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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 %
PWA
1351
Physician Wealth Advisors
Utah
$242K -$4.65K -22 -2%
PP
1352
Prosperity Planning
Missouri
$241K – – –
JWM
1353
JGP Wealth Management
Oregon
$241K +$241K +1,141 New
GKWIM
1354
Gerber Kawasaki Wealth & Investment Management
California
$238K +$5.91K +28 +3%
AA
1355
Advisory Alpha
Michigan
$238K -$87.5K -415 -27%
SWP
1356
Strategic Wealth Partners
Ohio
$237K +$237K +1,126 New
AA
1357
Argent Advisors
Louisiana
$236K – – –
CAL
1358
Capital Advisors Ltd
Ohio
$236K – – –
BMM
1359
Buffington Mohr McNeal
Idaho
$235K -$42.2K -200 -15%
TBWA
1360
Three Bridge Wealth Advisors
California
$235K +$235K +1,115 New
MCM
1361
Morton Capital Management
California
$234K – – –
TCM
1362
Tradewinds Capital Management
Washington
$234K -$4.22K -20 -2%
Commonwealth Equity Services
1363
Commonwealth Equity Services
Massachusetts
$234K +$23.8K +112,767 +11%
CCA
1364
Clearwater Capital Advisors
Illinois
$233K -$2.32K -11 -1%
RCG
1365
Resource Consulting Group
Florida
$232K – – –
WPC
1366
Waters Parkerson & Co
Louisiana
$232K – – –
GA
1367
Greenspring Advisors
Maryland
$232K – – –
SIMM
1368
Stillwater Investment Management (Minnesota)
Minnesota
$231K +$422 +2 +0.2%
FA
1369
FC Advisory
Pennsylvania
$231K +$22.8K +108 +11%
HIA
1370
HTG Investment Advisors
Connecticut
$231K – – –
GWS
1371
Glassman Wealth Services
Virginia
$230K -$2.53K -12 -1%
CFG
1372
Cooper Financial Group
California
$229K -$8.02K -38 -3%
JWBC
1373
J.W. Burns & Co
New York
$229K -$10.6K -50 -4%
IWMA
1374
Ironwood Wealth Management (Arizona)
Arizona
$229K +$1.48K +7 +0.6%
PAMG
1375
Patton Albertson Miller Group
Tennessee
$229K +$229K +1,084 New
53 54
55
56 57