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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 %
RTC
1576
Riverview Trust Company
Washington
$12.2K +$1.06K +5 +9%
PPWM
1577
PFG Private Wealth Management
Florida
$11.6K -$1.9K -9 -14%
HCM
1578
Highlander Capital Management
New Jersey
$11K – – –
WAM
1579
WFA Asset Management
Wisconsin
$11K – – –
IRAG
1580
Investment Research & Advisory Group
Georgia
$10.8K +$2.53K +12 +31%
CMA
1581
Cedar Mountain Advisors
Oregon
$10.8K +$9.07K +43 +538%
FWM
1582
Focused Wealth Management
New York
$10.6K – – –
HCP
1583
Hexagon Capital Partners
Arkansas
$10.5K +$10.5K +50 New
SIC
1584
SJS Investment Consulting
Ohio
$10.5K +$10.5K +50 New
AIP
1585
Ameritas Investment Partners
Nebraska
$10K +$209 +1 +2%
RAM
1586
Riggs Asset Management
Pennsylvania
$8.44K -$15.8K -75 -65%
VWM
1587
Valley Wealth Managers
New Jersey
$8.44K – – –
HMS
1588
Hanseatic Management Services
New Mexico
$8K – – –
NECFA
1589
New England Capital Financial Advisors
Connecticut
$7.62K – – –
TFA
1590
Transamerica Financial Advisors
Florida
$7K – – –
CBT
1591
Central Bank & Trust
Kentucky
$6.96K -$16.2K -77 -70%
PA
1592
PSI Advisors
Florida
$6.01K -$27.6K -133 -82%
CAM
1593
Costello Asset Management
Pennsylvania
$5.91K – – –
TWD
1594
True Wealth Design
Ohio
$5.27K – – –
BWP
1595
Baldwin Wealth Partners
Massachusetts
$4.85K – – –
SVCP
1596
Silicon Valley Capital Partners
California
$4.8K – – –
EL
1597
EMFO LLC
Florida
$4.64K – – –
MCM
1598
MV Capital Management
Maryland
$3.8K – – –
HCM
1599
Hollencrest Capital Management
California
$3.8K +$3.8K +18 New
AA
1600
AlphaMark Advisors
Kentucky
$3K +$3K +13 New
62 63
64
65 66