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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 %
Corient Private Wealth
76
Corient Private Wealth
Florida
$48.8M +$7.86M +37,269 +19%
CA
77
Clearstead Advisors
Ohio
$48.2M +$1.73M +8,224 +4%
PAI
78
Pittenger & Anderson Inc
Nebraska
$47M +$3.46M +16,398 +8%
NQWM
79
Northwest Quadrant Wealth Management
Oregon
$46.2M +$1.34M +6,333 +3%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$43.9M +$6.41M +30,376 +17%
EH
81
Equitable Holdings
New York
$43.9M +$3.61M +17,115 +9%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$43.5M -$2.22M -10,522 -5%
NA
83
NewEdge Advisors
Louisiana
$42.9M -$2.14M -10,184 -5%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$42.3M -$2.02M -43,768 -5%
CAAS
85
Capital Asset Advisory Services
Michigan
$41.4M +$1.29M +6,122 +3%
CWM
86
Connecticut Wealth Management
Connecticut
$39.2M +$3.91M +18,522 +11%
US Bancorp
87
US Bancorp
Minnesota
$38.9M -$1.43M -6,775 -4%
VVP
88
Venture Visionary Partners
Ohio
$37.9M +$579K +2,745 +2%
ME
89
McIlrath & Eck
Washington
$37.8M -$638K -3,027 -2%
CAN
90
Cetera Advisor Networks
California
$36.7M +$926K +4,391 +3%
AFAS
91
Acorn Financial Advisory Services
Virginia
$36.3M -$75.1K -356 -0.2%
CA
92
Cetera Advisors
Colorado
$36.1M +$2.7M +12,779 +8%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$35M -$7.77M -37,098 -18%
AFG
94
Arkansas Financial Group
Arkansas
$34.9M -$298K -1,412 -0.8%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$34.9M +$14.6M +69,103 +72%
TTWM
96
TCV Trust & Wealth Management
Virginia
$34.7M -$129K -612 -0.4%
AWM
97
AE Wealth Management
Kansas
$33.5M +$800K +3,794 +2%
OHWA
98
Oak Hill Wealth Advisors
Virginia
$33.5M +$820K +3,887 +3%
ACM
99
Alpha Capital Management
Texas
$33.4M – – –
CI
100
CX Institutional
Indiana
$33.3M -$3.71M -17,594 -10%
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4
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