
Wells Financial Advisors
Massachusetts
$7.7M -$67.9K -322 -0.9%
DAS
305
Dynamic Advisor Solutions
Arizona
$7.67M -$1.17M -5,535 -13%
CA
306
Crane Advisory
California
$7.66M +$1.88M +8,961 +32%
TPCW
307
TD Private Client Wealth
New York
$7.65M +$245K +1,161 +3%
TWM
308
TriaGen Wealth Management
California
$7.62M +$198K +938 +3%
FIC
309
Family Investment Center
Missouri
$7.6M +$1.16M +5,520 +18%
ACA
310
Aspire Capital Advisors
Washington
$7.57M +$270K +1,278 +4%
HFRG
311
Houlihan Financial Resource Group
Virginia
$7.55M +$163K +774 +2%
JFA
312
JNBA Financial Advisors
Minnesota
$7.54M +$25.9K +123 +0.3%
Legacy Financial Group (Iowa)
313
Legacy Financial Group (Iowa)
Iowa
$7.54M -$5.41M -25,649 -42%
BSW
314
Buckingham Strategic Wealth
Missouri
$7.49M – – –
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$7.39M +$250K +1,184 +3%
TCM
316
TD Capital Management
Tennessee
$7.39M +$77K +365 +1%
CFO
317
Custos Family Office
Texas
$7.38M +$4.32M +20,489 +141%
FNFDCM
318
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.37M -$70.4K -334 -0.9%
TWP
319
Transparent Wealth Partners
Arkansas
$7.34M +$204K +967 +3%
H
320
HoyleCohen
California
$7.2M +$1.33M +6,319 +23%
AWM
321
Aries Wealth Management
Maine
$7.18M +$279K +1,325 +4%
PWP
322
Principle Wealth Partners
Connecticut
$7.15M +$756K +3,585 +12%
RFM
323
Royal Fund Management
Florida
$7.15M -$432K -2,050 -6%
KeyBank National Association
324
KeyBank National Association
Ohio
$7.13M -$205K -971 -3%
MNG
325
Manning & Napier Group
New York
$7.11M -$6.95M – –
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