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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,102 hedge funds and large institutions have $47.4B invested in Vanguard Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 954 increasing their positions, 725 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,102
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
28.55%
Holding in Top 10
237
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.04%
% of All Funds
3.22%
New
127
Increased
954
Reduced
725
Closed
100
Calls
$17.7M
Puts
$5.91M
Net Calls
+$11.8M
Net Calls Change
+$1.38M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$405M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$235M
3
WANY
Wealthspire Advisors (New York)
New York
+$145M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$119M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M

Top Sellers

1
CW
Curio Wealth
Maryland
-$248M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$119M
3
AT
American Trust
Kentucky
-$57.8M
4
SILC
Starr Indemnity & Liability Company
New York
-$37M
5
QC
Quadrature Capital
United Kingdom
-$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
251
Iron Horse Wealth Management
Iowa
$14.3M +$589K +2,279 +4%
TPCW
252
TD Private Client Wealth
New York
$14.2M +$1.73M +6,686 +14%
TFP
253
TrueWealth Financial Partners
Washington
$14.2M -$1.29M -4,977 -8%
AC
254
Apella Capital
Connecticut
$14.1M +$1.48M +6,002 +12%
SA
255
Sylvest Advisors
Texas
$14.1M +$702K +2,716 +5%
AWE
256
Avidian Wealth Enterprises
Texas
$14.1M -$234K -903 -2%
DC
257
Dorval Corp
Minnesota
$14.1M +$51.7K +191 +0.4%
WA
258
Waverly Advisors
Alabama
$14M +$3.05M +11,809 +28%
TW
259
Towerpoint Wealth
California
$13.9M +$1.99M +7,704 +17%
Schroder Investment Management Group
260
Schroder Investment Management Group
United Kingdom
$13.7M +$13.7M +52,877 New
REMPR
261
Roof Eidam Maycock Peralta (REMP)
California
$13.6M -$358K -1,384 -3%
MHS
262
M Holdings Securities
Oregon
$13.6M +$823K +3,184 +6%
OHWP
263
Oak Harbor Wealth Partners
North Carolina
$13.6M +$440K +1,701 +3%
JRFS
264
James Reed Financial Services
Ohio
$13.5M -$190K -736 -1%
FOFP
265
Fee-Only Financial Planning
South Carolina
$13.3M -$224K -866 -2%
EFP
266
EnRich Financial Partners
Wisconsin
$13.2M +$1.51M +5,848 +13%
EWA
267
EP Wealth Advisors
California
$13.2M +$5.66M +21,870 +75%
NLWP
268
Next Level Wealth Planning
Idaho
$13.2M +$848K +3,277 +7%
JGIA
269
Jackson Grant Investment Advisers
Connecticut
$13.1M -$193K -745 -1%
CWA
270
Core Wealth Advisors
Florida
$13.1M -$30K -116 -0.2%
UFA
271
US Financial Advisors
Massachusetts
$13.1M -$274K -1,058 -2%
HNB
272
Huntington National Bank
Ohio
$13.1M -$14.3M – –
NFG
273
Nations Financial Group
Iowa
$13M -$1.57M -6,078 -11%
TC
274
TownSquare Capital
Utah
$13M +$3.74M +14,455 +40%
RA
275
Ruggaard & Associates
Ohio
$12.9M -$164K -633 -1%
9 10
11
12 13