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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 %
EWM
526
Evercore Wealth Management
New York
$3.19M -$315K -1,495 -9%
FTS
527
Fifth Third Securities
Ohio
$3.18M +$637K +3,021 +25%
KIA
528
KCM Investment Advisors
California
$3.17M +$78.9K +374 +3%
AWM
529
Axxcess Wealth Management
California
$3.13M -$153K -727 -5%
ES
530
Eagle Strategies
New York
$3.11M +$161K +765 +5%
Koshinski Asset Management
531
Koshinski Asset Management
Illinois
$3.1M +$353K +1,675 +13%
ACM
532
Advisors Capital Management
New Jersey
$3.1M +$39.4K +187 +1%
SYBT
533
Stock Yards Bank & Trust
Kentucky
$3.1M -$62.4K -296 -2%
MA
534
Modus Advisors
Minnesota
$3.09M +$40.1K +190 +1%
YWS
535
Yarger Wealth Strategies
Ohio
$3.05M +$214K +1,013 +8%
CAM
536
CPA Asset Management
Florida
$3M +$57.6K +273 +2%
C
537
CEDRUS
Colorado
$2.99M +$502K +2,379 +20%
AIA
538
Alera Investment Advisors
Illinois
$2.97M -$66K -313 -2%
FAP
539
Financial Advisory Partners
Florida
$2.96M -$27K -128 -0.9%
WCM
540
Windham Capital Management
Massachusetts
$2.95M – – –
WBCM
541
Wilson & Boucher Capital Management
California
$2.94M +$154K +730 +6%
AAMC
542
Asset Allocation & Management Company
Illinois
$2.94M – – –
SWA
543
SOA Wealth Advisors
New York
$2.93M +$4.01K +19 +0.1%
RWG
544
Regal Wealth Group
California
$2.92M +$853K +4,037 +41%
RIA
545
Regal Investment Advisors
Michigan
$2.92M +$62K +294 +2%
T
546
TCWP
Ohio
$2.91M +$181K +856 +7%
GC
547
Gilbert & Cook
Iowa
$2.9M -$115K -546 -4%
EWA
548
EP Wealth Advisors
California
$2.9M +$1.66M +20,036 +135%
BWM
549
Benchmark Wealth Management
Connecticut
$2.89M +$1.43M +6,837 +99%
CF
550
Centaurus Financial
California
$2.89M -$211 -1 -0%
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