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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 %
BFAG
376
Blackston Financial Advisory Group
Florida
$5.77M -$782K -3,708 -12%
IAN
377
Integrated Advisors Network
Texas
$5.77M +$8.86K +42 +0.2%
PFG
378
PAX Financial Group
Texas
$5.75M -$148K -704 -3%
TI
379
Tidal Investments
Wisconsin
$5.73M +$1.3M +6,161 +29%
CAG
380
Crestwood Advisors Group
Massachusetts
$5.68M -$53.6K -254 -0.9%
NF
381
Nikulski Financial
Iowa
$5.67M +$87.3K +414 +2%
OIA
382
OneDigital Investment Advisors
Kansas
$5.67M +$13.7K +65 +0.2%
CFD
383
Creative Financial Designs
Indiana
$5.66M +$183K +869 +3%
SFS
384
Sowell Financial Services
Arkansas
$5.65M -$2.53M -11,992 -31%
BCP
385
Berkeley Capital Partners
Georgia
$5.62M +$4.01K +19 +0.1%
OCM
386
One Capital Management
California
$5.58M -$26.2K -124 -0.5%
FF
387
Financial Futures
New Jersey
$5.5M -$81.2K -385 -1%
NWM
388
Northcape Wealth Management
New York
$5.42M -$31.6K -150 -0.6%
CWS
389
Cypress Wealth Services
California
$5.39M -$19.4K -92 -0.4%
SIM
390
Stratos Investment Management
Ohio
$5.37M +$2.95K +14 +0.1%
MWA
391
Meridian Wealth Advisors
Texas
$5.35M +$572K +2,711 +12%
OL
392
Optas LLC
Texas
$5.31M +$5.03M +23,832 +1,799%
FI
393
Financial Insights
Washington
$5.3M +$2.01M +9,525 +61%
JJBC
394
James J. Burns & Company
New York
$5.29M +$1.71M +8,094 +48%
JIC
395
Johnson Investment Counsel
Ohio
$5.27M -$78.7K -373 -1%
RC
396
Roundview Capital
New Jersey
$5.25M +$235K +1,112 +5%
BJL
397
Brighton Jones LLC
Washington
$5.2M -$11.4K -54 -0.2%
LA
398
Lane & Associates
New Jersey
$5.15M -$270K -1,280 -5%
TCWA
399
Ten Capital Wealth Advisors
Washington
$5.14M +$375K +1,778 +8%
CWMU
400
Caliber Wealth Management (Utah)
Utah
$5.13M +$407K +1,930 +9%
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