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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 %
CIA
751
Covington Investment Advisors
Pennsylvania
$1.53M +$51.1K +242 +3%
PD
752
Planning Directions
Pennsylvania
$1.52M +$25.9K +123 +2%
SW
753
StrongBox Wealth
Missouri
$1.52M +$29.3K +139 +2%
UWM
754
USAdvisors Wealth Management
Minnesota
$1.51M +$70.7K +335 +5%
FA
755
Flagstar Advisors
New York
$1.49M -$247K -1,172 -14%
WWC
756
Waypoint Wealth Counsel
Georgia
$1.49M -$301K -1,429 -17%
ACA
757
Aptus Capital Advisors
Alabama
$1.49M +$933K +4,422 +167%
SAG
758
Spotlight Asset Group
Illinois
$1.49M +$1.49M +7,674 New
AL
759
ACAS LLC
California
$1.48M +$4.01K +19 +0.3%
LSA
760
Lion Street Advisors
Texas
$1.47M +$1.47M +6,962 New
ACA
761
Affinity Capital Advisors
California
$1.47M -$36.9K -175 -2%
BCA
762
Bay Colony Advisors
Massachusetts
$1.46M -$19.7K -95 -1%
IFA
763
Interactive Financial Advisors
Illinois
$1.46M -$154K -730 -10%
LCC
764
Lincoln Capital Corp
Rhode Island
$1.46M +$119K +562 +9%
SVWAG
765
Sound View Wealth Advisors Group
Georgia
$1.45M -$698K -3,311 -32%
VBFP
766
Valtinson Bruner Financial Planning
Minnesota
$1.45M -$40.9K -194 -3%
NLP
767
Next Level Private
New York
$1.44M +$4.85K +23 +0.3%
RVPG
768
Relative Value Partners Group
$1.44M -$20K -95 -1%
CAGAS
769
Capital Advisory Group Advisory Services
Minnesota
$1.43M – – –
DWT
770
Dorsey & Whitney Trust
South Dakota
$1.43M +$276K +1,307 +24%
HPC
771
HM Payson & Co
Maine
$1.42M +$22.6K +107 +2%
AG
772
Advocate Group
Minnesota
$1.42M +$17.7K +84 +1%
Neuberger Berman Group
773
Neuberger Berman Group
New York
$1.42M -$89.9K -426 -6%
SIA
774
Soltis Investment Advisors
Utah
$1.4M +$23.2K +110 +2%
IPW
775
Intergy Private Wealth
Colorado
$1.39M +$84K +398 +6%
29 30
31
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