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Vanguard Mid-Cap ETF

1,572 hedge funds and large institutions have $35.5B invested in Vanguard Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 649 increasing their positions, 371 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,572
Holders Change
+222
Holders Change %
+16.44%
% of All Funds
24.28%
Holding in Top 10
186
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+21.57%
% of All Funds
2.87%
New
303
Increased
649
Reduced
371
Closed
59
Calls
$24.2M
Puts
$15.6M
Net Calls
+$8.62M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RIG
301
Roosevelt Investment Group
New York
$8.32M +$8.32M +32,649 New
MWM
302
Marietta Wealth Management
Georgia
$8.31M +$380K +1,493 +5%
PFA
303
Paradigm Financial Advisors
Missouri
$8.22M +$518K +2,034 +7%
DY
304
Dowling & Yahnke
California
$8.21M +$2.81M +11,037 +52%
SAM
305
Silverhawk Asset Management
Arizona
$8.07M +$8.07M +31,666 New
AI
306
Atria Investments
North Carolina
$7.97M +$1.22M +4,802 +18%
WFPG
307
Waller Financial Planning Group
Ohio
$7.95M +$146K +574 +2%
BFAG
308
Blackston Financial Advisory Group
Florida
$7.95M +$7.95M +31,209 New
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$7.94M +$7.94M +31,176 New
GWM
310
Gray Wealth Management
Maine
$7.91M +$277K +1,087 +4%
EWM
311
Evermay Wealth Management
Virginia
$7.87M +$61.4K +241 +0.8%
IWC
312
Integrated Wealth Concepts
Massachusetts
$7.86M -$245K -962 -3%
OC
313
Oppenheimer & Co
New York
$7.8M +$254K +998 +3%
AFP
314
Ausdal Financial Partners
Iowa
$7.78M +$313K +1,228 +4%
AWM
315
Aries Wealth Management
Maine
$7.76M -$87.1K -342 -1%
IHWM
316
Iron Horse Wealth Management
Iowa
$7.75M +$70.6K +277 +0.9%
SBL
317
Sargent Bickham Lagudis
Colorado
$7.73M +$16.8K +66 +0.2%
JRFS
318
James Reed Financial Services
Ohio
$7.72M +$7.72M +30,309 New
HR
319
Howe & Rusling
New York
$7.69M +$56.6K +222 +0.7%
LBC
320
Lowe Brockenbrough & Co
Virginia
$7.69M +$416K +1,634 +6%
CAM
321
Cozad Asset Management
Illinois
$7.68M +$862K +3,385 +13%
CWS
322
Cypress Wealth Services
California
$7.67M +$88.4K +347 +1%
SFS
323
Sowell Financial Services
Arkansas
$7.67M +$184K +724 +2%
Victory Capital Management
324
Victory Capital Management
Texas
$7.66M
EFS
325
Essex Financial Services
Connecticut
$7.61M +$515K +2,020 +7%