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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 %
CWM
501
Calamos Wealth Management
Illinois
$3.43M +$66.4K +315 +2%
HI
502
Harbour Investments
Wisconsin
$3.42M -$227K -1,074 -6%
Fiera Capital (Canada)
503
Fiera Capital (Canada)
Quebec, Canada
$3.4M +$9.91K +47 +0.3%
MI
504
Moneywise Inc
Virginia
$3.38M +$62.4K +296 +2%
ACM
505
Armbruster Capital Management
New York
$3.37M -$86.5K -410 -3%
MFT
506
Moisand Fitzgerald Tamayo
Florida
$3.36M +$111K +528 +3%
SC
507
SouthState Corp
Florida
$3.35M -$19K -90 -0.6%
SC
508
Scotia Capital
Ontario, Canada
$3.34M -$635K -3,011 -16%
BC
509
Brio Consultants
California
$3.33M -$419K -1,988 -11%
AC
510
Anson Capital
Georgia
$3.32M -$2.66M -12,601 -44%
SAM
511
S.A. Mason
Michigan
$3.3M -$365K -1,729 -10%
BTI
512
Blue Trust Inc
Georgia
$3.28M -$128K -627 -4%
MAG
513
Mokosak Advisory Group
Iowa
$3.28M +$103K +487 +3%
MOS
514
MGO One Seven
Ohio
$3.28M +$140K +663 +4%
PIFP
515
Partners in Financial Planning
Virginia
$3.27M -$633 -3 -0%
RWP
516
Revolve Wealth Partners
New Jersey
$3.26M -$241K -1,145 -7%
ZIG
517
Zuckerman Investment Group
Illinois
$3.26M -$7.59K -36 -0.2%
PWP
518
Perfromance Wealth Partners
Illinois
$3.26M +$2.32M +10,992 +247%
OFW
519
Omnia Family Wealth
Florida
$3.25M -$19.4K -92 -0.6%
RGF
520
Retirement Guys Formula
Ohio
$3.24M -$3.38K -16 -0.1%
GCA
521
Gradient Capital Advisors
California
$3.23M +$5.91K +28 +0.2%
CCA
522
Conservest Capital Advisors
Pennsylvania
$3.23M +$224K +1,063 +7%
GFG
523
Goldstone Financial Group
Illinois
$3.22M +$3.22M +15,282 New
AFS
524
AFG Fiduciary Services
Massachusetts
$3.21M -$157K -1,135 -5%
WMG
525
WESCAP Management Group
California
$3.21M -$126K -599 -4%
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