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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 %
MSWA
676
Marshall & Sterling Wealth Advisors
New York
$3.47M -$92.9K -359 -3%
BBWP
677
Beacon Bridge Wealth Partners
Pennsylvania
$3.45M -$131K -507 -4%
OFW
678
Omnia Family Wealth
Florida
$3.43M – – –
GLR
679
Great Lakes Retirement
Ohio
$3.42M +$227K +878 +7%
FVWA
680
Foster Victor Wealth Advisors
South Carolina
$3.42M -$191K -785 -5%
AMBIA
681
Allen Mooney & Barnes Investment Advisors
Georgia
$3.41M +$14.7K +57 +0.4%
RWM
682
Refined Wealth Management
Utah
$3.36M -$1.93M -7,472 -36%
IA
683
IFP Advisors
Florida
$3.35M +$75.5K +292 +2%
SIG
684
Stonegate Investment Group
Alabama
$3.34M +$816K +3,157 +32%
SFWA
685
Summit Financial Wealth Advisors
Louisiana
$3.32M +$517 +2 +0%
DT
686
Diversified Trust
Tennessee
$3.27M +$132K +510 +4%
WA
687
Wealth Alliance
New York
$3.27M +$13.7K +53 +0.4%
EW
688
Evoke Wealth
California
$3.24M +$393K +1,521 +14%
FAP
689
Financial Advisory Partners
Florida
$3.24M -$528K -2,041 -14%
VCP
690
Verus Capital Partners
Arizona
$3.23M -$785K -3,034 -20%
SYBT
691
Stock Yards Bank & Trust
Kentucky
$3.22M -$200K -774 -6%
ACM
692
Armbruster Capital Management
New York
$3.21M +$182K +704 +6%
IC
693
IEQ Capital
California
$3.2M +$586K +2,267 +22%
Wealthfront Advisers
694
Wealthfront Advisers
California
$3.2M +$332K +1,285 +12%
CW
695
Curio Wealth
Maryland
$3.13M -$248M -11,593 -99%
FI
696
Financial Insights
Washington
$3.12M -$43.4K -168 -1%
MFA
697
Mayflower Financial Advisors
Massachusetts
$3.11M +$23.5K +91 +0.8%
SWA
698
SOA Wealth Advisors
New York
$3.11M -$12.7K -49 -0.4%
WC
699
Weil Company
California
$3.11M +$1.34M +5,167 +75%
BHWM
700
Bar Harbor Wealth Management
New Hampshire
$3.07M -$14.7K -57 -0.5%
26 27
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