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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 %
BAG
451
Bridgewealth Advisory Group
California
$7.25M +$1.1M +3,984 +18%
IAN
452
Integrated Advisors Network
Texas
$7.24M +$114K +431 +2%
TFGT
453
TS Financial Group (TSFG)
Illinois
$7.18M +$209K +791 +3%
JFA
454
JNBA Financial Advisors
Minnesota
$7.18M -$63.9K -242 -0.9%
Financial Engines Advisors
455
Financial Engines Advisors
California
$7.16M +$1.04M +3,944 +17%
BWA
456
Beam Wealth Advisors
Louisiana
$7.16M +$210K +795 +3%
ASN
457
Advisory Services Network
Georgia
$7.15M +$295K +1,117 +4%
MOS
458
MGO One Seven
Ohio
$7.13M +$577K +2,185 +9%
AF
459
Amara Financial
California
$7.12M +$476K +1,801 +7%
BFWA
460
Benchmark Financial Wealth Advisors
Florida
$7.1M +$164K +620 +2%
BFAG
461
Blackston Financial Advisory Group
Florida
$7.1M -$33.3K -126 -0.5%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$7.1M +$3.37M +12,751 +90%
CP
463
Creekside Partners
California
$7.08M +$139K +525 +2%
WT
464
Washington Trust
Rhode Island
$7.06M +$491K +1,859 +7%
VA
465
Vident Advisory
Georgia
$7.06M +$3.53M +13,362 +100%
BOC
466
Bull Oak Capital
California
$7.05M +$300K +1,135 +4%
PAS
467
Park Avenue Securities
New York
$7.01M +$300K +1,137 +4%
SAM
468
Sawgrass Asset Management
Florida
$6.99M +$172K +650 +3%
ACP
469
Aveo Capital Partners
Colorado
$6.95M -$74.8K -283 -1%
NL
470
NWAM LLC
Washington
$6.95M +$183K +692 +3%
FAI
471
Fiduciary Advisors Inc
Missouri
$6.92M +$6.92M +26,212 New
HFW
472
Horizon Family Wealth
Illinois
$6.89M +$459K +1,738 +7%
WP
473
WMS Partners
Maryland
$6.88M -$216K -816 -3%
BA
474
Bristlecone Advisors
Washington
$6.88M +$110K +415 +2%
BJL
475
Brighton Jones LLC
Washington
$6.88M +$3.85M +14,584 +127%
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