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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 %
PI
926
PFG Investments
New York
$1.22M -$699K -2,888 -36%
SWA
927
Sightline Wealth Advisors
Connecticut
$1.22M -$159K -655 -12%
HPC
928
HM Payson & Co
Maine
$1.21M +$38.3K +158 +3%
TPI
929
Trust Point Inc
Wisconsin
$1.21M
SWA
930
Strategies Wealth Advisors
Michigan
$1.21M +$75.3K +311 +7%
RCM
931
Rain Capital Management
Oregon
$1.2M +$331K +1,355 +38%
NF
932
Nvest Financial
New Hampshire
$1.2M +$55.9K +231 +5%
FM
933
Family Management
New York
$1.2M -$26.4K -109 -2%
CA
934
Crewe Advisors
Utah
$1.2M +$160K +662 +15%
AL
935
Aspiriant LLC
California
$1.18M -$77K -318 -6%
SWA
936
Strata Wealth Advisors
Texas
$1.18M +$163K +675 +16%
OFP
937
OLIO Financial Planning
Virginia
$1.18M
MSS
938
Mitchell Sinkler & Starr
Pennsylvania
$1.18M +$1.24K +5 +0.1%
AUB
939
Atlantic Union Bankshares
Virginia
$1.17M +$429K +1,773 +58%
RAS
940
RPS Advisory Solutions
Kentucky
$1.17M +$1.17M +4,840 New
MCM
941
MidAtlantic Capital Management
Virginia
$1.17M -$3.87K -16 -0.3%
MA
942
MAS Advisors
Florida
$1.17M -$2.7M -11,139 -70%
ECM
943
Evergreen Capital Management
Washington
$1.16M
EWM
944
Empirical Wealth Management
Washington
$1.16M -$268K -1,106 -19%
MFG
945
Mosaic Financial Group
Illinois
$1.16M +$30.7K +127 +3%
ECM
946
EagleClaw Capital Management
Massachusetts
$1.15M
SEP
947
Southland Equity Partners
Missouri
$1.14M -$231K -956 -17%
SF
948
Safeguard Financial
Wisconsin
$1.14M +$144K +593 +14%
CGL
949
Clarius Group LLC
Washington
$1.13M -$30.5K -126 -3%
SWM
950
Spire Wealth Management
Virginia
$1.13M -$5.64M -23,309 -83%