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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
28.59%
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 %
HFRG
401
Houlihan Financial Resource Group
Virginia
$9.16M -$139K -491 -1%
TCBWMS
402
Texas Capital Bank Wealth Management Services
Texas
$9.16M +$1.24M +4,436 +16%
BWFA
403
Baltimore-Washington Financial Advisors
Maryland
$9.12M -$10.1M -35,963 -52%
HAC
404
Harbor Advisory Corp
New Hampshire
$9.1M +$332K +1,185 +4%
MBI
405
May Barnhard Investments
Maryland
$9M +$2.46M +8,808 +38%
KeyBank National Association
406
KeyBank National Association
Ohio
$8.99M +$16K +57 +0.2%
FFO
407
Fortitude Family Office
Arizona
$8.97M -$3.81M -13,631 -30%
FNFDCM
408
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.86M -$187K -668 -2%
PWAM
409
Private Wealth Asset Management
Iowa
$8.82M +$763K +2,728 +9%
Citigroup
410
Citigroup
New York
$8.82M -$3.52M -12,596 -29%
ACA
411
Aspire Capital Advisors
Washington
$8.81M -$1.58M -5,660 -15%
OFS
412
OneAscent Financial Services
Alabama
$8.81M -$9.84M -34,960 -53%
WFPG
413
Waller Financial Planning Group
Ohio
$8.77M +$942K +3,366 +12%
FPCG
414
Forum Private Client Group
Indiana
$8.75M +$1.13M +4,050 +15%
UFA
415
Uptown Financial Advisors
Texas
$8.74M -$85.9K -307 -1%
MWM
416
MorganRosel Wealth Management
Colorado
$8.73M +$59.9K +214 +0.7%
WIC
417
Whitegate Investment Counselors
New Hampshire
$8.69M +$80K +286 +0.9%
GCP
418
Gill Capital Partners
Colorado
$8.69M +$49K +175 +0.6%
CAG
419
Crestwood Advisors Group
Massachusetts
$8.69M -$58.8K -210 -0.7%
MNA
420
Manning & Napier Advisors
New York
$8.68M -$616K -2,200 -7%
PWP
421
Principle Wealth Partners
Connecticut
$8.65M -$175K -625 -2%
KWM
422
Kingsview Wealth Management
Oregon
$8.62M -$331K -1,182 -4%
M&T Bank
423
M&T Bank
New York
$8.59M -$18.5K -66 -0.2%
KSWA
424
Kathleen S. Wright Associates
Pennsylvania
$8.59M -$309K -1,105 -3%
NF
425
Nikulski Financial
Iowa
$8.57M +$77.8K +278 +0.9%
15 16
17
18 19