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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 %
CAMG
776
CWA Asset Management Group
Florida
$2.49M +$1.88M +7,254 +308%
RW
777
REDW Wealth
New Mexico
$2.48M -$89.2K -345 -3%
SF
778
SWP Financial
California
$2.48M -$68.3K -264 -3%
CCFM
779
Clear Creek Financial Management
Washington
$2.48M +$1.28M +4,947 +106%
HNWAG
780
High Net Worth Advisory Group
Florida
$2.48M +$25.6K +99 +1%
FT
781
Fiduciary Trust
Massachusetts
$2.47M -$168K -648 -6%
FL
782
FreeGulliver LLC
Louisiana
$2.47M -$96.2K -372 -4%
WF
783
Welch & Forbes
Massachusetts
$2.47M -$15.8K -61 -0.6%
TCG
784
Transcendent Capital Group
Oklahoma
$2.45M +$71.4K +276 +3%
IP
785
Investment Partners
Ohio
$2.44M -$87.9K -340 -3%
MTIC
786
Missouri Trust & Investment Company
Missouri
$2.43M -$83.8K -324 -3%
BWM
787
Boyd Wealth Management
California
$2.42M +$228K +880 +10%
CM
788
Columbus Macro
Pennsylvania
$2.41M – – –
CAWM
789
Capital Advisors Wealth Management
Washington
$2.41M -$906K -3,505 -27%
NPI
790
New Perspectives Inc
Mississippi
$2.41M -$88.2K -341 -4%
RSWM
791
Robertson Stephens Wealth Management
California
$2.4M +$126K +488 +6%
SVWAG
792
Sound View Wealth Advisors Group
Georgia
$2.4M -$83K -321 -3%
MF
793
Montis Financial
Massachusetts
$2.39M +$733K +2,835 +44%
TFS
794
Thoroughbred Financial Services
Tennessee
$2.39M +$189K +729 +9%
WFA
795
Wells Financial Advisors
Massachusetts
$2.38M +$48.4K +187 +2%
SA
796
Sincerus Advisory
New York
$2.38M +$868K +3,355 +58%
FMII
797
Farmers & Merchants Investments Inc
Nebraska
$2.36M -$1.81K -7 -0.1%
FA
798
Flagstar Advisors
New York
$2.36M -$209K -807 -8%
CWA
799
CM Wealth Advisors
Ohio
$2.35M – – –
VPIM
800
Vanguard Personalized Indexing Management
California
$2.35M +$364K +1,409 +18%
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