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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 %
FNBSF
401
First National Bank Sioux Falls
South Dakota
$7.06M +$1.03M +4,269 +17%
OL
402
Optas LLC
Texas
$7.04M +$114K +472 +2%
TCBWMS
403
Texas Capital Bank Wealth Management Services
Texas
$7.02M -$684K -2,825 -9%
CA
404
Cornerstone Advisory
Maryland
$6.99M +$745K +3,077 +12%
M&T Bank
405
M&T Bank
New York
$6.97M -$723K -2,986 -9%
SFS
406
Sowell Financial Services
Arkansas
$6.93M -$528K -2,172 -7%
QIM
407
Quest Investment Management
Oregon
$6.89M -$124K -514 -2%
DWM
408
Diversify Wealth Management
Utah
$6.88M +$6.88M +28,946 New
WF
409
Warner Financial
Maryland
$6.87M +$231K +955 +3%
PWM
410
Perigon Wealth Management
California
$6.85M -$281K -1,160 -4%
KPWS
411
Kestra Private Wealth Services
Texas
$6.84M +$422K +1,745 +7%
SAM
412
Sawgrass Asset Management
Florida
$6.81M -$122K -503 -2%
TA
413
TruWealth Advisors
Louisiana
$6.81M -$3.66M -15,134 -35%
MWA
414
Meridian Wealth Advisors
Texas
$6.78M +$177K +730 +3%
GFG
415
Goldstone Financial Group
Illinois
$6.77M +$891K +3,680 +15%
CTA
416
Chesley Taft & Associates
Illinois
$6.76M -$484K -1,998 -7%
Kovitz Investment Group Partners
417
Kovitz Investment Group Partners
Illinois
$6.68M +$375K +1,550 +6%
MWM
418
MorganRosel Wealth Management
Colorado
$6.68M +$282K +1,166 +4%
GCP
419
Gill Capital Partners
Colorado
$6.67M +$100K +415 +2%
KSWA
420
Kathleen S. Wright Associates
Pennsylvania
$6.64M +$288K +1,191 +5%
SRC
421
Shufro Rose & Co
New York
$6.62M +$559K +2,309 +9%
GBT
422
Grove Bank & Trust
Florida
$6.62M +$741K +3,060 +13%
MOS
423
MGO One Seven
Ohio
$6.53M +$77.7K +321 +1%
IAN
424
Integrated Advisors Network
Texas
$6.53M +$81.6K +337 +1%
EGWAG
425
Elwood & Goetz Wealth Advisory Group
Georgia
$6.5M -$162K -669 -2%