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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 %
APC
1601
Aspire Private Capital
North Carolina
$2.74K – – –
SIS
1602
Sound Income Strategies
Florida
$2.53K -$13.9K -66 -85%
AIA
1603
Arcadia Investment Advisors
Idaho
$2.32K – – –
WBC
1604
West Branch Capital
Massachusetts
$2.11K – – –
MHR
1605
Matthew Hamilton Rosenberg
$2.11K – – –
VCM
1606
Viewpoint Capital Management
Washington
$1.9K – – –
LCOV
1607
London Company of Virginia
Virginia
$1.69K -$20.5K -97 -92%
WWP
1608
WR Wealth Planners
Missouri
$1.48K -$2.32K -11 -61%
NA
1609
Nordwand Advisors
Pennsylvania
$1.06K +$1.06K +5 New
NSG
1610
Nalls Sherbakoff Group
Tennessee
$830 +$830 +4 New
BNP Paribas Financial Markets
1611
BNP Paribas Financial Markets
France
$633 +$633 +3 New
BA
1612
Bellwether Advisors
Nebraska
$421 -$421 -2 -50%
PG
1613
Prostatis Group
Maryland
– -$6.46M -31,673 Closed
MHS
1614
M Holdings Securities
Oregon
– -$5.14M -25,236 Closed
TWA
1615
Tillar-Wenstrup Advisors
Ohio
– -$5.01M -24,562 Closed
MWA
1616
MFA Wealth Advisors
Pennsylvania
– -$4.76M -23,355 Closed
SG
1617
StoneX Group
New York
– -$3.91M -19,190 Closed
CWM
1618
Capital Wealth Management
Rhode Island
– -$2.97M -14,589 Closed
HIM
1619
Hanlon Investment Management
New Jersey
– -$2.07M -10,158 Closed
CCP
1620
Clarkston Capital Partners
Michigan
– -$1.96M -9,637 Closed
RWA
1621
Rooted Wealth Advisors
Illinois
– -$1.35M -6,604 Closed
HAS
1622
HBW Advisory Services
California
– -$1.32M -6,487 Closed
EB
1623
Eastern Bank
Massachusetts
– -$1.17M -5,763 Closed
AIA
1624
Acute Investment Advisory
Arizona
– -$879K -4,313 Closed
PFM
1625
Patton Fund Management
Texas
– -$849K -4,164 Closed
63 64
65
66 67