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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 %
IA
651
IFS Advisors
Kansas
$2.22M -$575K -2,258 -21%
AW
652
ACG Wealth
Georgia
$2.21M +$1.76M +6,916 +395%
TW
653
TrinityPoint Wealth
Connecticut
$2.2M -$1.14M -4,458 -34%
AC
654
ASB Consultores
Florida
$2.2M +$2.2M +8,622 New
KSWA
655
Kathleen S. Wright Associates
Pennsylvania
$2.19M +$2.19M +8,586 New
5L
656
55I LLC
Massachusetts
$2.19M -$1.07M -4,200 -33%
AWM
657
Axxcess Wealth Management
California
$2.16M +$2.16M +8,457 New
AIM
658
Aspen Investment Management
Michigan
$2.15M -$2.55K -10 -0.1%
AC
659
Apella Capital
Connecticut
$2.13M +$29K +114 +1%
WWM
660
Windsor Wealth Management
Indiana
$2.13M +$609K +2,407 +40%
FWM
661
Fingerlakes Wealth Management
New York
$2.13M +$2.13M +8,352 New
RTS
662
Round Table Services
New Jersey
$2.12M +$386K +1,516 +22%
CSB
663
City State Bank
Iowa
$2.1M +$2.1M +8,223 New
BFA
664
Bragg Financial Advisors
North Carolina
$2.09M
CHA
665
Carmichael Hill & Associates
Maryland
$2.09M +$129K +505 +7%
CAC
666
Certified Advisory Corp
Florida
$2.08M +$83.3K +327 +4%
SWA
667
Sax Wealth Advisors
New Jersey
$2.04M +$56.3K +221 +3%
PPP
668
Private Portfolio Partners
New Jersey
$2.04M +$180K +706 +10%
BAM
669
Belpointe Asset Management
Nevada
$2.04M -$140K -548 -6%
FFA
670
Fragasso Financial Advisors
Pennsylvania
$2.03M +$784K +3,077 +63%
FANJ
671
Financial Architects (New Jersey)
New Jersey
$2.02M +$167K +654 +9%
AAMC
672
Asset Allocation & Management Company
Illinois
$2.02M +$159K +624 +9%
GWANC
673
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.97M +$1.97M +7,718 New
Lido Advisors
674
Lido Advisors
California
$1.95M +$743K +2,918 +61%
ACM
675
Azimuth Capital Management
Michigan
$1.94M +$306K +1,200 +19%