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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 %
APWM
726
Argonautica Private Wealth Management
Massachusetts
$1.66M +$76.6K +363 +5%
GWM
727
GoalFusion Wealth Management
Texas
$1.65M -$313K -1,483 -16%
HTC
728
Haverford Trust Company
Pennsylvania
$1.65M +$428K +2,030 +35%
SKK
729
Shepherd Kaplan Krochuk
Massachusetts
$1.64M +$11.2K +53 +0.7%
MCWS
730
McKinley Carter Wealth Services
West Virginia
$1.64M -$32.7K -155 -2%
CGL
731
Clarius Group LLC
Washington
$1.63M +$186K +883 +13%
GLR
732
Great Lakes Retirement
Ohio
$1.62M +$21.1K +100 +1%
B
733
Bailard
California
$1.62M -$6.75K -32 -0.4%
PPP
734
Private Portfolio Partners
New Jersey
$1.61M +$422 +2 +0%
ACI
735
Alpha Cubed Investments
California
$1.6M -$720K -3,412 -31%
SLT
736
St Louis Trust
Missouri
$1.6M -$3.11M -14,736 -66%
LPAM
737
Lodestar Private Asset Management
California
$1.6M -$277K -1,312 -15%
EW
738
Evoke Wealth
California
$1.6M -$107K -507 -6%
IA
739
IFG Advisors
Missouri
$1.59M +$62.2K +295 +4%
GWANC
740
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.58M +$30K +142 +2%
BCM
741
Brookstone Capital Management
Illinois
$1.57M -$2.49M -11,778 -61%
FANJ
742
Financial Architects (New Jersey)
New Jersey
$1.56M +$258K +1,221 +20%
DWP
743
Daymark Wealth Partners
Ohio
$1.56M +$1.1M +5,192 +235%
ACIM
744
Azimuth Capital Investment Management
Michigan
$1.56M -$5.27K -25 -0.3%
AFGAS
745
Allegiance Financial Group Advisory Services
Virginia
$1.55M +$123K +585 +9%
WPW
746
Waldron Private Wealth
Pennsylvania
$1.55M +$3.38K +16 +0.2%
CCG
747
Cypress Capital Group
Florida
$1.54M -$25.5K -121 -2%
HCMT
748
Highland Capital Management (Tennessee)
Tennessee
$1.53M +$162K +767 +12%
KWM
749
Kingsview Wealth Management
Oregon
$1.53M -$426K -2,020 -22%
LS
750
Leelyn Smith
Illinois
$1.53M – – –
28 29
30
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