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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 %
BWS
426
Buck Wealth Strategies
Colorado
$4.77M +$4.77M +23,187 New
HR
427
Hardy Reed
Mississippi
$4.75M – – –
AWM
428
Avior Wealth Management
Nebraska
$4.75M +$157K +808 +3%
MA
429
Mutual Advisors
Nebraska
$4.74M -$24.3K -115 -0.5%
FCP
430
Fidelis Capital Partners
Florida
$4.72M +$1.13M +5,443 +31%
PCM
431
Parsons Capital Management
Rhode Island
$4.7M -$71.1K -337 -1%
FHA
432
Flagship Harbor Advisors
Massachusetts
$4.68M +$73K +346 +2%
GL
433
Graypoint LLC
New York
$4.68M +$1.42M +6,730 +44%
AFP
434
Ausdal Financial Partners
Iowa
$4.56M +$397K +1,883 +10%
SF
435
Synovus Financial
Georgia
$4.56M +$7.17K +34 +0.2%
FVWA
436
Foster Victor Wealth Advisors
South Carolina
$4.55M -$17.5M -84,013 -79%
FPB
437
First PREMIER Bank
South Dakota
$4.47M +$323K +1,530 +8%
STA
438
Summit Trail Advisors
New York
$4.45M +$2.11M +9,992 +90%
MWM
439
MY Wealth Management
Maryland
$4.41M -$89.6K -425 -2%
SAM
440
Silverhawk Asset Management
Arizona
$4.4M +$457K +2,169 +12%
RIS
441
Retirement Income Solutions
Michigan
$4.38M -$17.7K -84 -0.4%
FPIS
442
Financial Planning & Information Services
Wisconsin
$4.36M -$539K -2,557 -11%
WA
443
Waverly Advisors
Alabama
$4.35M -$6.54K -31 -0.1%
ZCM
444
Ziegler Capital Management
Illinois
$4.35M +$15.6K +74 +0.4%
MECA
445
Miller Equity Capital Advisors
Texas
$4.34M +$205K +970 +5%
PAS
446
Park Avenue Securities
New York
$4.34M +$260K +1,233 +6%
EFS
447
Essex Financial Services
Connecticut
$4.25M +$198K +938 +5%
RWIA
448
Roger Wittlin Investment Advisory
California
$4.24M -$1.24M -5,865 -23%
MFIMFI
449
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.23M – – –
AIP
450
Almanack Investment Partners
Pennsylvania
$4.23M +$242K +1,146 +6%
16 17
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