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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 %
ACM
1151
Advance Capital Management
Michigan
$419K -$3.16K -15 -0.7%
CWP
1152
Cyndeo Wealth Partners
Florida
$417K -$3.17K -15 -0.8%
LRPA
1153
L. Roy Papp & Associates
Arizona
$417K – – –
TF
1154
Tompkins Financial
New York
$412K -$35.9K -170 -8%
MCM
1155
Magnolia Capital Management
New York
$411K – – –
WTB
1156
Washington Trust Bank
Washington
$411K -$51K -242 -11%
OFG
1157
Orcam Financial Group
California
$410K +$410K +1,945 New
KTA
1158
Keeley-Teton Advisors
Illinois
$409K +$1.06K +5 +0.3%
RPGK
1159
Retirement Planning Group (Kansas)
Kansas
$408K +$86.1K +408 +27%
RFN
1160
Redwood Financial Network
Ohio
$407K +$13.7K +65 +3%
DP
1161
Divergent Planning
Maryland
$405K -$23M -108,933 -98%
CWM
1162
Chicago Wealth Management
Illinois
$404K – – –
LBA
1163
Lowell Blake & Associates
Massachusetts
$404K – – –
UL
1164
Unionview LLC
Washington
$403K +$1.69K +8 +0.4%
OWA
1165
Octavia Wealth Advisors
Ohio
$400K -$41.8K -198 -9%
FLA
1166
Financial Life Advisors
Texas
$398K -$42.8K -203 -10%
GWM
1167
GSB Wealth Management
Connecticut
$397K +$16.7K +79 +4%
BFA
1168
Beaumont Financial Advisors
Massachusetts
$394K +$1.06K +5 +0.3%
PTP
1169
Platform Technology Partners
New York
$393K +$15.8K +75 +4%
JCM
1170
Jacobi Capital Management
Pennsylvania
$392K +$85.4K +405 +28%
PSP
1171
Pacific Sage Partners
Washington
$390K – – –
HWM
1172
Heirloom Wealth Management
Colorado
$390K -$38.4K -182 -9%
AIM
1173
Athena Investment Management
California
$388K – – –
FFM
1174
Forum Financial Management
Illinois
$386K -$48.3K -229 -11%
SWA
1175
Strata Wealth Advisors
Texas
$385K +$385K +1,827 New
45 46
47
48 49