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Vanguard Mid-Cap ETF

1,854 hedge funds and large institutions have $41.1B invested in Vanguard Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 786 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,854
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.87%
Holding in Top 10
211
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.31%
% of All Funds
3.06%
New
135
Increased
786
Reduced
640
Closed
74
Calls
$55.7M
Puts
$50.9M
Net Calls
+$4.8M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
1026
Triangle Securities Wealth Management
North Carolina
$989K
OFS
1027
Orrstown Financial Services
Pennsylvania
$989K +$989K +3,959 New
KL
1028
KWMG LLC
Kansas
$985K -$159K -638 -14%
SWP
1029
Summit Wealth Partners
Florida
$981K -$19.2K -77 -2%
SWM
1030
Selective Wealth Management
Virginia
$979K -$24.4K -100 -2%
SJGA
1031
Stephen J. Garry & Associates
New York
$978K -$9.99K -40 -1%
CL
1032
Cabana LLC
Arkansas
$977K -$299K -1,198 -23%
WWM
1033
WT Wealth Management
Arizona
$977K -$239K -955 -20%
ADL
1034
Asset Dedication LLC
California
$973K -$172K -692 -15%
SL
1035
Sentinus LLC
Illinois
$971K +$971K +3,888 New
LF
1036
LifePlan Financial
Minnesota
$964K +$26.5K +106 +3%
WJWM
1037
Williams Jones Wealth Management
New York
$963K
MWM
1038
Modern Wealth Management
Kansas
$960K +$429K +1,718 +81%
CPWM
1039
Cypress Point Wealth Management
Texas
$955K -$513K -2,054 -35%
TA
1040
TFG Advisers
Michigan
$948K -$165K -661 -15%
AO
1041
Advisor OS
Illinois
$945K +$1.75K +7 +0.2%
FFA
1042
Florida Financial Advisors
Florida
$944K -$108K -433 -10%
MG
1043
MilWealth Group
Wisconsin
$944K -$19K -76 -2%
AGC
1044
Aspen Grove Capital
Colorado
$943K -$250 -1 -0%
RTC
1045
Riverview Trust Company
Washington
$941K +$136K +544 +17%
EAM
1046
Evanson Asset Management
California
$941K +$500 +2 +0.1%
LWM
1047
LJI Wealth Management
Indiana
$932K +$54.2K +217 +6%
MAM
1048
Marotta Asset Management
Virginia
$930K
MA
1049
MJP Associates
Connecticut
$930K +$1.75K +7 +0.2%
HW
1050
Hancock Whitney
Mississippi
$928K