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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 %
PFT
1301
Providence First Trust
Arizona
$278K -$51.9K -246 -16%
AWP
1302
Accretive Wealth Partners
New Jersey
$277K – – –
TT
1303
TI-Trust
Illinois
$277K -$23.2K -110 -8%
WFA
1304
WMG Financial Advisors
Tennessee
$275K -$24.3K -115 -8%
WAM
1305
WNY Asset Management
New York
$273K -$7.8K -37 -3%
CWM
1306
Cedar Wealth Management
California
$272K -$49.6K -235 -15%
CC
1307
Cannell & Co
New York
$272K -$2.32K -11 -0.8%
PAM
1308
Private Asset Management
California
$271K -$34.8K -165 -11%
FBC
1309
Fairfield, Bush & Co
Connecticut
$271K +$42.2K +200 +18%
LSPW
1310
Lake Street Private Wealth
Illinois
$270K -$1.69K -8 -0.6%
CCA
1311
Cora Capital Advisors
New Jersey
$267K -$51.9K -246 -16%
CWS
1312
Confluence Wealth Services
Pennsylvania
$266K -$54.8K -260 -17%
SW
1313
SkyOak Wealth
Michigan
$266K -$29.7K -141 -10%
LIM
1314
Lathrop Investment Management
Arkansas
$266K – – –
CFC
1315
Coyle Financial Counsel
Illinois
$266K -$1.06K -5 -0.4%
WPP
1316
Whalerock Point Partners
Rhode Island
$265K – – –
EW
1317
Element Wealth
Mississippi
$265K -$10.8K -51 -4%
EWM
1318
Endurance Wealth Management
Rhode Island
$264K – – –
IDA
1319
Intelligence Driven Advisers
California
$263K – – –
DA
1320
Detalus Advisors
Missouri
$263K +$54.2K +257 +26%
MPPLM
1321
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$263K – – –
DJYG
1322
David J. Yvars Group
Florida
$262K – – –
EBT
1323
Enterprise Bank & Trust
Massachusetts
$262K – – –
FAT
1324
First American Trust
California
$261K – – –
KOMWMG
1325
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$260K +$1.06K +5 +0.4%
51 52
53
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