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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 %
EWM
326
Evermay Wealth Management
Virginia
$7.08M -$85.6K -406 -1%
FB
327
First Bancorp
Maine
$7.08M -$469K -2,224 -6%
CW
328
Cook Wealth
North Carolina
$6.99M +$2.85M +13,735 +69%
HL
329
HeadInvest LLC
Maine
$6.96M -$163K -775 -2%
VFP
330
Verus Financial Partners
Virginia
$6.95M -$66.4K -326 -0.9%
9WM
331
9258 Wealth Management
Ohio
$6.93M +$494K +2,342 +8%
GWM
332
Gray Wealth Management
Maine
$6.91M +$295K +1,398 +4%
JWCA
333
J.W. Cole Advisors
Florida
$6.91M +$30.6K +145 +0.4%
SF
334
Summit Financial
New Jersey
$6.87M -$129K -610 -2%
GRP
335
Global Retirement Partners
California
$6.82M +$1.35M +6,580 +25%
BWM
336
BCGM Wealth Management
Indiana
$6.8M -$850K -4,031 -11%
BDF
337
Black Diamond Financial
Maryland
$6.7M +$190K +899 +3%
VA
338
Valmark Advisers
Ohio
$6.68M -$375K -1,776 -5%
MCM
339
MAI Capital Management
Ohio
$6.63M -$412K -1,955 -6%
PLU
340
Performa Ltd (US)
South Carolina
$6.62M +$892K +4,230 +16%
BFS
341
Bradley Foster & Sargent
Connecticut
$6.6M +$580K +2,752 +10%
MFA
342
McClarren Financial Advisors
Pennsylvania
$6.59M +$168K +804 +3%
SHGA
343
Sand Hill Global Advisors
California
$6.59M -$200K -949 -3%
Principal Financial Group
344
Principal Financial Group
Iowa
$6.59M -$9.08M -43,050 -58%
WFPG
345
Waller Financial Planning Group
Ohio
$6.58M -$999K -4,736 -13%
BP
346
BBR Partners
New York
$6.49M – – –
4FG
347
4Thought Financial Group
New York
$6.46M +$327K +1,549 +5%
HR
348
Howe & Rusling
New York
$6.46M +$258K +1,222 +4%
JFG
349
JDM Financial Group
Texas
$6.44M -$210K -997 -3%
AWA
350
Arkadios Wealth Advisors
Georgia
$6.38M +$192K +912 +3%
12 13
14
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