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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 %
IA
626
IFP Advisors
Florida
$2.26M -$2.74M -17,346 -55%
FAIM
627
Financial Advocates Investment Management
Washington
$2.25M -$765K -3,625 -25%
NFP
628
Narus Financial Partners
Utah
$2.24M +$245K +1,163 +12%
BTW
629
Boston Trust Walden
Massachusetts
$2.22M -$73.8K -350 -3%
MFWM
630
Motley Fool Wealth Management
Virginia
$2.21M +$375K +1,778 +20%
AWAP
631
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.2M +$22.6K +107 +1%
AFM
632
Abbot Financial Management
Massachusetts
$2.2M -$13.7K -65 -0.6%
SPIO
633
Seven Post Investment Office
California
$2.2M – – –
BSSFA
634
Baron Silver Stevens Financial Advisors
Florida
$2.19M -$553K -2,621 -20%
WA
635
WP Advisors
California
$2.19M +$1.6M +7,566 +269%
DIA
636
Dana Investment Advisors
Wisconsin
$2.18M +$25.7K +122 +1%
LW
637
Linscomb Wealth
Texas
$2.18M +$67.5K +320 +3%
JAFL
638
Jay A. Fishman Ltd
Michigan
$2.18M -$10.5K -50 -0.5%
CAC
639
Certified Advisory Corp
Florida
$2.17M -$135K -638 -6%
CAM
640
Columbia Asset Management
Michigan
$2.16M +$98.1K +465 +5%
FNT
641
First National Trust
Pennsylvania
$2.15M -$663K -3,141 -24%
AAM
642
Aureus Asset Management
Massachusetts
$2.15M -$147K -699 -6%
SL
643
Sentinus LLC
Illinois
$2.15M +$2.15M +10,175 New
VIA
644
Vickerman Investment Advisors
Washington
$2.13M +$1.25M +5,907 +141%
DC
645
DeDora Capital
California
$2.12M -$29.3K -139 -1%
TI
646
Truepoint Inc
Ohio
$2.12M -$1.27K -6 -0.1%
TFS
647
Thoroughbred Financial Services
Tennessee
$2.12M +$203K +964 +11%
PIAS
648
PCA Investment Advisory Services
Ohio
$2.11M +$2.11M +10,009 New
FNBSF
649
First National Bank Sioux Falls
South Dakota
$2.11M +$462K +2,192 +28%
FMII
650
Farmers & Merchants Investments Inc
Nebraska
$2.1M +$163K +774 +8%
24 25
26
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