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Vanguard Mid-Cap ETF

1,921 hedge funds and large institutions have $44.6B invested in Vanguard Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 856 increasing their positions, 618 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,921
Holders Change
+50
Holders Change %
+2.67%
% of All Funds
27.78%
Holding in Top 10
206
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.57%
% of All Funds
2.98%
New
133
Increased
856
Reduced
618
Closed
54
Calls
$14.8M
Puts
$24.1M
Net Calls
-$9.3M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FOFP
251
Fee-Only Financial Planning
South Carolina
$13.9M +$3.43K +13 +0%
KWAG
252
Kiely Wealth Advisory Group
North Carolina
$13.8M -$582K -2,098 -4%
LFA
253
Legend Financial Advisors
Pennsylvania
$13.7M +$223K +844 +2%
GA
254
Geller Advisors
New York
$13.7M +$243K +921 +2%
CWA
255
Core Wealth Advisors
Florida
$13.7M +$163K +616 +1%
AllianceBernstein
256
AllianceBernstein
Tennessee
$13.6M +$277K +1,050 +2%
IHWM
257
Iron Horse Wealth Management
Iowa
$13.6M +$609K +2,309 +5%
WPC
258
Wedmont Private Capital
Pennsylvania
$13.6M +$2.99M +11,429 +28%
CWA
259
Consilio Wealth Advisors
Washington
$13.5M -$114K -433 -0.8%
UFA
260
US Financial Advisors
Massachusetts
$13.5M +$315K +1,194 +2%
MFG
261
Merit Financial Group
Georgia
$13.4M +$926K +3,509 +7%
RA
262
Ruggaard & Associates
Ohio
$13.3M +$6.07K +23 +0%
ML
263
McAdam LLC
Pennsylvania
$13.3M +$12.9M +48,870 +2,996%
OHWP
264
Oak Harbor Wealth Partners
North Carolina
$13.2M +$823K +3,118 +7%
GL
265
Graypoint LLC
New York
$13.2M -$1.85K -7 -0%
CIC
266
Carnegie Investment Counsel
Ohio
$13.2M -$211K -801 -2%
JGIA
267
Jackson Grant Investment Advisers
Connecticut
$13.2M +$113K +427 +0.9%
DAS
268
Dynamic Advisor Solutions
Arizona
$13.1M -$298K -1,131 -2%
DC
269
Dorval Corp
Minnesota
$13.1M +$123K +476 +0.9%
BAMG
270
Brand Asset Management Group
Missouri
$12.9M -$305K -1,157 -2%
WF
271
Whelan Financial
California
$12.8M +$35.1K +133 +0.3%
HC
272
Hillman Company
Pennsylvania
$12.7M
CP
273
Capital Planning
Washington
$12.7M +$71.2K +270 +0.6%
TPCW
274
TD Private Client Wealth
New York
$12.7M -$454K -1,719 -3%
GAM
275
Gemmer Asset Management
California
$12.7M +$64.4K +244 +0.5%