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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 %
MF
576
Meridian Financial
Massachusetts
$4.65M -$75.3K -285 -2%
TW
577
TrinityPoint Wealth
Connecticut
$4.64M +$76.3K +289 +2%
AFAS
578
Acorn Financial Advisory Services
Virginia
$4.62M -$802K -3,036 -15%
OGF
579
Orin Green Financial
California
$4.61M -$4.61M -17,489 Closed
MG
580
Mather Group
Illinois
$4.6M +$75.5K +286 +2%
SCP
581
Shorepoint Capital Partners
Massachusetts
$4.6M -$48.1K -182 -1%
FUBT
582
First United Bank & Trust
Maryland
$4.57M +$286K +1,083 +7%
MSA
583
Marathon Strategic Advisors
Pennsylvania
$4.53M -$39.1K -148 -0.9%
WLIM
584
White Lighthouse Investment Management
Massachusetts
$4.47M +$136K +516 +3%
PCFFS
585
Pacific Center for Financial Services
California
$4.47M -$64.7K -245 -1%
WA
586
WP Advisors
California
$4.45M +$307K +1,164 +7%
ATC
587
Argent Trust Co
Tennessee
$4.45M +$166K +627 +4%
BCP
588
Berkeley Capital Partners
Georgia
$4.44M +$57.1K +216 +1%
SMC
589
Smith, Moore & Co
Missouri
$4.42M -$287K -1,086 -6%
CHC
590
City Holding Co
West Virginia
$4.36M +$180K +681 +4%
CCM
591
Colorado Capital Management
Colorado
$4.35M +$1.61M +6,113 +59%
HP
592
Holistic Planning
Texas
$4.35M +$166K +630 +4%
BTW
593
Boston Trust Walden
Massachusetts
$4.35M +$2.32M +8,770 +114%
MW
594
Marcum Wealth
Ohio
$4.35M -$26.1K -99 -0.6%
AI
595
Atria Investments
North Carolina
$4.33M +$128K +485 +3%
RWP
596
RWA Wealth Partners
Massachusetts
$4.32M +$443K +1,679 +11%
PTC
597
Philadelphia Trust Company
Pennsylvania
$4.32M – – –
CCAM
598
Cascades Capital Asset Management
North Carolina
$4.31M +$504K +1,908 +13%
AP
599
Americana Partners
Texas
$4.3M -$5.15M -19,504 -54%
VW
600
Veridan Wealth
Oregon
$4.3M +$4.3M +15,666 New
22 23
24
25 26