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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 %
CCA
1551
Column Capital Advisors
Indiana
$25.5K +$11.8K +56 +86%
CMP
1552
Coston McIsaac & Partners
Maine
$25K -$22.7K -110 -48%
CB
1553
CNB Bank
Pennsylvania
$24.9K – – –
CCM
1554
Copeland Capital Management
Pennsylvania
$24K -$595K -2,826 -96%
HBW
1555
Hazlett, Burt & Watson
West Virginia
$24K +$205 +1 +0.9%
FFA
1556
Fairfield Financial Advisors
Massachusetts
$22.6K – – –
PGAM
1557
Princeton Global Asset Management
New Jersey
$22.1K +$22.1K +105 New
AWM
1558
AllSquare Wealth Management
New York
$21.1K – – –
AIA
1559
Armor Investment Advisors
North Carolina
$21.1K – – –
EK
1560
Evensky & Katz
Florida
$21K -$4.83K -23 -19%
AAG
1561
Armstrong Advisory Group
Massachusetts
$20.2K – – –
KM
1562
Kalos Management
Georgia
$19.8K – – –
MAWA
1563
Moss Adams Wealth Advisors
Washington
$18.4K -$2.74K -13 -13%
FCA
1564
FinTrust Capital Advisors
South Carolina
$18.3K – – –
AP
1565
Atwood & Palmer
Missouri
$17.9K – – –
TAM
1566
Tucker Asset Management
Colorado
$17.1K -$1.48K -7 -8%
OHWP
1567
Oak Harbor Wealth Partners
North Carolina
$17.1K – – –
DAC
1568
Dividend Assets Capital
South Carolina
$17K – – –
RMC
1569
Resources Management Corp
Connecticut
$17K +$10.2K +92 +151%
EWA
1570
EverSource Wealth Advisors
Alabama
$16.8K – – –
BLC
1571
Brown, Lisle/Cummings
Rhode Island
$16.7K – – –
TC
1572
Truvestments Capital
Florida
$16.2K +$15.2K +72 +1,440%
GWSA
1573
Global Wealth Strategies & Associates
Colorado
$15.8K – – –
OA
1574
Operose Advisors
Wisconsin
$15.2K +$5.05K +24 +50%
SFC
1575
SYM Financial Corp
Indiana
$14.8K -$124K -586 -89%
61 62
63
64 65