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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 %
RWRC
951
R.W. Roge & Company
New York
$1.13M -$35.3K -146 -3%
BFA
952
Bluestem Financial Advisors
Illinois
$1.12M -$12.3K -51 -1%
AL
953
ACAS LLC
California
$1.12M -$103K -409 -8%
TA
954
TFB Advisors
Kansas
$1.12M +$23.2K +96 +2%
OA
955
Operose Advisors
Wisconsin
$1.11M +$17.4K +72 +2%
SWM
956
SigFig Wealth Management
California
$1.11M +$29.5K +122 +3%
NB
957
Nicolet Bankshares
Wisconsin
$1.11M -$17.7K -73 -2%
TW
958
Trajan Wealth
Arizona
$1.1M -$43.8K -181 -4%
BL
959
Balentine LLC
Georgia
$1.1M +$94.7K +391 +9%
CWMGP
960
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.09M
STA
961
Summit Trail Advisors
New York
$1.09M -$1.11M -4,559 -50%
MAM
962
MMA Asset Management
Pennsylvania
$1.09M +$67.3K +278 +7%
SOS
963
Silver Oak Securities
Tennessee
$1.09M +$40.2K +166 +4%
IIC
964
Ironwood Investment Counsel
Arizona
$1.09M -$59.1K -244 -5%
MBT
965
Montecito Bank & Trust
California
$1.08M +$4.84K +20 +0.4%
HNW
966
High Note Wealth
Minnesota
$1.08M -$12.6K -52 -1%
ATI
967
ARK & TLK Investments
Oklahoma
$1.07M
LFS
968
Lutz Financial Services
Nebraska
$1.07M -$6.3K -26 -0.6%
PCA
969
Pallas Capital Advisors
Massachusetts
$1.07M -$181K -726 -14%
AIM
970
AMI Investment Management
Indiana
$1.07M +$36.8K +152 +4%
SAM
971
Smartleaf Asset Management
Massachusetts
$1.07M +$77.8K +321 +8%
MWPCG
972
Measured Wealth Private Client Group
New Hampshire
$1.07M -$2.42K -10 -0.2%
KOC
973
Koss-Olinger Consulting
Florida
$1.07M +$1.07M +4,401 New
3IP
974
3Chopt Investment Partners
Virginia
$1.06M +$1.06M +4,368 New
RT
975
Rockland Trust
Massachusetts
$1.06M +$15.5K +64 +1%