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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,133 hedge funds and large institutions have $55.7B invested in Vanguard Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 829 increasing their positions, 781 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,133
Holders Change
+31
Holders Change %
+1.47%
% of All Funds
28.59%
Holding in Top 10
241
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.69%
% of All Funds
3.23%
New
151
Increased
829
Reduced
781
Closed
77
Calls
$19.8M
Puts
$6.32M
Net Calls
+$13.5M
Net Calls Change
+$1.65M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$1.14B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$734M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$701M
4
Wells Fargo
Wells Fargo
California
+$229M
5
RFC
Regions Financial Corp
Alabama
+$197M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$226M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$67.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$49.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$42.9M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
551
Accelerate Investment Advisors
California
$5.35M +$226K +808 +4%
HP
552
Holistic Planning
Texas
$5.33M +$512K +1,828 +11%
BWM
553
BKM Wealth Management
Wisconsin
$5.31M +$466K +1,666 +10%
KWMG
554
King Wealth Management Group
Florida
$5.3M -$8.12K -29 -0.2%
PFG
555
PAX Financial Group
Texas
$5.3M -$262K -936 -5%
HIP
556
HUB Investment Partners
Texas
$5.29M +$537K +1,919 +11%
RWIA
557
Roger Wittlin Investment Advisory
California
$5.26M -$186K -666 -3%
FGWP
558
Founders Grove Wealth Partners
Virginia
$5.24M +$398K +1,424 +8%
GWM
559
Geneos Wealth Management
Colorado
$5.22M -$7.53M -26,918 -59%
BPC
560
Bearing Point Capital
Minnesota
$5.18M +$357K +1,276 +7%
GG
561
Gleason Group
Kentucky
$5.16M -$26K -93 -0.5%
FFC
562
First Financial Corp
Indiana
$5.13M +$148K +529 +3%
WLIM
563
White Lighthouse Investment Management
Massachusetts
$5.12M +$223K +798 +5%
OGF
564
Orin Green Financial
California
$5.1M -$44.5K -159 -0.9%
GWANC
565
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.08M +$555K +1,982 +12%
CCM
566
Colorado Capital Management
Colorado
$5.07M +$89K +318 +2%
WA
567
WP Advisors
California
$5.06M +$263K +941 +5%
KFGK
568
Keystone Financial Group (Kentucky)
Kentucky
$5.05M +$129K +460 +3%
VCWM
569
Vista Cima Wealth Management
Arizona
$5.04M +$151K +540 +3%
BWP
570
Bernardo Wealth Planning
Pennsylvania
$5.02M -$1.67M -5,983 -25%
IWM
571
IHT Wealth Management
Illinois
$5M +$1.16M +4,151 +30%
CIP
572
Capital Insight Partners
Arizona
$4.99M -$1.03M -3,679 -17%
MG
573
Mather Group
Illinois
$4.99M -$64.4K -230 -1%
AAS
574
Ameritas Advisory Services
Nebraska
$4.99M -$1.03M -3,689 -17%
Legacy Financial Group (Iowa)
575
Legacy Financial Group (Iowa)
Iowa
$4.98M +$491K +1,755 +11%
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