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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 %
MTIC
651
Missouri Trust & Investment Company
Missouri
$2.09M -$308K -1,459 -13%
GA
652
GFS Advisors
Texas
$2.09M – – –
VCM
653
Vivaldi Capital Management
Illinois
$2.09M -$166K -788 -7%
ECA
654
Elevated Capital Advisors
Utah
$2.08M +$95.1K +451 +5%
SSWM
655
Sheets Smith Wealth Management
North Carolina
$2.08M +$6.75K +32 +0.3%
Prudential Financial
656
Prudential Financial
New Jersey
$2.07M +$1.11M +5,580 +116%
SCP
657
Stevens Capital Partners
Nebraska
$2.07M -$124K -587 -6%
TCA
658
Transcend Capital Advisors
New Jersey
$2.06M -$63.1K -299 -3%
GWP
659
Gateway Wealth Partners
Wisconsin
$2.05M +$250K +1,183 +14%
CWA
660
CM Wealth Advisors
Ohio
$2.05M +$15.3K +75 +0.8%
NEWAS
661
N.E.W. Advisory Services
Wisconsin
$2.03M -$42.8K -203 -2%
FFL
662
Financial Freedom LLC
Ohio
$2.02M +$70.9K +336 +4%
SFWC
663
Strategic Family Wealth Counselors
New Jersey
$2.02M +$20K +95 +1%
JE
664
JMAC Enterprises
Pennsylvania
$2.01M – – –
TA
665
TrueWealth Advisors
Alabama
$2M -$1.82M -8,617 -48%
IFA
666
Index Fund Advisors
California
$1.99M +$6.12K +29 +0.3%
EFS
667
Econ Financial Services
Pennsylvania
$1.98M +$1.98M +9,365 New
V
668
ViaWealth
Kansas
$1.97M +$1.28M +6,081 +188%
MWM
669
Modera Wealth Management
New Jersey
$1.97M +$32.7K +155 +2%
EWA
670
Encompass Wealth Advisors
Oregon
$1.96M -$38.2K -181 -2%
AP
671
Adero Partners
California
$1.95M -$43.5K -206 -2%
SCA
672
Snowden Capital Advisors
New York
$1.94M -$66K -313 -3%
CSB
673
City State Bank
Iowa
$1.94M +$22.2K +105 +1%
MW
674
MBL Wealth
North Carolina
$1.91M -$654K -3,100 -26%
CP
675
Camelot Portfolios
Ohio
$1.91M -$103K -489 -5%
25 26
27
28 29