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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 %
Victory Capital Management
351
Victory Capital Management
Texas
$6.34M -$211 -1 -0%
Franklin Resources
352
Franklin Resources
California
$6.33M +$1.69K +8 +0%
1WM
353
1900 Wealth Management
Texas
$6.33M -$26.7K -131 -0.4%
SC
354
Steph & Co
Wisconsin
$6.3M -$122K -577 -2%
FWIA
355
Fort Washington Investment Advisors
Ohio
$6.3M -$1.53M -7,238 -20%
SAM
356
Stone Asset Management
Texas
$6.28M -$14.8M -70,168 -70%
QIM
357
Quest Investment Management
Oregon
$6.16M -$1.53M -7,242 -20%
AI
358
Atria Investments
North Carolina
$6.15M +$645K +3,060 +12%
CTA
359
Chesley Taft & Associates
Illinois
$6.14M +$427K +2,025 +7%
PP
360
PDS Planning
Ohio
$6.11M +$126K +596 +2%
TW
361
Towerpoint Wealth
California
$6.06M +$626K +2,966 +12%
SCM
362
Sebold Capital Management
Illinois
$6.04M +$359K +1,702 +6%
MMPW
363
Mitchell McLeod Pugh & Williams
Alabama
$6.04M +$688K +3,260 +13%
FMP
364
Financial Management Professionals
Texas
$6.04M +$108K +514 +2%
CAM
365
Cozad Asset Management
Illinois
$6.01M -$189K -898 -3%
SFG
366
Sage Financial Group
Pennsylvania
$5.98M +$709K +3,363 +13%
BFWA
367
Benchmark Financial Wealth Advisors
Florida
$5.96M -$34.4K -163 -0.6%
WP
368
WMS Partners
Maryland
$5.95M -$57.4K -272 -1%
VWA
369
Visionary Wealth Advisors
Illinois
$5.92M -$195K -925 -3%
WPC
370
Wedmont Private Capital
Pennsylvania
$5.88M +$152K +730 +3%
BWA
371
BDO Wealth Advisors
Florida
$5.87M -$87.7K -416 -1%
AMG
372
Asset Management Group
Connecticut
$5.87M +$19K +90 +0.3%
PFS
373
Prospera Financial Services
Texas
$5.81M +$164K +777 +3%
MAC
374
Mason & Associates (California)
California
$5.79M -$35.6K -169 -0.6%
Citigroup
375
Citigroup
New York
$5.78M -$2.42M -11,494 -30%
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