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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 %
VFIC
976
Valley Forge Investment Consultants
Pennsylvania
$711K +$422 +2 +0.1%
RWP
977
RWA Wealth Partners
Massachusetts
$706K +$237K +1,125 +51%
WEG
978
World Equity Group
Illinois
$703K +$591K +13,089 +529%
AFG
979
ABLE Financial Group
Arizona
$695K +$695K +3,293 New
OFG
980
Oxford Financial Group
Indiana
$691K – – –
OCFG
981
O'Connor Financial Group
Illinois
$685K +$685K +3,247 New
ECM
982
Evergreen Capital Management
Washington
$684K -$39.9K -189 -6%
MBT
983
Montecito Bank & Trust
California
$684K -$2.53K -12 -0.4%
TW
984
Transform Wealth
Colorado
$684K +$244K +1,156 +55%
GWM
985
Geneos Wealth Management
Colorado
$683K +$21.9K +104 +3%
PT
986
Plimoth Trust
Massachusetts
$680K +$235K +1,112 +53%
FCM
987
Fortis Capital Management
Washington
$677K +$125K +593 +23%
NAM
988
NTV Asset Management
West Virginia
$677K +$293K +1,388 +76%
FCB
989
First County Bank
Connecticut
$677K +$302K +1,430 +80%
BWCS
990
Beirne Wealth Consulting Services
Connecticut
$677K +$677K +3,209 New
LNWWM
991
Laird Norton Wetherby Wealth Management
California
$675K +$3.59K +17 +0.5%
SHFA
992
SC&H Financial Advisors
Maryland
$673K – – –
HA
993
Herold Advisors
New York
$671K +$183K +868 +37%
OFS
994
Oldfather Financial Services
Nebraska
$671K -$228K -1,082 -25%
PB
995
Pinnacle Bancorp
Nebraska
$668K +$290K +1,376 +77%
MWM
996
Mission Wealth Management
California
$666K -$185K -877 -22%
ONST
997
Old North State Trust
North Carolina
$666K +$131K +620 +24%
SLWA
998
San Luis Wealth Advisors
California
$664K +$664K +3,148 New
BBHC
999
Brown Brothers Harriman & Co
New York
$662K +$90.5K +429 +16%
S
1000
SignatureFD
Georgia
$662K -$87.1K -413 -12%
38 39
40
41 42