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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 %
VFA
951
Valeo Financial Advisors
Indiana
$761K +$690K +28,754 +968%
AA
952
Aire Advisors
California
$758K -$76.5K -363 -9%
RWM
953
Rockwood Wealth Management
Pennsylvania
$756K – – –
PC
954
Pecaut & Co
Iowa
$756K +$26.4K +125 +4%
HFS
955
Heritage Financial Services
Massachusetts
$756K -$264K -1,253 -26%
LPIC
956
LeJeune Puetz Investment Counsel
Michigan
$755K +$42.2K +200 +6%
CWM
957
Curi Wealth Management
North Carolina
$754K +$4.22K +20 +0.6%
FAG
958
Fortitude Advisory Group
Washington
$754K +$75.9K +360 +11%
WA
959
WBH Advisory
Maryland
$754K +$754K +3,577 New
BWP
960
BSW Wealth Partners
Colorado
$745K -$9.07K -43 -1%
BA
961
BCM Advisors
Louisiana
$741K +$20.7K +99 +3%
LA
962
Legacy Advisors
Pennsylvania
$740K +$11.4K +54 +2%
C
963
Certuity
Florida
$739K +$136K +644 +23%
MPW
964
Melone Private Wealth
Michigan
$738K -$250K -1,209 -25%
ES
965
ETF Store
Kansas
$730K +$2.89K +14 +0.4%
EWA
966
Etesian Wealth Advisors
Oregon
$729K -$211K -1,000 -22%
SIC
967
Sigma Investment Counselors
Michigan
$726K +$1.27K +6 +0.2%
CA
968
Crewe Advisors
Utah
$725K -$16.7K -79 -2%
BAG
969
Bridgewealth Advisory Group
California
$720K -$16K -76 -2%
SWM
970
SeaCrest Wealth Management
New York
$718K +$5.7K +27 +0.8%
AIFAIM
971
American Institute for Advanced Investment Management
Arizona
$714K -$187K -888 -21%
IMOV
972
Investment Management of Virginia
Virginia
$714K – – –
NFP
973
NorthLanding Financial Partners
New York
$714K +$30.6K +145 +4%
CD
974
Chapin Davis
Maryland
$713K +$199K +942 +39%
PL
975
Plancorp LLC
Missouri
$712K -$8.65K -41 -1%
37 38
39
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