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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 %
NFG
251
Nations Financial Group
Iowa
$14.9M -$966K -3,657 -6%
DADC
252
D.A. Davidson & Co
Montana
$14.8M +$78.4K +297 +0.5%
SC
253
Sierra Capital
Florida
$14.8M -$20.6K -78 -0.1%
PA
254
Parallel Advisors
California
$14.8M +$94.8K +359 +0.6%
WPC
255
Wedmont Private Capital
Pennsylvania
$14.8M +$1.17M +4,459 +9%
AWE
256
Avidian Wealth Enterprises
Texas
$14.7M -$325K -1,230 -2%
HNB
257
Huntington National Bank
Ohio
$14.3M -$15.2M – –
REMPR
258
Roof Eidam Maycock Peralta (REMP)
California
$14.3M +$293K +1,111 +2%
SC
259
Sepio Capital
Utah
$14.2M +$3.45M +13,057 +32%
Principal Financial Group
260
Principal Financial Group
Iowa
$14.2M +$6.65M +25,175 +88%
DWP
261
Daymark Wealth Partners
Ohio
$14.1M +$5.14M +19,453 +58%
IHWM
262
Iron Horse Wealth Management
Iowa
$14M +$415K +1,571 +3%
JRFS
263
James Reed Financial Services
Ohio
$14M +$14M +52,884 New
FOFP
264
Fee-Only Financial Planning
South Carolina
$13.9M -$99K -375 -0.7%
BWS
265
Buck Wealth Strategies
Colorado
$13.8M +$6.14M +23,237 +80%
GA
266
Geller Advisors
New York
$13.8M – – –
SA
267
Sylvest Advisors
Texas
$13.7M +$13.7M +51,954 New
DC
268
Dorval Corp
Minnesota
$13.7M +$311K +1,177 +2%
CIC
269
Carnegie Investment Counsel
Ohio
$13.7M +$454K +1,719 +3%
UFA
270
US Financial Advisors
Massachusetts
$13.7M +$177K +671 +1%
LFA
271
Legend Financial Advisors
Pennsylvania
$13.6M -$132K -501 -1%
CW
272
Cook Wealth
North Carolina
$13.6M +$1.42M +5,121 +12%
JGIA
273
Jackson Grant Investment Advisers
Connecticut
$13.6M +$429K +1,626 +3%
KWAG
274
Kiely Wealth Advisory Group
North Carolina
$13.6M -$317K -1,141 -2%
AC
275
Apella Capital
Connecticut
$13.6M +$833K +3,152 +7%
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