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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 %
SC
551
Scotia Capital
Ontario, Canada
$5.14M -$7.92K -30 -0.2%
MA
552
Mutual Advisors
Nebraska
$5.13M -$455K -1,671 -8%
SIM
553
Stratos Investment Management
Ohio
$5.13M -$75.8K -287 -1%
MA
554
Marquette Associates
Illinois
$5.08M +$174K +660 +4%
GA
555
GFS Advisors
Texas
$5.05M +$5.05M +19,135 New
SG
556
StoneX Group
New York
$5.04M +$5.04M +19,098 New
KWMG
557
King Wealth Management Group
Florida
$5.01M +$599K +2,268 +14%
BP
558
BBR Partners
New York
$5.01M +$4.75K +18 +0.1%
RIA
559
Regal Investment Advisors
Michigan
$5M -$731K -2,766 -13%
LC
560
Lindbrook Capital
California
$4.99M -$47.5K -180 -0.9%
FLI
561
Family Legacy Inc
South Carolina
$4.96M -$7.19K -27 -0.1%
SIA
562
Spectrum Investment Advisors
Wisconsin
$4.93M +$126K +478 +3%
GG
563
Gleason Group
Kentucky
$4.89M +$19.8K +75 +0.4%
MFWM
564
Motley Fool Wealth Management
Virginia
$4.85M +$291K +1,100 +6%
PFGIA
565
Patriot Financial Group Insurance Agency
Massachusetts
$4.85M +$91.4K +346 +2%
SAM
566
S.A. Mason
Michigan
$4.83M -$10.8K -41 -0.2%
MFIMFI
567
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.81M -$473K -1,792 -9%
SW
568
SVB Wealth
Massachusetts
$4.79M +$4.79M +18,132 New
HIM
569
Hanlon Investment Management
New Jersey
$4.77M -$273K -1,033 -5%
AIA
570
Accelerate Investment Advisors
California
$4.77M +$231K +874 +5%
SC
571
SouthState Corp
Florida
$4.72M -$11.6K -44 -0.2%
BWM
572
BKM Wealth Management
Wisconsin
$4.7M -$148K -560 -3%
NFP
573
Narus Financial Partners
Utah
$4.68M +$201K +762 +4%
KFGK
574
Keystone Financial Group (Kentucky)
Kentucky
$4.68M +$23.5K +89 +0.5%
RIS
575
Retirement Income Solutions
Michigan
$4.67M -$504K -1,909 -10%
21 22
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