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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 %
NEWAS
851
N.E.W. Advisory Services
Wisconsin
$2.07M +$80.3K +304 +4%
P
852
Pitcairn
Pennsylvania
$2.07M – – –
PD
853
Planning Directions
Pennsylvania
$2.06M +$148K +561 +8%
NCFG
854
New Century Financial Group
New Jersey
$2.05M -$245K -918 -11%
APWM
855
Argonautica Private Wealth Management
Massachusetts
$2.05M -$84K -318 -4%
PFA
856
Portland Financial Advisors
New York
$2.04M +$2.04M +7,725 New
MWM
857
Mittelman Wealth Management
Massachusetts
$2.03M -$1.81M -6,871 -47%
PBF
858
Petix & Botte Financial
California
$2.03M -$4.23K -16 -0.2%
VPIM
859
Vanguard Personalized Indexing Management
California
$2.03M -$272K -1,028 -12%
NCMW
860
Northern Capital Management (Washington)
Washington
$2.03M +$145K +550 +8%
SPA
861
Sentinel Pension Advisors
Massachusetts
$2.02M -$47.3K -179 -2%
SCP
862
Stevens Capital Partners
Nebraska
$2.02M -$29.6K -112 -1%
CCG
863
Chatham Capital Group
Georgia
$2.02M +$72.6K +275 +4%
AIM
864
Anchor Investment Management
South Carolina
$2.02M -$14.8K -56 -0.7%
FFA
865
Farther Finance Advisors
California
$2.02M -$3.7M -13,997 -65%
HG
866
Harbor Group
New Hampshire
$2.02M +$164K +620 +9%
NCTC
867
New Covenant Trust Company
Indiana
$2.01M -$4.76K -18 -0.2%
PTC
868
Private Trust Company
Ohio
$1.99M +$426K +1,611 +27%
WPW
869
Watershed Private Wealth
Illinois
$1.98M -$3.43K -13 -0.2%
AFGAS
870
Allegiance Financial Group Advisory Services
Virginia
$1.97M -$25.9K -98 -1%
OFG
871
Oxford Financial Group
Indiana
$1.97M -$429K -1,623 -18%
GC
872
Gibson Capital
Pennsylvania
$1.96M – – –
CWMGP
873
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.96M +$768K +2,907 +64%
SPF
874
South Plains Financial
Texas
$1.96M +$1.96M +7,428 New
CIA
875
Covington Investment Advisors
Pennsylvania
$1.95M +$55.2K +209 +3%
33 34
35
36 37