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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 %
WS
651
Wedbush Securities
California
$3.72M +$1.38M +5,241 +59%
MPCL
652
My Personal CFO LLC
Washington
$3.71M +$655K +2,479 +21%
VCA
653
Verdence Capital Advisors
Maryland
$3.71M +$562K +2,129 +18%
LA
654
Legacy Advisors
Pennsylvania
$3.71M -$44.6K -169 -1%
GWMR
655
GC Wealth Management RIA
Massachusetts
$3.7M +$317K +1,201 +9%
LSA
656
Lion Street Advisors
Texas
$3.7M +$379K +1,434 +11%
PFG
657
Pinnacle Financial Group
Illinois
$3.68M +$515K +1,949 +16%
BBWP
658
Beacon Bridge Wealth Partners
Pennsylvania
$3.66M -$83.2K -315 -2%
BSSFA
659
Baron Silver Stevens Financial Advisors
Florida
$3.64M +$14.3K +54 +0.4%
GWM
660
Greenwich Wealth Management
Connecticut
$3.64M +$31.7K +120 +0.9%
MSWA
661
Marshall & Sterling Wealth Advisors
New York
$3.63M +$3.63M +13,762 New
LFAS
662
Level Four Advisory Services
Texas
$3.63M +$138K +522 +4%
SBH
663
Segall Bryant & Hamill
Illinois
$3.63M -$150K -569 -4%
WMG
664
WESCAP Management Group
California
$3.62M +$22.2K +84 +0.6%
FHA
665
Flagship Harbor Advisors
Massachusetts
$3.61M +$37.2K +141 +1%
AWA
666
Adapt Wealth Advisors
Georgia
$3.61M -$35.7K -135 -1%
PW
667
Peninsula Wealth
California
$3.58M +$15.3K +58 +0.4%
VCWM
668
Vista Cima Wealth Management
Arizona
$3.57M +$3.57M +13,515 New
VIA
669
Vickerman Investment Advisors
Washington
$3.57M -$89K -337 -2%
ACA
670
Aptus Capital Advisors
Alabama
$3.55M +$1.05M +3,964 +42%
AWAP
671
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.52M +$141K +535 +4%
SFWA
672
Summit Financial Wealth Advisors
Louisiana
$3.52M -$56.6K -206 -2%
KIA
673
KCM Investment Advisors
California
$3.51M -$100K -380 -3%
OFW
674
Omnia Family Wealth
Florida
$3.5M – – –
SYBT
675
Stock Yards Bank & Trust
Kentucky
$3.49M -$104K -394 -3%
25 26
27
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