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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 %
FFA
901
Fragasso Financial Advisors
Pennsylvania
$873K -$5.48K -26 -0.6%
Wealthfront Advisers
902
Wealthfront Advisers
California
$870K +$204K +967 +31%
DI
903
Disciplined Investments
Oklahoma
$869K -$2.74K -13 -0.3%
BBW
904
Blue Barn Wealth
Utah
$866K -$13.7K -65 -2%
ADL
905
Asset Dedication LLC
California
$866K +$27.2K +129 +3%
RCAG
906
Rehmann Capital Advisory Group
Michigan
$865K -$101K -479 -10%
DWM
907
Drive Wealth Management
Utah
$858K +$858K +4,068 New
BFA
908
Bluestem Financial Advisors
Illinois
$857K +$1.06K +5 +0.1%
EWM
909
Empirical Wealth Management
Washington
$853K +$23.6K +112 +3%
BHIA
910
Birch Hill Investment Advisors
Massachusetts
$852K – – –
CFG
911
Citizens Financial Group
Rhode Island
$849K -$130K -618 -13%
DAM
912
Derbend Asset Management
Georgia
$847K – – –
PCM
913
Penn Capital Management
Pennsylvania
$847K +$847K +4,018 New
PCA
914
Pallas Capital Advisors
Massachusetts
$843K +$1.05K +5 +0.1%
Qube Research & Technologies (QRT)
915
Qube Research & Technologies (QRT)
United Kingdom
$840K -$1.05M -4,988 -56%
TSWM
916
Triangle Securities Wealth Management
North Carolina
$837K -$66.2K -314 -7%
VPIM
917
Vanguard Personalized Indexing Management
California
$836K +$3.16K +15 +0.4%
MG
918
MilWealth Group
Wisconsin
$834K -$5.7K -27 -0.7%
CFMC
919
Curbstone Financial Management Corp
New Hampshire
$833K +$10.5K +50 +1%
SAM
920
Secure Asset Management
Michigan
$833K +$48.1K +228 +6%
PWA
921
Peterson Wealth Advisors
Utah
$832K +$27.6K +131 +3%
GWM
922
Greenhouse Wealth Management
Connecticut
$829K -$6.12K -29 -0.7%
SF
923
Symphony Financial
Texas
$825K +$3.11K +15 +0.4%
NCMW
924
Northern Capital Management (Washington)
Washington
$822K +$144K +682 +21%
National Bank of Canada
925
National Bank of Canada
Quebec, Canada
$820K +$311K +1,477 +61%
35 36
37
38 39