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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 %
AP
1026
Americana Partners
Texas
$594K – – –
AFG
1027
Allegheny Financial Group
Pennsylvania
$593K +$18.8K +89 +3%
BWM
1028
Birchcreek Wealth Management
Ohio
$592K +$182K +863 +44%
LWCFA
1029
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$587K +$587K +2,785 New
WW
1030
Westshore Wealth
California
$587K -$28.1K -133 -5%
AA
1031
Aufman Associates
Pennsylvania
$586K +$2.32K +11 +0.4%
MFG
1032
Merit Financial Group
Georgia
$584K -$468K -2,218 -44%
CF
1033
Cantor Fitzgerald
New York
$580K -$473K -2,241 -45%
CIA
1034
Capital Investment Advisors
Georgia
$580K -$169K -803 -23%
LDB
1035
Lee, Danner & Bass
Tennessee
$578K – – –
MPCG
1036
Matrix Private Capital Group
New York
$569K -$222K -1,053 -28%
TNB
1037
Thomasville National Bank
Georgia
$569K +$100K +475 +21%
FB
1038
Fulton Bank
Pennsylvania
$568K +$10.1K +48 +2%
ML
1039
Mayport LLC
Massachusetts
$566K – – –
MPM
1040
Meritage Portfolio Management
Kansas
$564K -$7.17K -34 -1%
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$563K +$71.1K +337 +14%
CSPAM
1042
Cary Street Partners Asset Management
Virginia
$560K -$117K -556 -17%
WG
1043
Welch Group
Alabama
$558K -$8.23K -39 -1%
RCA
1044
Ranch Capital Advisors
Florida
$555K -$844 -4 -0.2%
TI
1045
Trexquant Investment
Connecticut
$554K +$306K +1,452 +123%
BC
1046
Bowman & Company
Wisconsin
$554K -$43.9K -208 -7%
MPW
1047
Monterey Private Wealth
California
$552K +$106K +504 +24%
CAI
1048
Capital Advisors Inc
Oklahoma
$552K -$7.8K -37 -1%
FCA
1049
Fortis Capital Advisors
Kansas
$551K -$16.9K -80 -3%
WP
1050
Westmount Partners
California
$549K +$2.74K +13 +0.5%
40 41
42
43 44