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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 %
GP
1201
Girard Partners
Pennsylvania
$355K -$979K -4,639 -73%
ACM
1202
Ategra Capital Management
Virginia
$352K – – –
PWW
1203
Pettyjohn Wood & White
Virginia
$352K +$35K +166 +11%
WTFG
1204
Wells Trecaso Financial Group
Ohio
$352K +$2.11K +10 +0.6%
ECG
1205
EPIQ Capital Group
California
$351K +$1.27K +6 +0.4%
OC
1206
Oakworth Capital
Alabama
$350K -$1.06K -5 -0.3%
LWMG
1207
Levy Wealth Management Group
Pennsylvania
$350K +$30.8K +146 +10%
FFA
1208
Farther Finance Advisors
California
$350K +$99.6K +472 +40%
EA
1209
Ellsworth Advisors
Ohio
$348K +$633 +3 +0.2%
ML
1210
McAdam LLC
Pennsylvania
$347K +$157K +742 +82%
BIAS
1211
Beacon Investment Advisory Services
New Jersey
$341K -$9.91K -47 -3%
GAB
1212
German American Bancorp
Indiana
$341K – – –
FFBTD
1213
First Financial Bank - Trust Division
Ohio
$341K -$844 -4 -0.2%
HWA
1214
HHM Wealth Advisors
Tennessee
$341K – – –
FNBT
1215
FineMark National Bank & Trust
Florida
$340K -$1.06K -5 -0.3%
CW
1216
CIC Wealth
Maryland
$340K – – –
RJTCONH
1217
Raymond James Trust Company of New Hampshire
New Hampshire
$340K -$105K -496 -24%
JFGIW
1218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$337K +$157K +743 +87%
IF
1219
Intrua Financial
Texas
$334K +$69.4K +338 +26%
MA
1220
Mangham Associates
Virginia
$331K -$4.65K -22 -1%
LNWTC
1221
Laird Norton Wetherby Trust Company
Washington
$330K -$5.27K -25 -2%
MWM
1222
Madison Wealth Management
Ohio
$329K +$211 +1 +0.1%
VPP
1223
Vertex Planning Partners
Illinois
$329K +$68.5K +325 +26%
MCC
1224
Money Concepts Capital
Florida
$329K +$296K +39,091 +914%
WCWM
1225
Willow Creek Wealth Management
California
$328K -$1.9K -9 -0.6%
47 48
49
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