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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 %
FCIM
1176
Fairview Capital Investment Management
California
$383K +$55.9K +265 +17%
CCFM
1177
Clear Creek Financial Management
Washington
$383K +$18.4K +87 +5%
NL
1178
NWAM LLC
Washington
$382K -$4.51M -21,390 -92%
CWM
1179
Congress Wealth Management
Massachusetts
$382K +$4.64K +22 +1%
IAG
1180
Investmark Advisory Group
Connecticut
$381K -$423K -2,004 -53%
NWMG
1181
National Wealth Management Group
Ohio
$379K -$86.3K -420 -19%
SMA
1182
Sage Mountain Advisors
Georgia
$378K +$1.48K +7 +0.4%
CFA
1183
CWS Financial Advisors
Michigan
$377K +$57.6K +273 +18%
1WA
1184
180 Wealth Advisors
Washington
$377K – – –
HIP
1185
HUB Investment Partners
Texas
$375K +$375K +1,779 New
TL
1186
Tradewinds LLC
North Carolina
$375K +$375K +1,777 New
FWCM
1187
Ferguson Wellman Capital Management
Oregon
$373K -$3.16K -15 -0.8%
TCM
1188
True Capital Management
California
$372K +$7.17K +34 +2%
Betterment LLC
1189
Betterment LLC
New York
$372K +$23.4K +111 +7%
TCPWM
1190
Traverso Chambers Private Wealth Management
California
$372K – – –
PFM
1191
Parsec Financial Management
North Carolina
$371K – – –
SAM
1192
Silvercrest Asset Management
New York
$370K – – –
LCM
1193
Logan Capital Management
Pennsylvania
$369K -$1.69K -8 -0.5%
NGA
1194
Naples Global Advisors
Florida
$364K – – –
WJA
1195
Willis Johnson & Associates
Texas
$363K -$21.5K -102 -6%
Chevy Chase Trust
1196
Chevy Chase Trust
Maryland
$363K – – –
WA
1197
Wambolt & Associates
Colorado
$362K -$28K -133 -7%
CAWM
1198
Capital Advisors Wealth Management
Washington
$361K +$361K +1,711 New
TFF
1199
The Family Firm
Maryland
$358K -$2.53K -12 -0.7%
TVWM
1200
Tower View Wealth Management
Wisconsin
$355K +$1.48K +7 +0.4%
46 47
48
49 50