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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 %
BA
451
Bristlecone Advisors
Washington
$4.22M -$75.7K -359 -2%
ZF
452
Zhang Financial
Michigan
$4.18M +$1.23M +5,840 +42%
CIP
453
Capital Insight Partners
Arizona
$4.18M +$42.8K +203 +1%
LC
454
Lindbrook Capital
California
$4.16M – – –
SFA
455
Sequoia Financial Advisors
Ohio
$4.15M -$135K -642 -3%
FT
456
Fiduciary Trust
Massachusetts
$4.14M -$1.12M -5,308 -21%
CFA
457
Cahill Financial Advisors
Minnesota
$4.1M +$301K +1,425 +8%
RW
458
REDW Wealth
New Mexico
$4.09M -$161K -764 -4%
GC
459
Gibson Capital
Pennsylvania
$4.08M +$211 +1 +0%
PCFFS
460
Pacific Center for Financial Services
California
$4.06M +$4.06M +19,255 New
CG
461
Colony Group
Massachusetts
$4.06M -$2.07M -9,824 -34%
SCP
462
Shorepoint Capital Partners
Massachusetts
$4.05M -$35.9K -170 -0.9%
MA
463
MAS Advisors
Florida
$4.04M -$143K -676 -3%
HPWM
464
High Pines Wealth Management
Massachusetts
$4M -$8.44K -40 -0.2%
OGF
465
Orin Green Financial
California
$3.99M -$100K -476 -2%
GIA
466
Gladstone Institutional Advisory
Florida
$3.97M -$125K -594 -3%
APWM
467
Atlas Private Wealth Management
New York
$3.95M +$167K +790 +4%
PWM
468
Perigon Wealth Management
California
$3.92M -$29.5K -140 -0.7%
BG
469
Benedetti & Gucer
Georgia
$3.87M +$55.1K +261 +1%
EC
470
Estate Counselors
Wisconsin
$3.84M +$50.6K +240 +1%
WFA
471
Websterrogers Financial Advisors
South Carolina
$3.83M +$314K +1,491 +9%
LWA
472
LWS Wealth Advisors
New Jersey
$3.83M +$155K +734 +4%
BBWP
473
Beacon Bridge Wealth Partners
Pennsylvania
$3.83M +$104K +494 +3%
FPCG
474
Forum Private Client Group
Indiana
$3.82M +$118K +561 +3%
LIG
475
Lokken Investment Group
Delaware
$3.82M -$534K -2,531 -12%
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