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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 %
RIM
601
RW Investment Management
Idaho
$3.26M +$516K +2,133 +19%
SSWM
602
Sheets Smith Wealth Management
North Carolina
$3.25M -$682K -2,816 -17%
CWM
603
Cornerstone Wealth Management
Missouri
$3.25M +$185K +764 +6%
VA
604
Vident Advisory
Georgia
$3.24M +$5.81K +24 +0.2%
AWM
605
AAF Wealth Management
Massachusetts
$3.23M -$1.4M -5,780 -30%
OFW
606
Omnia Family Wealth
Florida
$3.22M -$23.1K -95 -0.7%
BSSFA
607
Baron Silver Stevens Financial Advisors
Florida
$3.2M -$3.87K -16 -0.1%
GWM
608
Greenwich Wealth Management
Connecticut
$3.2M +$24.2K +100 +0.8%
IWM
609
IHT Wealth Management
Illinois
$3.2M -$132K -544 -4%
VFA
610
Valeo Financial Advisors
Indiana
$3.18M +$1.94M +7,995 +155%
CCB
611
Country Club Bank
Missouri
$3.16M +$368K +1,519 +13%
SFWA
612
Summit Financial Wealth Advisors
Louisiana
$3.15M -$42.4K -175 -1%
SMWM
613
Silvia McColl Wealth Management
California
$3.15M +$18.2K +75 +0.6%
Citadel Advisors
614
Citadel Advisors
Florida
$3.15M +$37.5K +155 +1%
CAWM
615
Capital Advisors Wealth Management
Washington
$3.14M +$241K +995 +8%
SCA
616
Snowden Capital Advisors
New York
$3.13M +$50.3K +207 +2%
RPGK
617
Retirement Planning Group (Kansas)
Kansas
$3.13M -$99.5K -411 -3%
SAM
618
Secure Asset Management
Michigan
$3.1M -$340K -1,405 -10%
FNBOO
619
First National Bank of Omaha
Nebraska
$3.09M -$13.8K -57 -0.4%
BHWM
620
Bar Harbor Wealth Management
New Hampshire
$3.07M +$31.2K +129 +1%
BC
621
Brio Consultants
California
$3.07M -$121K -500 -4%
CHA
622
Carmichael Hill & Associates
Maryland
$3.06M -$2.91K -12 -0.1%
RWP
623
RWA Wealth Partners
Massachusetts
$3.06M +$568K +2,348 +23%
LSA
624
Lion Street Advisors
Texas
$3.05M -$484 -2 -0%
WP
625
Wealthspan Partners
Iowa
$3.05M +$55K +227 +2%