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Vanguard Mid-Cap ETF

1,820 hedge funds and large institutions have $39.7B invested in Vanguard Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 753 increasing their positions, 581 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,820
Holders Change
+177
Holders Change %
+10.77%
% of All Funds
26.68%
Holding in Top 10
216
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.2%
% of All Funds
3.17%
New
268
Increased
753
Reduced
581
Closed
63
Calls
$27.8M
Puts
$6.84M
Net Calls
+$21M
Net Calls Change
+$8.35M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1251
Baron Wealth Management
Michigan
$486K +$465 +2 +0.1%
LRPA
1252
L. Roy Papp & Associates
Arizona
$485K +$23.3K +100 +5%
GGS
1253
Galvin Gaustad & Stein
Arizona
$483K -$3.49K -15 -0.7%
SWM
1254
SFG Wealth Management
Maryland
$477K +$3.26K +14 +0.7%
FWCM
1255
Ferguson Wellman Capital Management
Oregon
$475K +$63.1K +271 +15%
SFP
1256
Sterling Financial Planning
New Jersey
$474K +$465 +2 +0.1%
PCH
1257
PGIM Custom Harvest
New Jersey
$474K +$87.2K +375 +23%
PAM
1258
Palisade Asset Management
Minnesota
$474K +$474K +2,037 New
TFF
1259
The Family Firm
Maryland
$473K +$71.2K +306 +18%
NWMG
1260
National Wealth Management Group
Ohio
$473K +$29.5K +127 +7%
BB
1261
Busey Bank
Illinois
$471K +$931 +4 +0.2%
WTFG
1262
Wells Trecaso Financial Group
Ohio
$468K +$80.3K +345 +21%
PFBT
1263
Parkside Financial Bank & Trust
Missouri
$464K +$6.51K +28 +1%
WP
1264
WealthPLAN Partners
Nebraska
$464K -$37.2K -160 -7%
TCM
1265
Triumph Capital Management
Colorado
$463K +$43.5K +187 +10%
BBHC
1266
Brown Brothers Harriman & Co
New York
$459K -$392K -1,687 -46%
LFA
1267
LifeGuide Financial Advisors
Pennsylvania
$458K -$133K -572 -23%
PG
1268
Prostatis Group
Maryland
$458K +$458K +1,969 New
1WA
1269
180 Wealth Advisors
Washington
$458K +$63.6K +275 +16%
PIM
1270
Penobscot Investment Management
Massachusetts
$457K +$221K +949 +93%
PWW
1271
Pettyjohn Wood & White
Virginia
$457K +$465 +2 +0.1%
CC
1272
Cannell & Co
New York
$456K +$82.8K +356 +22%
SFG
1273
Synergy Financial Group
California
$455K +$49.8K +214 +12%
MCM
1274
Magnolia Capital Management
New York
$454K
KTA
1275
Keeley-Teton Advisors
Illinois
$451K