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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 %
RIA
851
Realta Investment Advisors
Delaware
$1.04M +$386K +1,830 +59%
SF
852
Safeguard Financial
Wisconsin
$1.04M -$121K -574 -10%
ETIA
853
Epic Trust Investment Advisors
Washington
$1.04M +$627K +2,971 +153%
MWM
854
Maltin Wealth Management
New Jersey
$1.03M +$20.2K +96 +2%
FAB
855
First American Bank
Illinois
$1.03M – – –
EA
856
Eudaimonia Advisors
Tennessee
$1.02M -$146K -691 -12%
SWA
857
Strategies Wealth Advisors
Michigan
$1.02M -$315K -1,494 -24%
TC
858
TAP Consulting
Missouri
$1.02M -$1.06K -5 -0.1%
RWRC
859
R.W. Roge & Company
New York
$1.02M – – –
TMWM
860
Taylor & Morgan Wealth Management
Michigan
$1.01M +$24K +114 +2%
ECM
861
EagleClaw Capital Management
Massachusetts
$1.01M – – –
RCM
862
Rain Capital Management
Oregon
$993K +$60.5K +287 +6%
TCOV
863
Trust Company of Vermont
Vermont
$992K +$4.22K +20 +0.4%
HT
864
HighTower Trust
Texas
$984K – – –
HSA
865
HBK Sorce Advisory
Pennsylvania
$977K -$645K -3,057 -40%
CAM
866
Covenant Asset Management
New Jersey
$973K -$36.1K -171 -4%
CWA
867
Canvas Wealth Advisors
Kansas
$966K +$583K +2,809 +152%
CWA
868
CJM Wealth Advisers
Virginia
$960K -$121K -573 -11%
WIA
869
World Investment Advisors
California
$957K +$361K +1,712 +61%
NB
870
Nicolet Bankshares
Wisconsin
$951K -$154K -729 -14%
TA
871
TFG Advisers
Michigan
$950K +$4.64K +22 +0.5%
CPRC
872
Consolidated Portfolio Review Corp
New York
$944K +$944K +4,476 New
SL
873
SWMG LLC
Texas
$942K -$422 -2 -0%
FBFS
874
First Business Financial Services
Wisconsin
$939K – – –
First Manhattan
875
First Manhattan
New York
$938K -$165K -783 -15%
33 34
35
36 37