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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 %
CPFP
1451
Clear Perspectives Financial Planning
Ohio
$133K -$6.33K -30 -5%
RLIM
1452
Red Lighthouse Investment Management
New York
$132K – – –
TH
1453
TCTC Holdings
Texas
$131K – – –
FA
1454
Faithward Advisors
Pennsylvania
$130K -$277K -1,347 -68%
CWM
1455
Compass Wealth Management
Connecticut
$130K – – –
CPA
1456
Cardiff Park Advisors
California
$129K +$422 +2 +0.3%
FPFS
1457
First Personal Financial Services
North Carolina
$120K -$31.2K -148 -21%
HGERS
1458
Householder Group Estate & Retirement Specialist
Arizona
$118K +$118K +561 New
PAIM
1459
Punch & Associates Investment Management
Minnesota
$118K – – –
CB
1460
Community Bank
New York
$116K -$56.5K -268 -33%
TFA
1461
Toth Financial Advisory
Virginia
$115K – – –
IF
1462
Integrity Financial
Wyoming
$115K +$1.9K +9 +2%
MFG
1463
Monumental Financial Group
Maryland
$114K +$114K +541 New
SC
1464
Solstein Capital
California
$113K – – –
PP
1465
Pacifica Partners
Canada
$113K +$206 +1 +0.2%
LB
1466
Legacy Bridge
Iowa
$113K – – –
LWANC
1467
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K +$30K +142 +37%
GTAM
1468
Global Trust Asset Management
Florida
$110K -$31.6K -150 -22%
PP
1469
PrairieView Partners
Minnesota
$110K – – –
MWP
1470
MYCIO Wealth Partners
Pennsylvania
$107K – – –
MLA
1471
MB, Levis & Associates
Pennsylvania
$102K +$2.95K +14 +3%
IFS
1472
Intelligent Financial Strategies
Minnesota
$101K +$211 +1 +0.2%
LF
1473
Lee Financial
Texas
$99.1K +$211 +1 +0.2%
MM
1474
Main Management
California
$97K – – –
BIA
1475
Bell Investment Advisors
California
$96.6K -$25.5K -121 -21%
57 58
59
60 61