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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 %
ATC
801
Adirondack Trust Company
New York
$1.27M – – –
PGA
802
Portland Global Advisors
Maine
$1.26M +$7.38K +35 +0.6%
AL
803
Aspiriant LLC
California
$1.26M -$30.4K -144 -2%
RBC
804
Romano Brothers & Co
Illinois
$1.26M -$42K -199 -3%
IWA
805
Inspirion Wealth Advisors
Illinois
$1.24M +$559K +2,652 +82%
MGWM
806
Marks Group Wealth Management
Minnesota
$1.24M +$1.24M +5,861 New
CPWM
807
Cypress Point Wealth Management
Texas
$1.23M -$112K -529 -8%
AF
808
Affiance Financial
Minnesota
$1.23M +$1.15M +5,446 +1,492%
DT
809
Diversified Trust
Tennessee
$1.22M +$377K +1,787 +45%
TW
810
TrinityPoint Wealth
Connecticut
$1.22M +$5.27K +25 +0.4%
FCBT
811
First Citizens Bank & Trust
North Carolina
$1.21M +$351K +1,665 +41%
PCIA
812
Prime Capital Investment Advisors
Kansas
$1.2M -$2.74M -12,979 -69%
MSS
813
Mitchell Sinkler & Starr
Pennsylvania
$1.2M +$540K +2,562 +82%
WWM
814
Western Wealth Management
Colorado
$1.19M -$13.5K -64 -1%
HWA
815
Heritage Wealth Advisors
Virginia
$1.18M +$33.3K +158 +3%
CHAM
816
Clear Harbor Asset Management
Connecticut
$1.18M -$78.5K -372 -6%
WJWM
817
Williams Jones Wealth Management
New York
$1.17M +$113K +535 +11%
CAM
818
Chandler Asset Management
California
$1.17M – – –
SFG
819
Sovereign Financial Group
Connecticut
$1.17M -$40.5K -192 -3%
ICP
820
Interchange Capital Partners
Pennsylvania
$1.16M +$548K +2,597 +89%
AR
821
Advisory Research
Illinois
$1.16M – – –
MWPCG
822
Measured Wealth Private Client Group
New Hampshire
$1.15M – – –
CIA
823
Compass Ion Advisors
Pennsylvania
$1.14M +$4.22K +20 +0.4%
SFS
824
Security Financial Services
Indiana
$1.13M +$71.3K +338 +7%
KWS
825
Keystone Wealth Services
California
$1.12M -$26.8K -127 -2%
31 32
33
34 35