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Vanguard Mid-Cap ETF

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Shares
Change %
WJWM
801
Williams Jones Wealth Management
New York
$1.28M +$131K +631 +11%
BFO
802
Boston Family Office
Massachusetts
$1.28M
RBC
803
Romano Brothers & Co
Illinois
$1.28M +$22.1K +106 +2%
VIM
804
Vista Investment Management
Pennsylvania
$1.27M -$2.71K -13 -0.2%
LFA
805
Laraway Financial Advisors
Minnesota
$1.27M +$2.29K +11 +0.2%
SWA
806
Sax Wealth Advisors
New Jersey
$1.27M -$61.8K -297 -5%
CIA
807
Compass Ion Advisors
Pennsylvania
$1.27M +$99.3K +477 +8%
ACA
808
Affinity Capital Advisors
California
$1.26M -$76.4K -367 -6%
PO
809
Private Ocean
California
$1.26M -$56.6K -272 -4%
AIM
810
Aspen Investment Management
Michigan
$1.26M -$26K -125 -2%
IBOK
811
Independence Bank of Kentucky
Kentucky
$1.25M -$431K -2,070 -26%
BAM
812
BOS Asset Management
Illinois
$1.25M -$8.54K -41 -0.7%
ATC
813
Adirondack Trust Company
New York
$1.25M
DSA
814
Droms Strauss Advisors
Missouri
$1.25M +$3.75K +18 +0.3%
SWA
815
Strategies Wealth Advisors
Michigan
$1.23M -$18.5K -89 -1%
TA
816
TrueWealth Advisors
Alabama
$1.23M -$91.6K -440 -7%
CAGAS
817
Capital Advisory Group Advisory Services
Minnesota
$1.23M +$1.23M +5,913 New
MGWM
818
Marks Group Wealth Management
Minnesota
$1.22M
CPWM
819
Cypress Point Wealth Management
Texas
$1.22M +$2.92K +14 +0.2%
GLA
820
Great Lakes Advisors
Illinois
$1.22M +$107K +515 +10%
HWA
821
Heritage Wealth Advisors
Virginia
$1.2M -$22.9K -110 -2%
Neuberger Berman Group
822
Neuberger Berman Group
New York
$1.2M -$88.5K -425 -7%
SFCL
823
Strengthening Families & Communities LLC
Massachusetts
$1.19M +$119K +573 +11%
PGA
824
Portland Global Advisors
Maine
$1.19M
YIH
825
Y-Intercept (HK)
Hong Kong
$1.18M +$460K +2,208 +63%