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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 %
RPGK
526
Retirement Planning Group (Kansas)
Kansas
$5.62M -$2.4M -9,071 -30%
DC
527
Davenport & Co
Virginia
$5.58M -$57.3K -217 -1%
JSC
528
Jackson Square Capital
California
$5.58M +$2.98M +11,269 +114%
SIA
529
Strategic Investment Advisors
Michigan
$5.55M +$409K +1,549 +8%
PWM
530
Perigon Wealth Management
California
$5.52M +$132K +485 +2%
BCM
531
Beaumont Capital Management
Massachusetts
$5.47M – – –
CA
532
Continuum Advisory
Idaho
$5.47M +$26.7K +101 +0.5%
ACM
533
Advisors Capital Management
New Jersey
$5.45M +$8.45K +32 +0.2%
ST
534
Spinnaker Trust
Maine
$5.45M +$46.5K +176 +0.9%
CFG
535
Clayton Financial Group
Missouri
$5.45M +$158K +597 +3%
CWM
536
Centurion Wealth Management
Virginia
$5.42M +$13.7K +52 +0.3%
DWP
537
Destiny Wealth Partners
Florida
$5.42M +$113K +427 +2%
RWM
538
Refined Wealth Management
Utah
$5.41M -$37K -140 -0.7%
FA
539
FDx Advisors
Illinois
$5.36M +$3.02M +11,421 +129%
KCM
540
Kendall Capital Management
Maryland
$5.29M – – –
BCWM
541
Bartlett & Co Wealth Management
Ohio
$5.29M -$186K -705 -3%
CA
542
Clune & Associates
Illinois
$5.28M +$5.28M +20,008 New
CWM
543
Calamos Wealth Management
Illinois
$5.28M +$5.55K +21 +0.1%
OSAM
544
O'Shaughnessy Asset Management
Connecticut
$5.28M +$2.08M +7,870 +65%
RWIA
545
Roger Wittlin Investment Advisory
California
$5.22M +$23K +87 +0.4%
SMA
546
Sage Mountain Advisors
Georgia
$5.21M +$473K +1,789 +10%
RA
547
RFG Advisory
Alabama
$5.21M -$316K -1,195 -6%
TAM
548
Titleist Asset Management
Texas
$5.19M +$3.64M +13,770 +234%
MWM
549
Merriman Wealth Management
Washington
$5.16M -$174K -660 -3%
DBRC
550
D.B. Root & Company
Pennsylvania
$5.14M +$5.14M +19,475 New
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