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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 %
LFG
51
Larson Financial Group
Missouri
$71.6M +$4.41M +20,904 +7%
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$67.6M +$1.46M +6,936 +2%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$66.9M -$492K -2,333 -0.7%
MML Investors Services
54
MML Investors Services
Massachusetts
$65.9M -$5.86M -27,795 -8%
V
55
Veritable
Delaware
$65.1M +$968K +4,588 +2%
JIC
56
Joel Isaacson & Co
New York
$64.7M +$918K +4,354 +1%
IPW
57
Invictus Private Wealth
Colorado
$64.3M +$1.53M +7,271 +2%
TNBTD
58
Trustmark National Bank Trust Department
Mississippi
$63.5M +$7.07M +33,503 +13%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$63.1M +$3.86M +18,309 +7%
CTB
60
Country Trust Bank
Illinois
$62.5M -$3.85M -18,273 -6%
AT
61
American Trust
Kentucky
$61.4M +$26.3M +124,668 +75%
PFO
62
Pathstone Family Office
New Jersey
$60.7M -$61.7M -292,948 -50%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$60.4M +$4.52M +21,438 +8%
CTC
64
Central Trust Company
Missouri
$60.2M -$772K -3,659 -1%
AssetMark Inc
65
AssetMark Inc
California
$60.2M +$933K +4,425 +2%
ST
66
Smithfield Trust
Pennsylvania
$58.1M +$1M +4,751 +2%
Cerity Partners
67
Cerity Partners
New York
$55.8M +$8.28M +31,806 +17%
FSWA
68
Financial Synergies Wealth Advisors
Texas
$55.1M +$21.1M +100,055 +62%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$55M +$1.03M +4,879 +2%
PAG
70
Private Advisor Group
New Jersey
$54.3M +$17.1K +81 +0%
CCM
71
Coldstream Capital Management
Washington
$54M -$419K -1,986 -0.8%
NHC
72
Nicholas Hoffman & Company
Georgia
$52.9M +$15M +71,074 +40%
NFG
73
Nadler Financial Group
Illinois
$52.1M +$1.47M +6,958 +3%
BFPW
74
BOK Financial Private Wealth
Colorado
$51.6M -$1.36M -6,454 -3%
CPIG
75
Chicago Partners Investment Group
Illinois
$49.9M +$4.38M +20,818 +10%
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