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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 %
GLA
826
Great Lakes Advisors
Illinois
$1.12M -$59.5K -282 -5%
SCI
827
Stableford Capital II
Arizona
$1.12M +$1.12M +5,501 New
GSIAS
828
Garden State Investment Advisory Services
New Jersey
$1.12M +$97.9K +464 +10%
SQA
829
Simon Quick Advisors
New Jersey
$1.11M +$633 +3 +0.1%
OSAM
830
O'Shaughnessy Asset Management
Connecticut
$1.1M +$112K +531 +11%
OFG
831
Omega Financial Group
California
$1.1M +$366K +1,733 +50%
KFA
832
Kelleher Financial Advisors
New York
$1.1M +$532K +2,521 +94%
ONB
833
Old National Bancorp
Indiana
$1.1M – – –
BFO
834
Biltmore Family Office
North Carolina
$1.09M – – –
SWM
835
Segment Wealth Management
Texas
$1.09M +$1.48K +7 +0.1%
AWA
836
Alta Wealth Advisors
Massachusetts
$1.08M +$1.48K +7 +0.1%
SEP
837
Southland Equity Partners
Missouri
$1.08M +$7.17K +34 +0.7%
SWM
838
Spire Wealth Management
Virginia
$1.08M +$382K +1,811 +55%
KOC
839
Koss-Olinger Consulting
Florida
$1.08M -$19K -90 -2%
CFFP
840
Center for Financial Planning
Michigan
$1.07M – – –
MJRIC
841
Mogy Joel R Investment Counsel
California
$1.07M -$2.32K -11 -0.2%
RSVP
842
Ramsay Stattman Vela & Price
Colorado
$1.07M – – –
GP
843
Greenline Partners
New York
$1.06M +$483K +2,292 +83%
IC
844
IEQ Capital
California
$1.06M – – –
CWMGP
845
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.05M -$1.89M -8,937 -64%
LWMNY
846
Landmark Wealth Management (New York)
New York
$1.05M +$43.6K +207 +4%
EFG
847
Everhart Financial Group
Ohio
$1.05M +$308K +1,462 +42%
CCA
848
Checchi Capital Advisers
California
$1.05M -$87.3K -414 -8%
RWM
849
Refined Wealth Management
Utah
$1.04M -$186K -884 -15%
HNW
850
High Note Wealth
Minnesota
$1.04M -$69.6K -330 -6%
32 33
34
35 36