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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 %
EFL
601
ERn Financial LLC
Wisconsin
$2.39M -$60.3K -286 -2%
PA
602
PFG Advisors
Arizona
$2.38M -$78.9K -374 -3%
RPCONE
603
Retirement Planning Company of New England
Rhode Island
$2.38M -$16.9K -80 -0.7%
MPW
604
MGO Private Wealth
California
$2.37M +$110K +523 +5%
SPA
605
Sentinel Pension Advisors
Massachusetts
$2.37M -$26.7K -129 -1%
MFG
606
Magnus Financial Group
New York
$2.37M -$7.8K -37 -0.3%
DSC
607
Duncker Streett & Co
Missouri
$2.36M -$35.4K -168 -1%
FFN
608
Focus Financial Network
Minnesota
$2.35M -$1.76M -8,353 -43%
PAM
609
Peak Asset Management
Colorado
$2.35M +$718K +3,404 +44%
FA
610
FDx Advisors
Illinois
$2.34M – – –
CM
611
Columbus Macro
Pennsylvania
$2.33M – – –
NEAM
612
New England Asset Management
Connecticut
$2.32M -$1.5M -7,090 -39%
FFW
613
Fusion Family Wealth
New York
$2.31M -$53.6K -254 -2%
AP
614
Appleton Partners
Massachusetts
$2.3M -$5.27K -25 -0.2%
PG
615
Proffitt & Goodson
Tennessee
$2.3M +$85.2K +404 +4%
GFS
616
GYL Financial Synergies
Connecticut
$2.28M +$30.6K +145 +1%
BFG
617
Beacon Financial Group
Texas
$2.28M -$119K -571 -5%
TRCT
618
Tower Research Capital (TRC)
New York
$2.28M +$2.15M +10,175 +1,590%
WF
619
Welch & Forbes
Massachusetts
$2.28M -$3.8K -18 -0.2%
KC
620
Kingfisher Capital
North Carolina
$2.28M -$123K -585 -5%
VC
621
Vicus Capital
Pennsylvania
$2.28M +$430K +2,037 +23%
AIM
622
Anchor Investment Management
South Carolina
$2.27M +$11.6K +55 +0.5%
SFP
623
Sweet Financial Partners
Minnesota
$2.27M – – –
EA
624
Eclectic Associates
California
$2.27M +$63.1K +299 +3%
WWM
625
Windsor Wealth Management
Indiana
$2.26M +$391K +1,876 +21%
23 24
25
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