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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 %
IFAM
1426
Institutional & Family Asset Management
Colorado
$180K – – –
EDRH
1427
Edmond de Rothschild Holding
Switzerland
$180K – – –
WIM
1428
Westside Investment Management
California
$179K +$10.5K +50 +6%
TC
1429
Trust Company
Kansas
$178K – – –
C
1430
Covestor
United Kingdom
$175K +$7.79K +37 +5%
AC
1431
AlphaCore Capital
California
$172K – – –
APW
1432
Acima Private Wealth
Virginia
$172K – – –
CYG
1433
Clean Yield Group
Vermont
$170K -$21.1K -100 -11%
Kayne Anderson Rudnick Investment Management
1434
Kayne Anderson Rudnick Investment Management
California
$170K +$77K +365 +83%
KFI
1435
Key Financial Inc
Pennsylvania
$169K +$27.4K +130 +19%
CMBA
1436
C.M. Bidwell & Associates
Hawaii
$169K – – –
PCM
1437
Pointe Capital Management
Michigan
$165K +$165K +784 New
HC
1438
Hoese & Co
Minnesota
$150K – – –
SN
1439
Sittner & Nelson
Oregon
$149K +$30.4K +144 +26%
BAAM
1440
Baker Avenue Asset Management
California
$149K +$10.3K +49 +7%
CSWM
1441
Cassady Schiller Wealth Management
Ohio
$148K +$16.7K +79 +13%
AIC
1442
Archer Investment Corporation
Indiana
$145K – – –
GWSG
1443
GPS Wealth Strategies Group
Colorado
$143K +$143K +680 New
SWM
1444
Sugarloaf Wealth Management
Georgia
$141K -$37.6K -178 -21%
GIA
1445
Goodwin Investment Advisory
Georgia
$140K +$90.7K +430 +183%
MFA
1446
Morling Financial Advisors
California
$137K – – –
EBA
1447
Eagle Bay Advisors
New York
$136K -$47.9K -227 -26%
RA
1448
Rise Advisors
New York
$136K +$422 +2 +0.3%
FFA
1449
Founders Financial Alliance
North Carolina
$135K -$147K -696 -52%
IGWM
1450
ICA Group Wealth Management
Colorado
$134K +$29.5K +140 +28%
56 57
58
59 60