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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 %
IIL
1526
Insight Inv LLC
California
$40.3K – – –
HDIM
1527
Hanson & Doremus Investment Management
Vermont
$40K – – –
FCAG
1528
First Capital Advisors Group
New Jersey
$39.5K – – –
OSNBOA
1529
Old Second National Bank of Aurora
Illinois
$39.4K +$31.4K +149 +392%
BA
1530
Ballast Advisors
Minnesota
$38.2K – – –
HF
1531
Halpern Financial
Virginia
$38K -$11.8K -56 -24%
SIS
1532
Strategic Investment Solutions
Illinois
$37.8K +$37.8K +179 New
PFA
1533
Pathway Financial Advisers
Indiana
$36.6K -$19.6K -93 -35%
MIM
1534
MTM Investment Management
South Carolina
$34.8K – – –
GAG
1535
Goodman Advisory Group
Massachusetts
$34.8K – – –
CBT
1536
CoreFirst Bank & Trust
Kansas
$33.7K +$32.7K +155 +3,100%
TIM
1537
Tortoise Investment Management
New York
$31.8K – – –
AP
1538
Arlington Partners
Alabama
$31.6K – – –
CNBTD
1539
Citizens National Bank Trust Department
Mississippi
$31.2K – – –
AWM
1540
Atticus Wealth Management
Florida
$31.2K +$211 +1 +0.7%
OCM
1541
Orion Capital Management
California
$30.2K – – –
BCM
1542
Blume Capital Management
California
$29.3K – – –
KFS
1543
Kelly Financial Services
Massachusetts
$29.2K +$29.2K +139 New
IWP
1544
IAG Wealth Partners
Wisconsin
$28.3K – – –
AWM
1545
Aberdeen Wealth Management
Illinois
$28.1K – – –
RFA
1546
Register Financial Advisors
Georgia
$27.6K +$27.6K +131 New
AC
1547
Asio Capital
Kentucky
$27.4K +$1.06K +5 +4%
AWM
1548
Abound Wealth Management
Tennessee
$27.2K -$17.3K -82 -39%
MA
1549
MCF Advisors
Kentucky
$27.2K – – –
RFA
1550
Resurgent Financial Advisors
Georgia
$26.2K -$39.4K -187 -60%
60 61
62
63 64