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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 %
HAC
426
Harbor Advisory Corp
New Hampshire
$7.9M +$1.12M +4,246 +17%
Qube Research & Technologies (QRT)
427
Qube Research & Technologies (QRT)
United Kingdom
$7.87M -$362K -1,372 -4%
HR
428
Howe & Rusling
New York
$7.87M +$222K +841 +3%
M&T Bank
429
M&T Bank
New York
$7.84M +$91.6K +347 +1%
NF
430
Nikulski Financial
Iowa
$7.84M +$37.8K +143 +0.5%
CIAS
431
Capital Investment Advisory Services
North Carolina
$7.81M -$401K -1,520 -5%
CSP
432
Cary Street Partners
Virginia
$7.81M +$7.81M +29,572 New
UFA
433
Uptown Financial Advisors
Texas
$7.77M +$7.77M +29,432 New
CAG
434
Crestwood Advisors Group
Massachusetts
$7.76M +$124K +468 +2%
CAM
435
CPA Asset Management
Florida
$7.74M +$1.04M +3,946 +16%
EWA
436
EP Wealth Advisors
California
$7.72M +$114K +432 +2%
XF
437
XML Financial
Maryland
$7.72M +$469K +1,774 +6%
GFG
438
Greenbush Financial Group
New York
$7.71M +$7.71M +29,159 New
VWA
439
Visionary Wealth Advisors
Illinois
$7.69M -$71.1K -269 -0.9%
GCP
440
Gill Capital Partners
Colorado
$7.63M -$20.9K -79 -0.3%
1WM
441
1900 Wealth Management
Texas
$7.62M -$205K -775 -3%
CTA
442
Chesley Taft & Associates
Illinois
$7.52M +$66.6K +252 +0.9%
MWM
443
MorganRosel Wealth Management
Colorado
$7.5M +$189K +714 +3%
BWCS
444
Beirne Wealth Consulting Services
Connecticut
$7.43M +$30.1K +114 +0.4%
RWM
445
RKL Wealth Management
Pennsylvania
$7.41M -$746K -2,823 -9%
TA
446
TruWealth Advisors
Louisiana
$7.39M -$38.3K -145 -0.5%
QIM
447
Quest Investment Management
Oregon
$7.35M -$82.7K -313 -1%
WIA
448
Wealthedge Investment Advisors
New York
$7.34M +$7.34M +27,805 New
HIW
449
Holos Integrated Wealth
Pennsylvania
$7.33M +$7.33M +27,766 New
EGWAG
450
Elwood & Goetz Wealth Advisory Group
Georgia
$7.28M +$34.9K +132 +0.5%
16 17
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