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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 %
RWA
1226
River Wealth Advisors
Pennsylvania
$327K +$12.9K +61 +4%
GF
1227
Gries Financial
Ohio
$327K +$50.8K +241 +18%
BWL
1228
Bogart Wealth LLC
Virginia
$326K +$211 +1 +0.1%
MC
1229
Moors & Cabot
Massachusetts
$326K -$633 -3 -0.2%
TC
1230
TownSquare Capital
Utah
$324K -$216K -1,025 -40%
BC
1231
Burney Company
Virginia
$324K -$4.43K -21 -1%
HWM
1232
Howard Wealth Management
Connecticut
$324K -$2.53K -12 -0.8%
FPGK
1233
Financial Partners Group (Kansas)
Kansas
$322K -$2.32K -11 -0.7%
EWM
1234
EPG Wealth Management
Georgia
$320K +$12.2K +58 +4%
CA
1235
Claro Advisors
Massachusetts
$319K +$422 +2 +0.1%
IAP
1236
Indie Asset Partners
Indiana
$318K – – –
SFA
1237
Seneca Financial Advisors
New York
$318K +$28.9K +137 +10%
NSAM
1238
North Star Asset Management
Wisconsin
$317K -$422 -2 -0.1%
HW
1239
Hamilton Wealth
California
$317K +$317K +1,505 New
SAM
1240
Strategy Asset Managers
California
$316K – – –
MPI
1241
Mairs & Power Inc
Minnesota
$314K +$314K +1,491 New
USCWA
1242
U.S. Capital Wealth Advisors
Texas
$312K -$1.06K -5 -0.3%
PI
1243
Pachira Investments
California
$311K +$31.4K +149 +11%
AWA
1244
Acorn Wealth Advisors
Michigan
$309K -$16.2K -77 -5%
RPWA
1245
Regent Peak Wealth Advisors
Georgia
$309K +$211 +1 +0.1%
SFM
1246
Signet Financial Management
New Jersey
$308K -$83.5K -396 -21%
MFG
1247
MidWestOne Financial Group
Iowa
$308K -$6.12K -29 -2%
ASFA
1248
All Season Financial Advisors
Colorado
$308K +$5.48K +26 +2%
EAM
1249
Evanson Asset Management
California
$307K +$422 +2 +0.1%
MWP
1250
Meridian Wealth Partners
Pennsylvania
$306K -$41.3K -196 -12%
48 49
50
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