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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 %
AWA
1051
Aletheian Wealth Advisors
Washington
$545K – – –
DPI
1052
Diversified Portfolios Inc
Michigan
$543K -$41.5K -197 -7%
PEA
1053
Park Edge Advisors
Ohio
$541K +$236K +1,121 +78%
AWC
1054
Adamsbrown Wealth Consultants
Kansas
$537K -$5.48K -26 -1%
WC
1055
Waterloo Capital
Texas
$536K +$536K +2,541 New
SB
1056
Strategic Blueprint
Georgia
$535K -$45.8K -217 -8%
DDC
1057
DF Dent & Co
Maryland
$534K -$65.8K -312 -11%
IA
1058
IFG Advisory
Georgia
$533K -$2.32K -11 -0.4%
CWM
1059
Chemistry Wealth Management
New York
$532K +$422 +2 +0.1%
MIA
1060
Milestone Investment Advisors
Wisconsin
$528K +$82.7K +392 +19%
OW
1061
Olistico Wealth
Oklahoma
$528K +$422 +2 +0.1%
SFS
1062
Summit Financial Strategies
Ohio
$525K +$318K +1,506 +153%
FDCDDQ
1063
Federation des caisses Desjardins du Quebec
Quebec, Canada
$522K +$51.7K +245 +11%
FF
1064
Francis Financial
$521K – – –
PO
1065
Private Ocean
California
$521K -$4.01K -19 -0.8%
LFA
1066
LifeGuide Financial Advisors
Pennsylvania
$521K – – –
SC
1067
Slow Capital
California
$520K -$18.4K -87 -3%
CWC
1068
Carolinas Wealth Consulting
North Carolina
$517K -$45.8K -217 -8%
RWM
1069
Ritholtz Wealth Management
New York
$515K +$8.23K +39 +2%
HW
1070
Hancock Whitney
Mississippi
$510K +$13.9K +66 +3%
FIA
1071
Foundations Investment Advisors
Arizona
$510K +$278K +1,317 +120%
BWM
1072
Baron Wealth Management
Michigan
$510K -$15.6K -74 -3%
GD
1073
Grandfield & Dodd
New York
$510K +$13.7K +65 +3%
KLI
1074
Kelman-Lazarov Inc
Tennessee
$509K +$24.5K +116 +5%
RFN
1075
RDA Financial Network
Iowa
$509K +$5.27K +25 +1%
41 42
43
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