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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 %
CA
526
Clune & Associates
Illinois
$5.28M +$106K +408 +2%
SG
527
StoneX Group
New York
$5.25M +$309K +1,196 +6%
CWM
528
Calamos Wealth Management
Illinois
$5.22M +$51.7K +200 +1%
DAS
529
Dynamic Advisor Solutions
Arizona
$5.21M +$5.21M +20,158 New
SCM
530
SCS Capital Management
Massachusetts
$5.2M +$5.2M +20,100 New
RWP
531
RWA Wealth Partners
Massachusetts
$5.19M +$962K +3,721 +23%
KCM
532
Kendall Capital Management
Maryland
$5.18M – – –
ST
533
Spinnaker Trust
Maine
$5.18M -$162K -626 -3%
BCWM
534
Bartlett & Co Wealth Management
Ohio
$5.15M -$29.5K -114 -0.6%
ML
535
McAdam LLC
Pennsylvania
$5.15M -$8.06M -31,179 -61%
PFG
536
PAX Financial Group
Texas
$5.14M -$581K -2,248 -10%
SAM
537
S.A. Mason
Michigan
$5.11M +$384K +1,486 +8%
SMA
538
Sage Mountain Advisors
Georgia
$5.11M – – –
RA
539
RFG Advisory
Alabama
$5.07M -$24.3K -94 -0.5%
RWIA
540
Roger Wittlin Investment Advisory
California
$5.03M -$74.2K -287 -1%
FWS
541
FinDec Wealth Services
California
$5.02M +$1M +3,885 +25%
SIA
542
Spectrum Investment Advisors
Wisconsin
$5.02M +$189K +731 +4%
AC
543
AlphaCore Capital
California
$5M +$5M +19,352 New
MA
544
Marquette Associates
Illinois
$4.99M +$16K +62 +0.3%
ATC
545
Argent Trust Co
Tennessee
$4.96M +$601K +2,323 +14%
BCM
546
Beaumont Capital Management
Massachusetts
$4.93M -$429K -1,658 -8%
BP
547
BBR Partners
New York
$4.91M +$6.72K +26 +0.1%
KWMG
548
King Wealth Management Group
Florida
$4.91M – – –
SC
549
SouthState Corp
Florida
$4.82M +$206K +795 +4%
CBA
550
Coastal Bridge Advisors
Connecticut
$4.81M +$4.61M +17,831 +2,337%
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