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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 %
TA
1651
TKG Advisors
Indiana
$203K
EFP
1652
Envision Financial Planning
Tennessee
$203K +$203K +839 New
NC
1653
Napatree Capital
Rhode Island
$202K +$202K +835 New
MC
1654
Middleton & Co
Massachusetts
$202K
HFAS
1655
Hummer Financial Advisory Services
Illinois
$200K -$21.9K -90 -10%
DWG
1656
Darden Wealth Group
Michigan
$200K -$605K -2,500 -75%
LWL
1657
Leo Wealth LLC
Texas
$200K -$3.61K -15 -2%
PCMC
1658
Planning Capital Management Corporation
Pennsylvania
$199K
OWA
1659
Opal Wealth Advisors
New York
$198K -$10.4K -43 -5%
CAS
1660
Coppell Advisory Solutions
Texas
$197K +$197K +813 New
PCA
1661
Providence Capital Advisors
North Carolina
$197K -$484 -2 -0.2%
CC
1662
Cypress Capital
Tennessee
$196K +$196K +811 New
CYG
1663
Clean Yield Group
Vermont
$196K
MM
1664
Main Management
California
$195K
LFASL
1665
Lugano Financial Advisors SA (LFA)
Switzerland
$194K
CMBA
1666
C.M. Bidwell & Associates
Hawaii
$194K
RCM
1667
Richardson Capital Management
Wisconsin
$191K +$8.72K +36 +5%
DFA
1668
DHJJ Financial Advisors
Illinois
$189K
GTAM
1669
Global Trust Asset Management
Florida
$188K
TIM
1670
Tortoise Investment Management
New York
$183K -$12.3K -51 -6%
ITIM
1671
Indiana Trust & Investment Management
Indiana
$181K -$7.75K -32 -4%
HWA
1672
HHM Wealth Advisors
Tennessee
$179K
BCMLT
1673
Beacon Capital Management LLC (Tennessee)
Tennessee
$178K +$3.39K +14 +2%
SN
1674
Sittner & Nelson
Oregon
$178K -$726 -3 -0.4%
GGI
1675
Godsey & Gibb Inc
Virginia
$176K +$176K +726 New