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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 %
KPWG
501
KFA Private Wealth Group
Virginia
$6.21M -$524K -1,984 -8%
SFS
502
Sowell Financial Services
Arkansas
$6.21M -$659K -2,496 -10%
CWS
503
Cypress Wealth Services
California
$6.2M -$207K -785 -3%
BWP
504
Bernardo Wealth Planning
Pennsylvania
$6.2M -$2.88M -10,972 -32%
CA
505
Capital Advantage
California
$6.13M +$459K +1,736 +8%
HI
506
Harbour Investments
Wisconsin
$6.11M +$277K +1,049 +5%
AFP
507
Ausdal Financial Partners
Iowa
$6.09M -$194K -736 -3%
GHAM
508
Gilman Hill Asset Management
Connecticut
$6.07M +$1.01M +3,815 +20%
SPC
509
Sigma Planning Corp
Michigan
$6.04M -$82.9K -314 -1%
LIG
510
Lokken Investment Group
Delaware
$6.02M -$183K -693 -3%
CPL
511
CAP Partners LLC
Tennessee
$6.02M -$44.9K -170 -0.7%
UCFA
512
United Capital Financial Advisors
Texas
$6M +$23.2K +88 +0.4%
FPB
513
First PREMIER Bank
South Dakota
$6M -$15.1K -57 -0.3%
TFA
514
Trinity Financial Advisors
Ohio
$5.95M +$2.84M +10,773 +91%
OCM
515
One Capital Management
California
$5.93M -$29.1K -110 -0.5%
MW
516
MBL Wealth
North Carolina
$5.88M -$87.2K -330 -1%
PFG
517
PAX Financial Group
Texas
$5.84M -$339K -1,282 -5%
MBI
518
May Barnhard Investments
Maryland
$5.84M +$522K +1,978 +10%
LWM
519
Latko Wealth Management
Illinois
$5.78M -$57.8K -219 -1%
CIP
520
Capital Insight Partners
Arizona
$5.78M -$116K -438 -2%
KCAM
521
Kagan Cocozza Asset Management
New Jersey
$5.77M +$5.77M +21,855 New
MAM
522
Mystic Asset Management
Rhode Island
$5.77M -$3.96K -15 -0.1%
RWM
523
Rialto Wealth Management
New York
$5.76M +$5.76M +21,816 New
GSAM
524
Grant Street Asset Management
Pennsylvania
$5.67M +$320K +1,213 +6%
BWM
525
Benchmark Wealth Management
Connecticut
$5.67M +$12.9K +49 +0.2%
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