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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 %
SAG
776
SageView Advisory Group
California
$1.37M -$140K -662 -9%
SSWM
777
Smith Salley Wealth Management
North Carolina
$1.37M -$181K -858 -12%
ACA
778
Atlas Capital Advisors
Wyoming
$1.37M -$140K -665 -9%
NDSI
779
Newman Dignan & Sheerar Inc
Rhode Island
$1.37M +$50.4K +239 +4%
CW
780
CreativeOne Wealth
Kansas
$1.37M +$198K +941 +17%
HWMG
781
Hurlow Wealth Management Group
Indiana
$1.37M +$72.8K +345 +6%
Susquehanna International Group
782
Susquehanna International Group
Pennsylvania
$1.36M -$2.45M -11,613 -64%
WFA
783
West Financial Advisors
Iowa
$1.35M +$243K +1,153 +22%
SWA
784
Sax Wealth Advisors
New Jersey
$1.35M +$844 +4 +0.1%
RDIA
785
RE Dickinson Investment Advisors
Iowa
$1.34M +$17.9K +85 +1%
MFWP
786
Mosaic Family Wealth Partners
Missouri
$1.33M – – –
VIM
787
Vista Investment Management
Pennsylvania
$1.33M -$20.9K -99 -2%
EW
788
Enzi Wealth
Texas
$1.33M -$1.47M -6,933 -52%
BFO
789
Boston Family Office
Massachusetts
$1.33M -$148K -700 -10%
CCG
790
Chatham Capital Group
Georgia
$1.32M – – –
CC
791
Callan Capital
California
$1.32M -$1.21M -5,744 -48%
GC
792
Grimes & Company
Massachusetts
$1.32M -$26.2K -124 -2%
LFA
793
Laraway Financial Advisors
Minnesota
$1.32M +$515K +2,440 +64%
MF
794
Montis Financial
Massachusetts
$1.31M +$422 +2 +0%
AIM
795
Aspen Investment Management
Michigan
$1.3M -$7.38K -35 -0.6%
WB
796
West Bancorporation
Iowa
$1.3M +$256K +1,212 +25%
VCA
797
Verdence Capital Advisors
Maryland
$1.3M +$207K +980 +19%
DSA
798
Droms Strauss Advisors
Missouri
$1.29M -$47K -223 -4%
BAM
799
BOS Asset Management
Illinois
$1.27M +$3.16K +15 +0.2%
MA
800
MONECO Advisors
Connecticut
$1.27M -$96K -455 -7%
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