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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 %
BCM
1126
Basso Capital Management
Connecticut
$448K – – –
FA
1127
Fiduciary Alliance
South Carolina
$448K – – –
TA
1128
TFB Advisors
Kansas
$446K +$8.44K +40 +2%
FA
1129
Financial Alternatives
California
$445K – – –
CCM
1130
Carlson Capital Management
Minnesota
$444K -$844 -4 -0.2%
Wealth Enhancement Advisory Services
1131
Wealth Enhancement Advisory Services
Minnesota
$442K +$442K +2,097 New
BFM
1132
Boston Financial Management
Massachusetts
$441K -$62.4K -296 -12%
CP
1133
Castleview Partners
Texas
$441K +$211 +1 +0%
CT
1134
Colonial Trust
South Carolina
$439K -$1.4M -6,639 -76%
MAS
1135
Madden Advisory Services
Florida
$438K +$1.9K +9 +0.4%
PFWA
1136
Paces Ferry Wealth Advisors
Georgia
$437K -$40.5K -192 -8%
WF
1137
Wayfinding Financial
Washington
$436K +$95.2K +452 +28%
FWTB
1138
First Western Trust Bank
Colorado
$436K +$117K +554 +37%
SRWM
1139
Shira Ridge Wealth Management
California
$436K -$1.69K -8 -0.4%
SPW
1140
Sonoma Private Wealth
California
$433K +$433K +2,052 New
B
1141
Bensler
Washington
$432K -$70.7K -335 -14%
BWM
1142
Blossom Wealth Management
California
$432K +$5.48K +26 +1%
MIG
1143
McGuire Investment Group
Rhode Island
$432K +$14.6K +69 +3%
STB
1144
S&T Bank
Pennsylvania
$432K – – –
DI
1145
DFPG Investments
Utah
$432K +$202K +958 +88%
NA
1146
Nottingham Advisors
New York
$430K -$35.4K -168 -8%
BCG
1147
Breakwater Capital Group
New Jersey
$429K -$2.95K -14 -0.7%
LOPW
1148
Live Oak Private Wealth
North Carolina
$425K +$153K +727 +56%
VNA
1149
Valley National Advisers
Pennsylvania
$423K -$37.7K -179 -8%
WP
1150
WealthPLAN Partners
Nebraska
$421K -$31.8K -151 -7%
44 45
46
47 48