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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 %
BFA
701
Bragg Financial Advisors
North Carolina
$1.77M -$174K -825 -9%
PWMAG
702
Pinnacle Wealth Management Advisory Group
New Jersey
$1.77M +$157K +744 +10%
RIM
703
RW Investment Management
Idaho
$1.75M +$937K +4,442 +115%
ESB
704
Essex Savings Bank
Connecticut
$1.74M -$50.8K -241 -3%
AWM
705
Apollon Wealth Management
South Carolina
$1.74M -$490K -2,324 -22%
HNWAG
706
High Net Worth Advisory Group
Florida
$1.73M -$45.8K -217 -3%
TFCP
707
Twin Focus Capital Partners
Massachusetts
$1.73M +$26.8K +127 +2%
PG
708
Patten Group
Tennessee
$1.72M -$2.95K -14 -0.2%
KBFS
709
Kohmann Bosshard Financial Services
Ohio
$1.72M +$61K +289 +4%
IP
710
Intellectus Partners
California
$1.7M +$437K +2,073 +35%
V
711
VeraBank
Texas
$1.7M -$74.9K -355 -4%
IBOK
712
Independence Bank of Kentucky
Kentucky
$1.69M -$64.3K -305 -4%
MWM
713
Meridian Wealth Management
Kentucky
$1.69M +$191K +907 +13%
GHAM
714
Gilman Hill Asset Management
Connecticut
$1.68M +$253K +1,200 +18%
WDG
715
Wealth Dimensions Group
Ohio
$1.68M -$11K -52 -0.6%
AFA
716
American Financial Advisors
Georgia
$1.68M +$267K +1,268 +19%
BSB
717
Bangor Savings Bank
Maine
$1.67M -$11K -52 -0.7%
KF
718
Krilogy Financial
Missouri
$1.67M +$190K +903 +13%
OPS
719
Orion Portfolio Solutions
Nebraska
$1.67M +$702K +3,326 +72%
BCI
720
Brinker Capital Investments
Pennsylvania
$1.67M +$1.41M +6,667 +530%
LHEI
721
Leo H. Evart Inc
California
$1.67M -$131K -621 -7%
TA
722
Tiedemann Advisors
New York
$1.67M -$2.53K -12 -0.2%
BMCM
723
Bryn Mawr Capital Management
Pennsylvania
$1.66M -$14.8K -70 -0.9%
Allspring Global Investments
724
Allspring Global Investments
North Carolina
$1.66M +$61.8K +293 +4%
DWM
725
Defined Wealth Management
Oregon
$1.66M +$45.1K +214 +3%
27 28
29
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