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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 %
WA
1401
Wealthstream Advisors
New York
$209K -$1.27K -6 -0.6%
RIL
1402
Rothschild Investment LLC
Illinois
$208K – – –
SI
1403
Saxon Interests
Texas
$206K -$38K -180 -16%
SFP
1404
Strategic Financial Planning
Texas
$206K +$206K +975 New
HIS
1405
Horizon Investment Services
Indiana
$205K +$205K +973 New
LFA
1406
Legacy Financial Advisors
Kentucky
$205K +$205K +972 New
ERWM
1407
Elk River Wealth Management
Colorado
$205K +$205K +971 New
JCM
1408
Janney Capital Management
Pennsylvania
$204K +$204K +965 New
JIP
1409
Jaffetilchin Investment Partners
Florida
$204K +$204K +967 New
HI
1410
Harper Investing
California
$203K -$255K -1,207 -56%
NWM
1411
Northwest Wealth Management
Iowa
$203K +$203K +961 New
WIP
1412
WealthCare Investment Partners
Rhode Island
$203K +$203K +961 New
CFAM
1413
Coury Firm Asset Management
Pennsylvania
$203K +$203K +961 New
CCA
1414
Cobblestone Capital Advisors
New York
$201K -$87.5K -415 -30%
VAS
1415
Vestmark Advisory Solutions
Massachusetts
$201K -$42K -199 -17%
TAM
1416
Tocqueville Asset Management
New York
$201K +$201K +952 New
ZB
1417
Zions Bancorporation
Utah
$200K – – –
AWAG
1418
ARS Wealth Advisors Group
Florida
$200K -$76.6K -363 -28%
BlackRock
1419
BlackRock
New York
$197K -$39.1M -185,342 -99%
IAIM
1420
Industrial Alliance Investment Management
Quebec, Canada
$193K -$159K -754 -45%
Barclays
1421
Barclays
United Kingdom
$193K – – –
PMFA
1422
Plante Moran Financial Advisors
Michigan
$189K +$63.7K +302 +51%
NSIM
1423
North Star Investment Management
Illinois
$187K – – –
SHIM
1424
Stone House Investment Management
Pennsylvania
$186K +$186K +883 New
TWM
1425
Tradition Wealth Management
Minnesota
$181K -$2.95K -14 -2%
55 56
57
58 59