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Vanguard Mid-Cap ETF

1,871 hedge funds and large institutions have $40.3B invested in Vanguard Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 705 increasing their positions, 670 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+17
Holders Change %
+0.92%
% of All Funds
27.21%
Holding in Top 10
197
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.64%
% of All Funds
2.87%
New
130
Increased
705
Reduced
670
Closed
87
Calls
$13.9M
Puts
$5.71M
Net Calls
+$8.23M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
251
Core Wealth Advisors
Florida
$12.4M -$573K -2,368 -4%
CIC
252
Carnegie Investment Counsel
Ohio
$12.3M -$317K -1,308 -3%
DAS
253
Dynamic Advisor Solutions
Arizona
$12.3M +$1.34M +5,529 +12%
DC
254
Dorval Corp
Minnesota
$12.3M +$251K +1,026 +2%
AllianceBernstein
255
AllianceBernstein
Tennessee
$12.2M -$85.7K -354 -0.7%
RA
256
Ruggaard & Associates
Ohio
$12.2M -$60.8K -251 -0.5%
GFWA
257
Grey Fox Wealth Advisors
Delaware
$12.2M +$691K +2,844 +6%
GL
258
Graypoint LLC
New York
$12.1M +$1.63M +6,717 +15%
BAMG
259
Brand Asset Management Group
Missouri
$12.1M -$135K -557 -1%
TPCW
260
TD Private Client Wealth
New York
$12.1M +$270K +1,117 +2%
UFA
261
US Financial Advisors
Massachusetts
$12.1M +$142K +588 +1%
JGIA
262
Jackson Grant Investment Advisers
Connecticut
$12M +$50.8K +210 +0.4%
IHWM
263
Iron Horse Wealth Management
Iowa
$11.9M +$347K +1,433 +3%
HC
264
Hillman Company
Pennsylvania
$11.7M
WF
265
Whelan Financial
California
$11.7M +$23K +95 +0.2%
CP
266
Capital Planning
Washington
$11.7M +$428K +1,762 +4%
JA
267
JVL Associates
Michigan
$11.6M -$41.4K -171 -0.4%
GAM
268
Gemmer Asset Management
California
$11.6M +$38.3K +158 +0.3%
BRWA
269
B. Riley Wealth Advisors
Florida
$11.6M +$1.98M +8,149 +21%
CL
270
Choreo LLC
Illinois
$11.5M +$3.13M +13,037 +37%
SCA
271
Scott Capital Advisors
Oregon
$11.5M +$2.85M +11,782 +33%
FNC
272
First National Corp
Massachusetts
$11.5M -$757K -3,127 -6%
MFG
273
Merit Financial Group
Georgia
$11.4M +$242K +999 +2%
OHWP
274
Oak Harbor Wealth Partners
North Carolina
$11.4M +$133K +549 +1%
SF
275
Summit Financial
New Jersey
$11.4M +$1.18M +4,860 +12%