VO icon

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 %
DI
1251
Disciplined Investments
Oklahoma
$330K -$3.12K -15 -0.9%
RWA
1252
River Wealth Advisors
Pennsylvania
$330K +$2.29K +11 +0.7%
VAF
1253
Values Added Financial
District of Columbia
$326K +$60.6K +291 +23%
RJTCONH
1254
Raymond James Trust Company of New Hampshire
New Hampshire
$326K -$16.9K -81 -5%
FFM
1255
Forum Financial Management
Illinois
$326K -$22.1K -106 -6%
VPP
1256
Vertex Planning Partners
Illinois
$325K
CW
1257
CIC Wealth
Maryland
$324K -$7.5K -36 -2%
WCWM
1258
Willow Creek Wealth Management
California
$324K
JFGIW
1259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$323K +$833 +4 +0.3%
GF
1260
Gries Financial
Ohio
$323K -$625 -3 -0.2%
IFPG
1261
Intrepid Financial Planning Group
Indiana
$322K -$10.4K -50 -3%
TVWM
1262
Tower View Wealth Management
Wisconsin
$321K -$22.7K -109 -7%
KA
1263
Klingman & Associates
New York
$317K +$21K +101 +7%
MWM
1264
Madison Wealth Management
Ohio
$316K -$9.37K -45 -3%
ML
1265
McAdam LLC
Pennsylvania
$314K -$5.62K -27 -2%
SCM
1266
Stordahl Capital Management
Colorado
$314K +$314K +1,506 New
WJA
1267
Willis Johnson & Associates
Texas
$313K +$82K +394 +35%
TFA
1268
Toth Financial Advisory
Virginia
$313K +$235K +1,128 +300%
RPWA
1269
Regent Peak Wealth Advisors
Georgia
$313K -$416 -2 -0.1%
EIA
1270
Edgemoor Investment Advisors
Maryland
$312K +$312K +1,500 New
HWM
1271
Howard Wealth Management
Connecticut
$312K -$3.12K -15 -1%
KCPG
1272
Kavar Capital Partners Group
Kansas
$310K +$310K +1,491 New
LNWTC
1273
Laird Norton Wetherby Trust Company
Washington
$308K -$17.7K -85 -5%
BCM
1274
Becker Capital Management
Oregon
$308K +$62.1K +298 +25%
SFS
1275
Strategic Financial Services
New York
$307K