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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 %
JFGLC
551
Johnson Financial Group LLC (Colorado)
Colorado
$2.88M -$450K -2,135 -14%
SFWA
552
Summit Financial Wealth Advisors
Louisiana
$2.86M -$4.64K -22 -0.2%
TFGT
553
TS Financial Group (TSFG)
Illinois
$2.83M +$10.1K +48 +0.4%
KL
554
KWMG LLC
Kansas
$2.77M -$146K -692 -5%
JAG
555
Journey Advisory Group
Kentucky
$2.75M +$2.75M +13,032 New
DFCM
556
Dark Forest Capital Management
Puerto Rico
$2.74M +$2.74M +13,007 New
TDWM
557
Topel & Distasi Wealth Management
California
$2.74M +$54.8K +260 +2%
VCP
558
Verus Capital Partners
Arizona
$2.73M +$337K +1,596 +14%
SAM
559
Sawgrass Asset Management
Florida
$2.72M – – –
Lazard Asset Management
560
Lazard Asset Management
New York
$2.71M – – –
IFPL
561
Investments & Financial Planning LLC
Kentucky
$2.71M +$1.09M +5,178 +68%
SWA
562
Sightline Wealth Advisors
Connecticut
$2.7M -$105K -500 -4%
SMWM
563
Silvia McColl Wealth Management
California
$2.68M +$55.7K +264 +2%
WPW
564
Watershed Private Wealth
Illinois
$2.66M +$529K +2,508 +25%
FUBT
565
First United Bank & Trust
Maryland
$2.66M +$18.6K +88 +0.7%
CHC
566
City Holding Co
West Virginia
$2.65M -$138K -655 -5%
BAM
567
Belpointe Asset Management
Nevada
$2.65M +$191K +907 +8%
GIM
568
Goelzer Investment Management
Indiana
$2.64M -$68.5K -325 -3%
IWM
569
IHT Wealth Management
Illinois
$2.64M -$81.2K -385 -3%
CA
570
Cornerstone Advisory
Maryland
$2.63M +$139K +657 +6%
WS
571
Wedbush Securities
California
$2.63M +$135K +638 +5%
AWA
572
Arete Wealth Advisors
Illinois
$2.62M +$120K +569 +5%
AMBIA
573
Allen Mooney & Barnes Investment Advisors
Georgia
$2.62M -$412K -1,951 -14%
GWM
574
Greenwich Wealth Management
Connecticut
$2.62M +$7.38K +35 +0.3%
SIA
575
Strategic Investment Advisors
Michigan
$2.61M +$448K +2,124 +21%
21 22
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