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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 %
SWM
1076
Silverlake Wealth Management
Vermont
$508K +$143K +676 +39%
DI
1077
Diligent Investors
California
$507K – – –
FPAS
1078
Focus Partners Advisor Solutions
Missouri
$507K -$2.27M -10,757 -82%
EP
1079
Eudaimonia Partners
Tennessee
$506K +$90.5K +429 +22%
FNWM
1080
Financial Network Wealth Management
Utah
$505K +$10.8K +51 +2%
GW
1081
GW & Wade
Massachusetts
$502K +$6.74K +32 +1%
VFPW
1082
Vantage Financial Partners (Wisconsin)
Wisconsin
$500K -$21.5K -102 -4%
TFM
1083
TFC Financial Management
Massachusetts
$498K +$1.9K +9 +0.4%
BIM
1084
Baldwin Investment Management
Pennsylvania
$498K +$633 +3 +0.1%
HHRDM
1085
H&H Retirement Design & Management
Nevada
$496K -$3.93M -18,636 -89%
MCM
1086
Mengis Capital Management
Oregon
$493K – – –
AI
1087
Accredited Investors
Minnesota
$492K +$20.7K +98 +4%
SBH
1088
Segall Bryant & Hamill
Illinois
$491K -$33.1K -157 -6%
TIA
1089
Traphagen Investment Advisors
New Jersey
$488K -$472K -2,236 -49%
SWM
1090
SFG Wealth Management
Maryland
$487K -$58.2K -276 -11%
LRIA
1091
Leonard Rickey Investment Advisors
Washington
$485K -$82.1K -389 -14%
SA
1092
Strategic Advisors
New York
$485K -$1.48M -6,998 -75%
JPLA
1093
Joseph P. Lucia & Associates
New York
$485K -$12.7K -60 -3%
AG
1094
Ascent Group
Virginia
$484K -$4.85K -23 -1%
AWM
1095
Accel Wealth Management
Iowa
$482K -$3.37K -16 -0.7%
GGS
1096
Galvin Gaustad & Stein
Arizona
$482K -$88.6K -420 -16%
PFSC
1097
Peoples Financial Services Corp
Pennsylvania
$482K +$23K +109 +5%
MLL
1098
Moody Lynn & Lieberson
Massachusetts
$480K +$12.7K +60 +3%
WIC
1099
Willis Investment Counsel
Georgia
$480K – – –
D
1100
Dentgroup
Louisiana
$480K +$3.38K +16 +0.7%
42 43
44
45 46