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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 %
WIC
126
Woodmont Investment Counsel
Tennessee
$22.3M +$1.32M +6,255 +6%
BF
127
Blankinship & Foster
California
$22.2M +$145K +687 +0.7%
WT
128
Whittier Trust
California
$22M -$19.4K -92 -0.1%
HWM
129
HB Wealth Management
Georgia
$21.9M -$652K -3,093 -3%
CFGS
130
Concourse Financial Group Securities
Alabama
$21.6M -$967K -4,587 -4%
AWS
131
Atria Wealth Solutions
New York
$21.4M +$1.56M +7,373 +8%
NAS
132
Nicolet Advisory Services
Wisconsin
$21.3M +$2.24M +10,821 +12%
AAP
133
Arax Advisory Partners
Colorado
$21.2M +$529K +2,506 +3%
ABC
134
Associated Banc-Corp
Wisconsin
$21M +$945K +4,481 +5%
CWM
135
Cranbrook Wealth Management
Michigan
$20.9M -$2.62M -12,402 -11%
NYLIM
136
New York Life Investment Management
New York
$20.7M +$2.51M +11,883 +14%
MAM
137
Marquette Asset Management
Minnesota
$20.3M +$2.56M +12,127 +14%
SB
138
Simmons Bank
Arkansas
$20.3M -$820K -3,887 -4%
W
139
Wealthquest
Ohio
$20.1M +$441K +2,093 +2%
Brown Advisory
140
Brown Advisory
Maryland
$20.1M -$606K -2,875 -3%
AAS
141
Avantax Advisory Services
Texas
$20M +$1.98M +9,383 +11%
DIP
142
DT Investment Partners
Pennsylvania
$19.7M +$1.09M +5,234 +6%
FSC
143
Full Sail Capital
Oklahoma
$19.6M -$785K -3,723 -4%
AWS
144
AJ Wealth Strategies
New York
$19.6M -$622K -2,947 -3%
PFA
145
Pure Financial Advisors
California
$19.4M +$273K +1,295 +1%
Empower Advisory Group
146
Empower Advisory Group
Colorado
$19.4M +$19.4M +92,141 New
RRA
147
Round Rock Advisors
Connecticut
$19.1M +$685K +3,250 +4%
FA
148
Fiducient Advisors
Illinois
$19M +$8.14M +38,595 +75%
SFS
149
Searcy Financial Services
Kansas
$18.5M +$63.1K +299 +0.3%
ANTB
150
AMG National Trust Bank
Colorado
$18.5M +$452K +2,142 +3%
4 5
6
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