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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 %
ML
276
McAdam LLC
Pennsylvania
$13.5M +$159K +601 +1%
OHWP
277
Oak Harbor Wealth Partners
North Carolina
$13.4M +$185K +701 +1%
CWA
278
Core Wealth Advisors
Florida
$13.4M -$277K -1,050 -2%
CWA
279
Consilio Wealth Advisors
Washington
$13.4M -$127K -481 -0.9%
RA
280
Ruggaard & Associates
Ohio
$13.4M +$26.7K +101 +0.2%
MHS
281
M Holdings Securities
Oregon
$13.1M +$13.1M +49,429 New
CWA
282
Centerline Wealth Advisors
Kentucky
$12.9M +$12.9M +49,000 New
CP
283
Capital Planning
Washington
$12.9M +$149K +563 +1%
SCA
284
Scott Capital Advisors
Oregon
$12.9M +$181K +686 +1%
HC
285
Hillman Company
Pennsylvania
$12.8M – – –
TPCW
286
TD Private Client Wealth
New York
$12.7M -$18K -68 -0.1%
WF
287
Whelan Financial
California
$12.7M -$126K -476 -1%
BAMG
288
Brand Asset Management Group
Missouri
$12.6M -$253K -957 -2%
NLWP
289
Next Level Wealth Planning
Idaho
$12.6M +$12.6M +47,676 New
Vanguard Group
290
Vanguard Group
Pennsylvania
$12.6M +$1.19M +4,504 +10%
CG
291
Caprock Group
Idaho
$12.5M +$231K +876 +2%
JA
292
JVL Associates
Michigan
$12.5M -$94.8K -359 -0.8%
MCM
293
Manchester Capital Management
Vermont
$12.4M +$200K +758 +2%
AllianceBernstein
294
AllianceBernstein
Tennessee
$12.4M -$1.23M -4,658 -9%
CA
295
Cornerstone Advisory
Maryland
$12.4M +$3.52M +12,765 +40%
Citigroup
296
Citigroup
New York
$12.4M +$3.78M +14,299 +44%
CFO
297
Custos Family Office
Texas
$12.4M +$818K +3,097 +7%
TWM
298
TriaGen Wealth Management
California
$12.4M +$89.5K +339 +0.7%
RC
299
Roundview Capital
New Jersey
$12.4M +$378K +1,431 +3%
FNC
300
First National Corp
Massachusetts
$12.3M +$177K +671 +1%
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