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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,494 hedge funds and large institutions have $30.2B invested in Vanguard Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 700 increasing their positions, 469 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
25.83%
Holding in Top 10
177
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.56%
% of All Funds
3.06%
New
80
Increased
700
Reduced
469
Closed
75
Calls
$19.4M
Puts
$5.49M
Net Calls
+$13.9M
Net Calls Change
+$4.33M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$145M
2
CTB
2
Country Trust Bank
Illinois
$58.3M
3
PFO
3
Pathstone Family Office
New Jersey
$113M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$187M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$408M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.74B
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$1.95M
3
PAG
3
Private Advisor Group
New Jersey
$49.1M
4
PA
4
PFG Advisors
Arizona
$2.14M
5
CAM
5
Cresset Asset Management
Illinois
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
1526
Kalos Management
Georgia
– -$350K -1,760 Closed
BFIM
1527
Beese Fulmer Investment Management
Ohio
– -$334K -1,697 Closed
HCM
1528
Hutchinson Capital Management
California
– -$312K -1,585 Closed
MP
1529
McDonald Partners
Ohio
– -$286K -1,452 Closed
TWP
1530
Total Wealth Planning
Ohio
– -$276K -1,399 Closed
MCM
1531
Mill Capital Management
North Carolina
– -$269K -1,366 Closed
AA
1532
Advisory Alpha
Michigan
– -$251K -1,272 Closed
OCG
1533
Opus Capital Group
Ohio
– -$242K -1,227 Closed
SWMG
1534
Signature Wealth Management Group
Georgia
– -$239K -1,214 Closed
BWM
1535
BigSur Wealth Management
Florida
– -$238K -1,207 Closed
SIM
1536
Sadoff Investment Management
Wisconsin
– -$236K -1,200 Closed
RSWM
1537
Robertson Stephens Wealth Management
California
– -$230K -1,168 Closed
VWM
1538
Venturi Wealth Management
Texas
– -$228K -1,158 Closed
PA
1539
Parkside Advisors
California
– -$224K -1,137 Closed
FAT
1540
First American Trust
California
– -$224K -1,137 Closed
SA
1541
Sunesis Advisors
Kansas
– -$221K -1,121 Closed
RPGK
1542
Retirement Planning Group (Kansas)
Kansas
– -$219K -1,113 Closed
TCOO
1543
Trust Company of Oklahoma
Oklahoma
– -$219K -1,111 Closed
SFP
1544
Strategic Financial Partners
Oregon
– -$213K -1,080 Closed
BIAS
1545
Beacon Investment Advisory Services
New Jersey
– -$211K -1,073 Closed
PWMG
1546
Provence Wealth Management Group
California
– -$206K -1,045 Closed
WFA
1547
Wellspring Financial Advisors
Ohio
– -$205K -1,043 Closed
CWM
1548
Collaborative Wealth Management
Florida
– -$204K -1,037 Closed
OCM
1549
Orser Capital Management
Texas
– -$204K -1,035 Closed
APG
1550
Abacus Planning Group
South Carolina
– -$204K -1,034 Closed
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