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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 %
MF
926
Montis Financial
Massachusetts
$1.7M – – –
ACA
927
Atlas Capital Advisors
Wyoming
$1.69M +$2.38K +9 +0.1%
HIA
928
Harbor Investment Advisory
Maryland
$1.68M +$734K +2,778 +77%
GLA
929
Great Lakes Advisors
Illinois
$1.67M +$26.7K +101 +2%
FCM
930
Fortis Capital Management
Washington
$1.67M +$98.8K +374 +6%
ECM
931
Evergreen Capital Management
Washington
$1.67M -$5.02K -19 -0.3%
SWM
932
Spire Wealth Management
Virginia
$1.67M +$451K +1,707 +37%
PCH
933
PGIM Custom Harvest
New Jersey
$1.66M +$125K +472 +8%
MWA
934
Midland Wealth Advisors
Illinois
$1.65M +$2.64K +10 +0.2%
PPP
935
Private Portfolio Partners
New Jersey
$1.64M +$32.5K +123 +2%
LWM
936
LongView Wealth Management
Georgia
$1.64M +$1.85K +7 +0.1%
MW
937
Members Wealth
Pennsylvania
$1.64M +$1.64M +5,952 New
RFM
938
Royal Fund Management
Florida
$1.64M -$1.61M -6,033 -50%
SWM
939
Segment Wealth Management
Texas
$1.63M +$1.85K +7 +0.1%
WJWM
940
Williams Jones Wealth Management
New York
$1.63M +$615K +2,327 +60%
CC
941
Courier Capital
New York
$1.62M +$203K +769 +14%
FA
942
FF Advisors
California
$1.62M -$84.3K -305 -5%
HNB
943
Hilltop National Bank
Wyoming
$1.61M +$466K +1,764 +41%
SWA
944
Strata Wealth Advisors
Texas
$1.61M +$185K +699 +13%
SFS
945
Security Financial Services
Indiana
$1.61M -$87.4K -331 -5%
CCA
946
Checchi Capital Advisers
California
$1.6M +$72.4K +274 +5%
RBC
947
Romano Brothers & Co
Illinois
$1.6M +$46.5K +176 +3%
ATC
948
Adirondack Trust Company
New York
$1.59M – – –
HCWM
949
Hidden Cove Wealth Management
Washington
$1.59M +$1.59M +6,033 New
MCCP
950
Mission Creek Capital Partners
California
$1.59M +$270K +1,022 +20%
36 37
38
39 40