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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 %
AA
326
Ancora Advisors
Ohio
$10.9M +$114K +439 +1%
HCM
327
Hall Capital Management
Rhode Island
$10.9M +$833K +3,222 +8%
FWM
328
ForthRight Wealth Management
Georgia
$10.7M +$404K +1,561 +4%
AWM
329
Aries Wealth Management
Maine
$10.7M +$27.4K +106 +0.3%
BONH
330
Bank of New Hampshire
New Hampshire
$10.7M -$114K -440 -1%
AW
331
Avion Wealth
Texas
$10.7M – – –
FFP
332
Freedom Financial Partners
Minnesota
$10.6M +$747K +2,889 +8%
DWM
333
Drive Wealth Management
Utah
$10.6M +$293K +1,134 +3%
AGA
334
Arkos Global Advisors
Texas
$10.6M -$266K -1,029 -2%
SHWM
335
Smith & Howard Wealth Management
Georgia
$10.6M +$1.55M +5,997 +17%
LBC
336
Lowe Brockenbrough & Co
Virginia
$10.6M -$132K -512 -1%
KPWS
337
Kestra Private Wealth Services
Texas
$10.5M +$1.51M +5,828 +17%
JFG
338
JDM Financial Group
Texas
$10.4M +$273K +1,054 +3%
NFW
339
Noble Family Wealth
Florida
$10.3M -$189K -731 -2%
MM
340
Meridian Management
Arkansas
$10.3M -$1.62M -6,260 -14%
FPCP
341
Fort Point Capital Partners
California
$10.3M -$684K -2,646 -6%
FMI
342
F/M Investments
District of Columbia
$10.2M +$372K +1,442 +4%
GWA
343
Gratus Wealth Advisors
Virginia
$10.2M -$309K -1,193 -3%
AWM
344
Avior Wealth Management
Nebraska
$10.1M +$143K +581 +1%
PAG
345
Private Advisory Group
Washington
$10.1M +$449K +1,738 +5%
SWP
346
Stratos Wealth Partners
Ohio
$10M -$148K -572 -1%
RPC
347
Rossmore Private Capital
Connecticut
$9.97M -$259K -1,003 -3%
FCA
348
Fortis Capital Advisors
Kansas
$9.92M +$9.6M +37,105 +2,961%
DK
349
David Kennon
Florida
$9.81M -$192K -741 -2%
CAM
350
Cozad Asset Management
Illinois
$9.8M +$148K +571 +2%
12 13
14
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