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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 %
WAG
1651
Windsor Advisory Group
Ohio
– -$146K -715 Closed
PWMG
1652
Prestige Wealth Management Group
New Jersey
– -$143K -700 Closed
FNBOSM
1653
First National Bank of South Miami
Florida
– -$88K -431 Closed
ACP
1654
Arcus Capital Partners
Georgia
– -$80.5K -395 Closed
AWM
1655
Accurate Wealth Management
Florida
– -$73.6K -350 Closed
LWP
1656
Laurel Wealth Planning
Minnesota
– -$50.7K -249 Closed
ZIG
1657
Zullo Investment Group
Pennsylvania
– -$42.2K -207 Closed
WCAMG
1658
Woodard & Company Asset Management Group
North Carolina
– -$40.8K -200 Closed
GMA
1659
Glassy Mountain Advisors
Maryland
– -$38.7K -190 Closed
CWA
1660
Core Wealth Advisors
Florida
– -$32K -157 Closed
HT
1661
Headlands Technologies
Illinois
– -$22K -110 Closed
AC
1662
Arjuna Capital
North Carolina
– -$17.3K -85 Closed
WHG
1663
Westwood Holdings Group
Texas
– -$16K -80 Closed
BEI
1664
Benjamin Edwards Inc
Missouri
– -$8K -41 Closed
CWA
1665
Carolina Wealth Advisors
South Carolina
– -$4K -20 Closed
NFSG
1666
Newbridge Financial Services Group
Florida
– -$3.61K -18 Closed
MS
1667
Madden Securities
Texas
– -$2.85K -14 Closed
MWM
1668
MinichMacGregor Wealth Management
New York
– -$2.04K -10 Closed
DCM
1669
Davidson Capital Management
Texas
– -$815 -4 Closed
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