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Vanguard Mid-Cap ETF

1,870 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, 704 increasing their positions, 670 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,870
Holders Change
+17
Holders Change %
+0.92%
% of All Funds
27.2%
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
704
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 %
ATC
201
Advantage Trust Company
Kansas
$15.6M +$762K +3,148 +5%
VBWMG
202
Von Berge Wealth Management Group
California
$15.6M -$132K -550 -0.8%
SRC
203
Sage Rhino Capital
California
$15.6M +$125K +516 +0.8%
SWA
204
Stratos Wealth Advisors
Ohio
$15.5M +$8.35M +34,485 +116%
BP
205
Ballentine Partners
Massachusetts
$15.5M
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$15.4M +$10.4M +42,776 +204%
OC
207
Oppenheimer & Co
New York
$15.2M +$771K +3,184 +5%
TCM
208
Twele Capital Management
Minnesota
$15.2M -$36.1K -149 -0.2%
GWM
209
GDS Wealth Management
Texas
$15.1M +$97.8K +404 +0.7%
PIMG
210
Patriot Investment Management Group
Tennessee
$15.1M -$10.9K -45 -0.1%
PIN
211
Prudent Investors Network
California
$14.9M +$413K +1,704 +3%
TFP
212
TrueWealth Financial Partners
Washington
$14.8M +$953K +3,937 +7%
ASI
213
Advisory Services & Investments
Oregon
$14.8M +$257K +1,061 +2%
SCA
214
STALEY CAPITAL ADVISERS
Pennsylvania
$14.8M +$308K +1,274 +2%
MA
215
Montag & Associates
Georgia
$14.8M -$142K -583 -0.9%
CA
216
Crane Advisory
California
$14.8M +$645K +2,668 +5%
TFO
217
Tarbox Family Office
California
$14.7M -$217K -898 -1%
RCA
218
Riverview Capital Advisers
Massachusetts
$14.6M +$555K +2,292 +4%
AFS
219
Annapolis Financial Services
Maryland
$14.6M +$997K +4,117 +7%
AC
220
Abbrea Capital
California
$14.5M -$175K -719 -1%
AA
221
AJ Advisors
Tennessee
$14.5M -$1.49M -6,156 -9%
VC
222
Veracity Capital
Georgia
$14.4M -$579K -2,393 -4%
AWE
223
Avidian Wealth Enterprises
Texas
$14.3M +$1.43M +5,925 +11%
NFG
224
Nations Financial Group
Iowa
$14.3M +$25.7K +106 +0.2%
DADC
225
D.A. Davidson & Co
Montana
$14.3M +$128K +529 +0.9%