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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
$91.8M
2
FCB
First Command Bank
Texas
$86.8M
3
FCFS
First Command Financial Services
Texas
$86.8M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$89M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$431M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$447M
2
Morgan Stanley
Morgan Stanley
New York
$1.33B
3
PFO
Pathstone Family Office
New Jersey
$60.7M
4
BlackRock
BlackRock
New York
$197K
5
Bank of America
Bank of America
North Carolina
$3.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.26B -$12.5M -59,190 -0.2%
Bank of America
2
Bank of America
North Carolina
$3.05B -$35M -165,943 -1%
Creative Planning
3
Creative Planning
Kansas
$1.7B -$26.1M -123,616 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.33B -$108M -511,959 -8%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.26B +$14.5M +68,763 +1%
UBS Group
6
UBS Group
Switzerland
$1.24B -$12.6M -59,738 -1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$942M -$29.3M -138,800 -3%
RJA
8
Raymond James & Associates
Florida
$740M +$31.7M +150,389 +4%
Ameriprise
9
Ameriprise
Minnesota
$694M +$11M +51,965 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$554M -$10.2M -48,458 -2%
LPL Financial
11
LPL Financial
California
$492M +$11.5M +54,292 +2%
TF
12
TIAA FSB
Florida
$488M -$9.29M -44,041 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$463M +$26.4M +125,007 +6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$447M -$348M -1,647,902 -44%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$431M +$50.7M +240,532 +13%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$363M -$1.45M -6,872 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$287M +$18.2M +86,460 +7%
JFG
18
JMG Financial Group
Illinois
$241M +$2.63M +12,451 +1%
BTCPP
19
Border to Coast Pensions Partnership
United Kingdom
$219M +$44M +208,716 +25%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$207M +$18.4M +87,403 +10%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$178M -$10.7M -50,645 -6%
MRC
22
Millburn Ridgefield Corp
New York
$175M +$3.59M +17,038 +2%
CCA
23
Catalyst Capital Advisors
New York
$175M +$3.59M +17,043 +2%
MIS
24
Morningstar Investment Services
Illinois
$167M -$619K -2,989 -0.4%
Mariner
25
Mariner
Kansas
$166M +$14.6M +69,187 +10%
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