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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,133 hedge funds and large institutions have $55.7B invested in Vanguard Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 829 increasing their positions, 781 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,133
Holders Change
+31
Holders Change %
+1.47%
% of All Funds
28.6%
Holding in Top 10
241
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.69%
% of All Funds
3.23%
New
151
Increased
829
Reduced
781
Closed
77
Calls
$19.8M
Puts
$6.32M
Net Calls
+$13.5M
Net Calls Change
+$1.65M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$1.14B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$734M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$701M
4
Wells Fargo
Wells Fargo
California
+$229M
5
RFC
Regions Financial Corp
Alabama
+$197M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$226M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$67.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$49.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$42.9M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
251
Iron Horse Wealth Management
Iowa
$15.8M +$378K +1,351 +2%
NLWP
252
Next Level Wealth Planning
Idaho
$15.8M +$1.58M +5,650 +11%
CIA
253
Concurrent Investment Advisors
Florida
$15.6M +$2.22M +7,930 +17%
SA
254
Sylvest Advisors
Texas
$15.5M +$240K +857 +2%
Principal Financial Group
255
Principal Financial Group
Iowa
$15.5M -$11.1M -39,727 -42%
WA
256
Waverly Advisors
Alabama
$15.4M +$208K +744 +1%
Schroder Investment Management Group
257
Schroder Investment Management Group
United Kingdom
$15.3M +$516K +1,845 +3%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$15.3M +$2.41M +8,601 +19%
AC
259
AlphaCore Capital
California
$15.3M +$9.82M +34,947 +181%
JRFS
260
James Reed Financial Services
Ohio
$15.2M +$647K +2,311 +4%
JA
261
JVL Associates
Michigan
$15.2M +$1.89M +6,757 +14%
AA
262
AJ Advisors
Tennessee
$15.2M -$2.38M -8,493 -14%
BAMG
263
Brand Asset Management Group
Missouri
$15.2M +$1.99M +7,103 +15%
AWE
264
Avidian Wealth Enterprises
Texas
$15.1M -$144K -514 -0.9%
WPC
265
Wedmont Private Capital
Pennsylvania
$15.1M +$707K +2,495 +5%
JWCA
266
J.W. Cole Advisors
Florida
$15.1M +$6.79M +24,255 +82%
DC
267
Dorval Corp
Minnesota
$15M +$489K +1,749 +3%
KPWS
268
Kestra Private Wealth Services
Texas
$14.7M +$3.34M +11,942 +29%
OHWP
269
Oak Harbor Wealth Partners
North Carolina
$14.6M -$69.1K -247 -0.5%
FA
270
Fiducient Advisors
Illinois
$14.6M +$5M +17,795 +52%
REMPR
271
Roof Eidam Maycock Peralta (REMP)
California
$14.6M -$121K -431 -0.8%
EFP
272
EnRich Financial Partners
Wisconsin
$14.6M +$258K +921 +2%
JFA
273
JNBA Financial Advisors
Minnesota
$14.5M +$5.95M +21,272 +69%
FOFP
274
Fee-Only Financial Planning
South Carolina
$14.5M +$59.9K +214 +0.4%
CIC
275
Carnegie Investment Counsel
Ohio
$14.4M +$327K +1,169 +2%
9 10
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