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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 %
SB
1251
Sunflower Bank
Texas
$306K -$13.9K -66 -4%
KW
1252
KWB Wealth
California
$304K – – –
LMKC
1253
L.M. Kohn & Company
Ohio
$304K -$2.11K -10 -0.7%
NB
1254
NBT Bank
New York
$304K +$77K +365 +34%
WA1
1255
Wimmer Associates 1
California
$304K -$10.3K -50 -3%
CAM
1256
Congress Asset Management
Massachusetts
$301K – – –
SFS
1257
Strategic Financial Services
New York
$301K +$301K +1,425 New
HVP
1258
Hudson Value Partners
Florida
$300K – – –
CCM
1259
Crew Capital Management
Ohio
$300K -$109K -519 -27%
FPCP
1260
Fort Point Capital Partners
California
$298K +$21.7K +103 +8%
CAM
1261
Concorde Asset Management
Michigan
$297K +$1.27K +6 +0.4%
WAM
1262
WealthTrust Asset Management
Florida
$297K -$18.1K -86 -6%
PCH
1263
PGIM Custom Harvest
New Jersey
$297K -$125K -595 -30%
FIB
1264
First Interstate Bank
Montana
$296K +$422 +2 +0.1%
TCWM
1265
Total Clarity Wealth Management
Illinois
$295K -$64.5K -306 -18%
TA
1266
TKG Advisors
Indiana
$295K -$51.5K -244 -15%
SIM
1267
Sterling Investment Management
Arizona
$294K – – –
BMD
1268
Better Money Decisions
New Mexico
$294K +$422 +2 +0.1%
WFS
1269
Weitzel Financial Services
Iowa
$294K -$16.2K -77 -5%
TCM
1270
Triumph Capital Management
Colorado
$293K -$50.8K -241 -15%
NRC
1271
New Republic Capital
North Carolina
$293K – – –
WLPWM
1272
Walled Lake Planning & Wealth Management
Illinois
$293K +$21.1K +100 +8%
AIMC
1273
Alley Investment Management Company
Illinois
$293K +$633 +3 +0.2%
FNBOMD
1274
First National Bank of Mount Dora
Florida
$291K – – –
CFP
1275
Catalyst Financial Partners
Massachusetts
$291K -$675K -3,200 -70%
49 50
51
52 53