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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 %
AWE
176
Avidian Wealth Enterprises
Texas
$14.7M +$14.7M +69,673 New
LNC
177
Lincoln National Corp
Pennsylvania
$14.6M +$513K +2,434 +4%
WIC
178
Whitegate Investment Counselors
New Hampshire
$14.6M +$289K +1,371 +2%
BWFA
179
Baltimore-Washington Financial Advisors
Maryland
$14.6M -$70K -332 -0.5%
HIMC
180
Heritage Investors Management Corp
Maryland
$14.6M -$93K -441 -0.6%
TFO
181
Tarbox Family Office
California
$14.2M -$138K -653 -1%
PRA
182
Pine Ridge Advisers
New York
$14M +$296K +1,405 +2%
NIM
183
Northeast Investment Management
Massachusetts
$13.9M +$228K +1,079 +2%
PA
184
Parallel Advisors
California
$13.8M +$3.16M +14,996 +30%
SIC
185
Salem Investment Counselors
North Carolina
$13.6M +$67.3K +319 +0.5%
FMWA
186
Forvis Mazars Wealth Advisors
Missouri
$13.5M +$3.17M +15,045 +31%
CWA
187
Consilio Wealth Advisors
Washington
$13.5M -$433K -2,053 -3%
BP
188
Ballentine Partners
Massachusetts
$13.5M +$105K +496 +0.8%
NFG
189
Nations Financial Group
Iowa
$13.4M +$671K +3,179 +5%
BWM
190
BerganKDV Wealth Management
Minnesota
$13.4M +$863K +4,093 +7%
IB
191
Intrust Bank
Kansas
$13.4M -$2.7M -12,805 -17%
FFS
192
Founders Financial Securities
Maryland
$13.3M +$2.82M +13,355 +27%
SRC
193
Sage Rhino Capital
California
$13.2M -$309K -1,466 -2%
NRI
194
NFP Retirement Inc
California
$13.1M +$1.21M +5,740 +10%
NAMP
195
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13M -$751K -3,562 -5%
IWC
196
Integrated Wealth Concepts
Massachusetts
$13M +$4.86M +23,031 +60%
MWM
197
Marietta Wealth Management
Georgia
$13M +$2.38M +11,263 +22%
CB
198
Cadence Bank
Mississippi
$12.9M -$283K -1,340 -2%
PFP
199
Pinnacle Financial Partners
Tennessee
$12.9M -$863K -4,093 -6%
HI
200
Horizon Investments
North Carolina
$12.7M +$2.66M +12,597 +26%
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