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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 %
USCWA
901
U.S. Capital Wealth Advisors
Texas
$1.82M +$482K +1,825 +36%
NLP
902
Next Level Private
New York
$1.81M -$528 -2 -0%
WC
903
Weil Company
California
$1.81M +$466K +1,763 +35%
CIG
904
CHB Investment Group
Pennsylvania
$1.81M -$95.1K -360 -5%
SFC
905
Swisher Financial Concepts
Ohio
$1.8M -$9.63M -36,449 -84%
KBFS
906
Kohmann Bosshard Financial Services
Ohio
$1.79M – – –
PIA
907
Perennial Investment Advisors
California
$1.78M +$227K +861 +15%
HWMG
908
Hurlow Wealth Management Group
Indiana
$1.78M +$6.08K +23 +0.3%
OFP
909
OFC Financial Planning
New Jersey
$1.76M +$1.76M +6,674 New
BFO
910
Boston Family Office
Massachusetts
$1.75M +$60.2K +228 +4%
AFS
911
AFG Fiduciary Services
Massachusetts
$1.75M – – –
WIA
912
Wetzel Investment Advisors
Indiana
$1.74M +$418K +1,581 +32%
CWM
913
Congress Wealth Management
Massachusetts
$1.74M +$177K +672 +11%
ADL
914
Asset Dedication LLC
California
$1.73M +$76.6K +290 +5%
GC
915
Grange Capital
Oregon
$1.73M +$1.73M +6,561 New
S
916
Sachetta
Massachusetts
$1.73M -$18.8K -71 -1%
LCC
917
Lincoln Capital Corp
Rhode Island
$1.73M -$5.81K -22 -0.3%
CIA
918
Compass Ion Advisors
Pennsylvania
$1.73M +$51.5K +195 +3%
V
919
VeraBank
Texas
$1.73M -$106K -403 -6%
FA
920
Fermata Advisors
California
$1.72M +$295K +1,118 +21%
V
921
ViaWealth
Kansas
$1.72M -$20.1K -76 -1%
RCM
922
RMR Capital Management
California
$1.72M +$8.72K +33 +0.5%
SSB
923
Sandy Spring Bank
Maryland
$1.71M -$2.91K -11 -0.2%
SFS
924
Summit Financial Strategies
Ohio
$1.7M +$153K +580 +10%
AP
925
Adero Partners
California
$1.7M -$184K -695 -10%
35 36
37
38 39