VO icon

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 %
TCM
1001
Towneley Capital Management
California
$987K -$11.7M -48,289 -92%
BHIA
1002
Birch Hill Investment Advisors
Massachusetts
$985K
HHWM
1003
Hiley Hunt Wealth Management
Nebraska
$985K -$239K -989 -20%
CCFM
1004
Clear Creek Financial Management
Washington
$984K -$42.6K -176 -4%
LFA
1005
Longview Financial Advisors
Alabama
$979K +$9.93K +41 +1%
ADL
1006
Asset Dedication LLC
California
$976K +$29.8K +123 +3%
BTWM
1007
Baker Tilly Wealth Management
Wisconsin
$975K -$726 -3 -0.1%
SW
1008
StrongBox Wealth
Missouri
$975K -$1.04M -4,283 -52%
MCM
1009
Mitchell Capital Management
Kansas
$968K
CIBC World Market
1010
CIBC World Market
Ontario, Canada
$960K +$76.5K +316 +9%
GWM
1011
Greenhouse Wealth Management
Connecticut
$959K -$17.2K -71 -2%
SWM
1012
Selective Wealth Management
Virginia
$959K -$11.8K -49 -1%
CSPAM
1013
Cary Street Partners Asset Management
Virginia
$957K -$9.93K -41 -1%
TSWM
1014
Triangle Securities Wealth Management
North Carolina
$955K -$3.63K -15 -0.4%
LF
1015
LifePlan Financial
Minnesota
$952K +$17.9K +74 +2%
USCWA
1016
U.S. Capital Wealth Advisors
Texas
$951K +$110K +455 +13%
SJGA
1017
Stephen J. Garry & Associates
New York
$948K
CPRC
1018
Consolidated Portfolio Review Corp
New York
$947K +$82.8K +342 +10%
WCM
1019
WealthBridge Capital Management
Ohio
$946K -$129K -533 -12%
OFS
1020
Orrstown Financial Services
Pennsylvania
$946K -$12.6K -52 -1%
CWC
1021
Carolinas Wealth Consulting
North Carolina
$938K -$45.9K -189 -5%
AO
1022
Advisor OS
Illinois
$938K +$21.8K +90 +2%
WWM
1023
WT Wealth Management
Arizona
$937K -$11.6K -48 -1%
WJWM
1024
Williams Jones Wealth Management
New York
$933K
EFA
1025
Evernest Financial Advisors
Indiana
$930K