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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 %
CS
201
Comerica Securities
Michigan
$12.7M -$247K -1,171 -2%
HNB
202
Huntington National Bank
Ohio
$12.5M -$12.7M – –
SC
203
Stephens Consulting
Michigan
$12.5M +$1.54M +7,285 +14%
PWLP
204
Prio Wealth Limited Partnership
Massachusetts
$12.4M +$504K +2,389 +4%
BF
205
BOK Financial
Oklahoma
$12.3M -$2.07M -9,815 -14%
GVAG
206
Great Valley Advisor Group
Delaware
$12.2M -$978K -4,639 -7%
AWM
207
AAF Wealth Management
Massachusetts
$11.9M +$395K +1,875 +3%
AA
208
AJ Advisors
Tennessee
$11.7M +$430K +2,041 +4%
AAS
209
Ameritas Advisory Services
Nebraska
$11.5M -$1.01M -4,786 -8%
FOFP
210
Fee-Only Financial Planning
South Carolina
$11.4M -$150K -709 -1%
MA
211
Montag & Associates
Georgia
$11.3M -$194K -920 -2%
TA
212
Tectonic Advisors
Texas
$11.3M +$1.64M +7,771 +17%
AGA
213
Arkos Global Advisors
Texas
$11.3M -$1.52M -7,209 -12%
GWM
214
GDS Wealth Management
Texas
$11.3M +$541K +2,567 +5%
TFP
215
TrueWealth Financial Partners
Washington
$11.2M +$876K +4,153 +8%
TCM
216
Twele Capital Management
Minnesota
$11.1M +$894K +4,238 +9%
MFGP
217
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.1M +$224K +1,060 +2%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$11M +$244K +1,155 +2%
CSIA
219
Conrad Siegel Investment Advisors
Pennsylvania
$11M +$381K +1,808 +4%
SC
220
Sierra Capital
Florida
$11M +$3.1M +14,693 +39%
AC
221
Abbrea Capital
California
$11M +$16.9K +80 +0.2%
ASI
222
Advisory Services & Investments
Oregon
$10.9M +$417K +1,979 +4%
AF
223
Advisornet Financial
Minnesota
$10.8M +$521K +2,472 +5%
GA
224
Geller Advisors
New York
$10.8M – – –
VBWMG
225
Von Berge Wealth Management Group
California
$10.8M +$33.5K +159 +0.3%
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