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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 %
RT
876
Rockland Trust
Massachusetts
$937K -$31.8K -151 -3%
GWAM
877
Guardian Wealth Advisors (Minnesota)
Minnesota
$937K -$12.7K -60 -1%
SWM
878
Stockman Wealth Management
Montana
$937K – – –
GLA
879
Good Life Advisors
Pennsylvania
$936K +$4.22K +20 +0.5%
AWM
880
Aspire Wealth Management
Massachusetts
$932K +$21.1K +100 +2%
SWA
881
Sutton Wealth Advisors
Florida
$931K -$156K -739 -14%
SOS
882
Silver Oak Securities
Tennessee
$930K +$42.8K +203 +5%
AIM
883
AMI Investment Management
Indiana
$928K +$80.8K +383 +10%
CAL
884
Capital Analysts LLC
Pennsylvania
$928K +$105K +500 +13%
LA
885
LexAurum Advisors
Kansas
$928K +$33.5K +159 +4%
Jane Street
886
Jane Street
New York
$926K -$6.1M -28,899 -87%
B
887
Bridgeworth
Alabama
$921K +$21.3K +101 +2%
FMTCOCP
888
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$919K -$37.9K -180 -4%
WCM
889
WealthBridge Capital Management
Ohio
$918K +$26.4K +125 +3%
FA
890
Fermata Advisors
California
$917K +$282K +1,335 +44%
SWP
891
Summit Wealth Partners
Florida
$907K +$28.3K +134 +3%
DFA
892
Delta Financial Advisors
Louisiana
$905K +$1.06K +5 +0.1%
FNB
893
Farmers National Bank
Kentucky
$901K +$26.8K +127 +3%
CC
894
Courier Capital
New York
$899K +$83.3K +395 +10%
PBF
895
Petix & Botte Financial
California
$895K +$895K +4,242 New
JSW
896
Journey Strategic Wealth
New Jersey
$891K -$914K -4,332 -51%
SWM
897
SigFig Wealth Management
California
$887K +$50.4K +239 +6%
WA
898
Wealth Architects
California
$882K +$211 +1 +0%
LFS
899
Lutz Financial Services
Nebraska
$874K -$16K -76 -2%
SCA
900
Stillwater Capital Advisors
Pennsylvania
$873K -$204K -965 -19%
34 35
36
37 38