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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 %
DWM
401
Diversify Wealth Management
Utah
$8.73M +$660K +2,510 +8%
WIC
402
Whitegate Investment Counselors
New Hampshire
$8.7M -$10.1M -38,317 -54%
CA
403
CoreCap Advisors
Michigan
$8.57M +$519K +1,965 +6%
MIS
404
Morningstar Investment Services
Illinois
$8.55M -$73.9M -279,855 -90%
PCIA
405
Prime Capital Investment Advisors
Kansas
$8.54M -$268K -1,016 -3%
AIP
406
Almanack Investment Partners
Pennsylvania
$8.52M -$360K -1,362 -4%
WFPG
407
Waller Financial Planning Group
Ohio
$8.52M +$480K +1,816 +6%
GBT
408
Grove Bank & Trust
Florida
$8.5M +$1.85M +6,989 +28%
KeyBank National Association
409
KeyBank National Association
Ohio
$8.49M +$511K +1,933 +6%
EWM
410
Evermay Wealth Management
Virginia
$8.45M -$7.4K -28 -0.1%
PWP
411
Principle Wealth Partners
Connecticut
$8.43M +$142K +539 +2%
AIM
412
Acropolis Investment Management
Missouri
$8.42M -$16.9K -64 -0.2%
OCFG
413
O'Connor Financial Group
Illinois
$8.39M -$42.3K -160 -0.5%
KSWA
414
Kathleen S. Wright Associates
Pennsylvania
$8.39M +$509K +1,927 +6%
FIS
415
Fischer Investment Strategies
California
$8.31M +$2.14M +8,100 +35%
HL
416
HeadInvest LLC
Maine
$8.26M +$591K +2,236 +8%
BFS
417
Bradley Foster & Sargent
Connecticut
$8.24M -$270K -1,024 -3%
FMP
418
Financial Management Professionals
Texas
$8.17M +$102K +385 +1%
VFP
419
Verus Financial Partners
Virginia
$8.08M -$384K -1,461 -5%
DWM
420
Dakota Wealth Management
Florida
$8.07M +$251K +949 +3%
FCA
421
FLC Capital Advisors
California
$8.03M +$108K +409 +1%
FIC
422
Family Investment Center
Missouri
$7.99M -$130K -492 -2%
OL
423
Optas LLC
Texas
$7.96M +$118K +448 +2%
TCBWMS
424
Texas Capital Bank Wealth Management Services
Texas
$7.95M -$1,000K -3,785 -11%
WF
425
Warner Financial
Maryland
$7.94M +$154K +584 +2%
15 16
17
18 19