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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 %
TPW
1376
Transatlantique Private Wealth
New York
$228K – – –
STCOSD
1377
Sageworth Trust Company of South Dakota
South Dakota
$228K – – –
GT
1378
Greenleaf Trust
Michigan
$225K +$225K +1,067 New
GC
1379
Garde Capital
Washington
$225K +$1.69K +8 +0.8%
BCMLT
1380
Beacon Capital Management LLC (Tennessee)
Tennessee
$224K -$18.1K -86 -7%
VWM
1381
Venturi Wealth Management
Texas
$222K +$10.1K +48 +5%
NEPWA
1382
New England Private Wealth Advisors
Massachusetts
$222K +$844 +4 +0.4%
PCM
1383
Presidio Capital Management
California
$219K +$1.06K +5 +0.5%
TSS
1384
Two Sigma Securities
New York
$219K +$219K +1,036 New
APG
1385
Abacus Planning Group
South Carolina
$218K – – –
WCP
1386
Wick Capital Partners
Pennsylvania
$217K +$217K +1,030 New
DP
1387
Dearborn Partners
Illinois
$217K +$1.27K +6 +0.6%
MCM
1388
Mendel Capital Management
Arkansas
$216K +$216K +1,025 New
GSB
1389
Greenfield Savings Bank
Massachusetts
$216K – – –
CAMG
1390
CWA Asset Management Group
Florida
$216K +$216K +1,024 New
GCMG
1391
Gyroscope Capital Management Group
Florida
$216K +$216K +1,022 New
NC
1392
NovaPoint Capital
Georgia
$215K +$215K +1,019 New
ZIM
1393
Zacks Investment Management
Illinois
$214K -$29.7K -141 -12%
PIM
1394
Penobscot Investment Management
Massachusetts
$214K +$214K +1,015 New
SM
1395
Sensible Money
Arizona
$212K – – –
CCM
1396
Coerente Capital Management
Ontario, Canada
$211K – – –
PGIM
1397
Pacific Global Investment Management
California
$210K – – –
CAP
1398
Columbia Advisory Partners
Washington
$209K -$57.8K -274 -22%
SC
1399
Searle & Co
Connecticut
$209K +$209K +1,000 New
FWP
1400
FAS Wealth Partners
Kansas
$209K -$36.7K -174 -15%
54 55
56
57 58