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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 %
WP
676
Wealthspan Partners
Iowa
$1.9M -$27.8K -132 -1%
CWM
677
Cornerstone Wealth Management
Missouri
$1.9M +$1.9M +9,015 New
MWC
678
MBM Wealth Consultants
Missouri
$1.9M – – –
ECG
679
Edge Capital Group
Georgia
$1.89M +$51.9K +246 +3%
KAH
680
Kathryn A. Hall
$1.88M – – –
FRA
681
Frank Rimerman Advisors
California
$1.88M – – –
GAM
682
Grandview Asset Management
Pennsylvania
$1.87M -$35K -166 -2%
FLPIM
683
F.L. Putnam Investment Management
Massachusetts
$1.87M +$302K +1,433 +19%
PFG
684
Pinnacle Financial Group
Illinois
$1.86M +$55.7K +264 +3%
FWM
685
ForthRight Wealth Management
Georgia
$1.86M +$1.86M +8,797 New
LWM
686
Laidlaw Wealth Management
New York
$1.86M -$60.1K -285 -3%
WI
687
Wintrust Investments
Illinois
$1.85M +$343K +1,626 +23%
GLLW
688
Graves Light Lenhart Wealth
Virginia
$1.85M +$124K +590 +7%
BIP
689
Blue Investment Partners
California
$1.84M +$427K +2,024 +30%
BPWM
690
Badgley Phelps Wealth Managers
Washington
$1.84M +$44.1K +209 +2%
SWA
691
Stratos Wealth Advisors
Ohio
$1.83M +$121K +575 +7%
BWM
692
Boyd Wealth Management
California
$1.82M +$34K +161 +2%
PTC
693
Private Trust Company
Ohio
$1.82M +$114K +542 +7%
FWM
694
Fingerlakes Wealth Management
New York
$1.8M +$17.1K +81 +1%
CDH
695
Charles D. Hyman
$1.8M +$7.8K +37 +0.4%
RI
696
Ridgewood Investments
New Jersey
$1.8M +$40.1K +190 +2%
CST
697
Charles Schwab Trust
Nevada
$1.79M -$137K -650 -7%
BMWM
698
Brown Miller Wealth Management
Virginia
$1.78M +$43.5K +206 +3%
Carson Wealth (CWM LLC)
699
Carson Wealth (CWM LLC)
Nebraska
$1.78M -$1.21M -5,741 -40%
SSB
700
Sandy Spring Bank
Maryland
$1.78M -$88.8K -421 -5%
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