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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,120 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, 873 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,120
Holders Change
+200
Holders Change %
+10.42%
% of All Funds
28.23%
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
873
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
$4.61B
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.18B
3
Bank of America
Bank of America
North Carolina
$4.37B
4
CIA
Choate Investment Advisors
Massachusetts
$113M
5
Morgan Stanley
Morgan Stanley
New York
$2.03B

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$32M
2
MIS
Morningstar Investment Services
Illinois
$8.55M
3
CWM
Connecticut Wealth Management
Connecticut
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$196M
5
Ameriprise
Ameriprise
Minnesota
$896M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
51
Cullen/Frost Bankers
Texas
$106M +$1.11M +4,189 +1%
JIC
52
Joel Isaacson & Co
New York
$101M +$4.7M +17,786 +5%
IPW
53
Invictus Private Wealth
Colorado
$98.4M +$2.48M +9,407 +3%
CAM
54
Cresset Asset Management
Illinois
$97.9M -$1.14M -4,324 -1%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$96.6M -$655K -2,481 -0.7%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$93.9M -$4.81M -20,188 -5%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$92.8M +$2.79M +10,552 +3%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$92.3M +$1.22M +4,611 +1%
AssetMark Inc
59
AssetMark Inc
California
$90.2M +$6.4M +24,243 +8%
CPIG
60
Chicago Partners Investment Group
Illinois
$89.8M +$1.64M +6,144 +2%
MML Investors Services
61
MML Investors Services
Massachusetts
$89M -$149K -563 -0.2%
CIAS
62
CBIZ Investment Advisory Services
Ohio
$87.9M +$1.03M +3,884 +1%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$86.9M +$6.8M +25,746 +8%
LFG
64
Larson Financial Group
Missouri
$86M -$8.38M -31,720 -9%
BFG
65
Bleakley Financial Group
New Jersey
$85.5M -$11.9M -45,052 -12%
Corient Private Wealth
66
Corient Private Wealth
Florida
$76.8M -$13.7M -64,092 -15%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.4M -$5.85M -22,163 -7%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$74.5M +$521K +1,973 +0.7%
EH
69
Equitable Holdings
New York
$74.5M +$3.12M +11,810 +4%
KAS
70
Kestra Advisory Services
Texas
$70.8M -$14.5M -54,912 -17%
CTC
71
Central Trust Company
Missouri
$70.8M -$119K -449 -0.2%
NFG
72
Nadler Financial Group
Illinois
$70.3M +$635K +2,403 +0.9%
NA
73
NewEdge Advisors
Louisiana
$70.1M +$9.27M +35,113 +15%
OAM
74
Oppenheimer Asset Management
New York
$69.5M +$1.5M +5,666 +2%
PAI
75
Pittenger & Anderson Inc
Nebraska
$68.4M +$1.22M +4,611 +2%
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