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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 %
GFWA
401
Grey Fox Wealth Advisors
Delaware
$5.11M +$534K +2,533 +12%
FMC
402
First Merchants Corp
Indiana
$5.11M -$73.8K -350 -1%
EWP
403
Elevation Wealth Partners
California
$5.1M +$5.1M +24,198 New
FCA
404
FLC Capital Advisors
California
$5.09M +$515K +2,443 +11%
MWM
405
MorganRosel Wealth Management
Colorado
$5.07M +$2.02M +9,572 +66%
ACP
406
Aveo Capital Partners
Colorado
$5.05M +$113K +535 +2%
CFS
407
CRA Financial Services
New Jersey
$5.05M +$382K +1,810 +8%
WF
408
Warner Financial
Maryland
$5.04M +$43.2K +205 +0.9%
RA
409
RFG Advisory
Alabama
$5.04M +$159K +756 +3%
CA
410
Continuum Advisory
Idaho
$5.03M +$186K +880 +4%
KSWA
411
Kathleen S. Wright Associates
Pennsylvania
$5M +$133K +629 +3%
WCFA
412
Walkner Condon Financial Advisors
Wisconsin
$4.98M +$71.3K +338 +1%
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$4.97M -$31.2K -148 -0.6%
EGWAG
414
Elwood & Goetz Wealth Advisory Group
Georgia
$4.96M -$365K -1,730 -7%
DWP
415
Destiny Wealth Partners
Florida
$4.95M +$158K +747 +3%
CB
416
Commerce Bank
Missouri
$4.95M -$62K -294 -1%
BC
417
Bartlett & Co
Ohio
$4.93M -$134K -636 -3%
BCWM
418
Bartlett & Co Wealth Management
Ohio
$4.93M -$134K -636 -3%
CANC
419
Culbertson A N & Co
Virginia
$4.93M -$40.1K -190 -0.8%
HAC
420
Harbor Advisory Corp
New Hampshire
$4.93M +$26.4K +125 +0.5%
KPWS
421
Kestra Private Wealth Services
Texas
$4.9M +$668K +3,165 +16%
GCP
422
Gill Capital Partners
Colorado
$4.8M +$15.4K +73 +0.3%
FWS
423
FinDec Wealth Services
California
$4.79M +$104K +495 +2%
BCM
424
Beaumont Capital Management
Massachusetts
$4.78M – – –
MAM
425
Mystic Asset Management
Rhode Island
$4.78M +$6.54K +31 +0.1%
15 16
17
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