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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 %
WF
426
Warner Financial
Maryland
$7.71M -$58.2K -225 -0.7%
JWCA
427
J.W. Cole Advisors
Florida
$7.64M -$2.01M -7,775 -21%
WF
428
Williams Financial
Vermont
$7.64M +$7.64M +29,526 New
FIC
429
Family Investment Center
Missouri
$7.61M -$223K -861 -3%
JBA
430
Johnson Bixby & Associates
Washington
$7.57M -$7.83M -30,262 -51%
CAM
431
CPA Asset Management
Florida
$7.52M -$64.4K -249 -0.8%
SFS
432
Sowell Financial Services
Arkansas
$7.49M +$1.41M +5,448 +23%
1WM
433
1900 Wealth Management
Texas
$7.47M +$9.83K +38 +0.1%
QIM
434
Quest Investment Management
Oregon
$7.45M +$250K +967 +3%
PWAM
435
Private Wealth Asset Management
Iowa
$7.45M +$7.45M +28,800 New
CTA
436
Chesley Taft & Associates
Illinois
$7.43M +$75K +290 +1%
VFP
437
Verus Financial Partners
Virginia
$7.43M -$143K -579 -2%
VWA
438
Visionary Wealth Advisors
Illinois
$7.43M -$106K -411 -1%
TCBWMS
439
Texas Capital Bank Wealth Management Services
Texas
$7.32M -$462K -1,785 -6%
BWCS
440
Beirne Wealth Consulting Services
Connecticut
$7.3M +$32.8K +127 +0.5%
BFS
441
Bradley Foster & Sargent
Connecticut
$7.29M -$776K -2,999 -10%
EGWAG
442
Elwood & Goetz Wealth Advisory Group
Georgia
$7.26M +$133K +516 +2%
WFPG
443
Waller Financial Planning Group
Ohio
$7.24M -$1.1M -4,258 -13%
XF
444
XML Financial
Maryland
$7.23M -$323K -1,250 -4%
HIW
445
Holos Integrated Wealth
Pennsylvania
$7.18M +$2.07K +8 +0%
HR
446
Howe & Rusling
New York
$7.18M -$529K -2,045 -7%
BOC
447
Bull Oak Capital
California
$7.17M +$269K +1,039 +4%
TA
448
TruWealth Advisors
Louisiana
$7.14M -$93.4K -361 -1%
DBRC
449
D.B. Root & Company
Pennsylvania
$7.12M +$2.08M +8,040 +41%
RWM
450
RKL Wealth Management
Pennsylvania
$7.11M -$147K -568 -2%
16 17
18
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