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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,122 hedge funds and large institutions have $50B invested in Vanguard Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 875 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+201
Holders Change %
+10.46%
% of All Funds
28.24%
Holding in Top 10
230
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+11.65%
% of All Funds
3.06%
New
296
Increased
875
Reduced
646
Closed
59
Calls
$14.3M
Puts
$3.91M
Net Calls
+$10.4M
Net Calls Change
+$19.7M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$783M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$183M
3
Bank of America
Bank of America
North Carolina
+$128M
4
CIA
Choate Investment Advisors
Massachusetts
+$112M
5
Morgan Stanley
Morgan Stanley
New York
+$79.8M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$127M
2
MIS
Morningstar Investment Services
Illinois
-$73.9M
3
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$52.2M
5
Ameriprise
Ameriprise
Minnesota
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$17.4M -$731K -2,767 -4%
BP
227
Ballentine Partners
Massachusetts
$17.2M +$231K +876 +1%
CA
228
Crane Advisory
California
$17.1M +$569K +2,132 +3%
VC
229
Veracity Capital
Georgia
$17M +$711K +2,690 +4%
GFWA
230
Grey Fox Wealth Advisors
Delaware
$16.8M +$373K +1,414 +2%
SRC
231
Sage Rhino Capital
California
$16.7M -$321K -1,216 -2%
OC
232
Oppenheimer & Co
New York
$16.6M +$1.79M +6,768 +12%
SF
233
Summit Financial
New Jersey
$16.5M +$1.3M +4,922 +9%
Betterment LLC
234
Betterment LLC
New York
$16.4M +$6.26M +23,689 +62%
SCA
235
STALEY CAPITAL ADVISERS
Pennsylvania
$16.2M -$372K -1,408 -2%
MFGP
236
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.2M +$205K +775 +1%
AA
237
AJ Advisors
Tennessee
$16.2M -$2.38K -9 -0%
TFO
238
Tarbox Family Office
California
$16.1M +$12.4K +47 +0.1%
CL
239
Choreo LLC
Illinois
$16.1M +$700K +2,652 +5%
RCA
240
Riverview Capital Advisers
Massachusetts
$16M +$38.8K +147 +0.2%
PIMG
241
Patriot Investment Management Group
Tennessee
$15.9M -$477K -1,807 -3%
TFP
242
TrueWealth Financial Partners
Washington
$15.8M +$156K +591 +1%
BEI
243
Benjamin Edwards Inc
Missouri
$15.7M +$1.69M +6,379 +12%
JBA
244
Johnson Bixby & Associates
Washington
$15.7M +$810K +3,067 +5%
IB
245
Intrust Bank
Kansas
$15.5M +$389K +1,472 +3%
NAMP
246
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.3M -$5.28K -20 -0%
MFG
247
Merit Financial Group
Georgia
$15.2M +$1.88M +7,112 +14%
SPP
248
Single Point Partners
Massachusetts
$15.2M +$15.2M +57,528 New
FFG
249
Frisch Financial Group
New York
$15M -$106K -401 -0.7%
IFPL
250
Investments & Financial Planning LLC
Kentucky
$14.9M +$160K +606 +1%
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