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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 %
MCWS
951
McKinley Carter Wealth Services
West Virginia
$1.59M -$4.75K -18 -0.3%
LFA
952
Laraway Financial Advisors
Minnesota
$1.58M -$10.3K -39 -0.6%
SAG
953
SageView Advisory Group
California
$1.58M +$332K +1,256 +27%
CAL
954
Capital Analysts LLC
Pennsylvania
$1.58M +$46.2K +175 +3%
SWA
955
Sax Wealth Advisors
New Jersey
$1.57M +$10K +38 +0.6%
MWM
956
Mascagni Wealth Management
Mississippi
$1.57M +$1.57M +6,068 New
KFA
957
Kelleher Financial Advisors
New York
$1.56M -$127K -480 -8%
CCA
958
Clarity Capital Advisors
Florida
$1.56M +$921K +3,487 +144%
BAM
959
BOS Asset Management
Illinois
$1.56M -$19.8K -75 -1%
OFG
960
Opulen Financial Group
Virginia
$1.56M +$1.56M +5,900 New
ACM
961
Alpha Capital Management
Texas
$1.55M +$68.2K +258 +5%
RCAG
962
Rehmann Capital Advisory Group
Michigan
$1.55M +$28.5K +108 +2%
AA
963
Addison Advisors
Vermont
$1.54M -$12.2K -46 -0.8%
SA
964
Sincerus Advisory
New York
$1.54M +$1.54M +5,829 New
SA
965
SoundView Advisors
Washington
$1.54M +$1.54M +5,825 New
NB
966
NBT Bank
New York
$1.54M -$115K -436 -7%
AIM
967
Aspen Investment Management
Michigan
$1.53M – – –
CP
968
Camelot Portfolios
Ohio
$1.53M -$70.3K -266 -4%
DSA
969
Droms Strauss Advisors
Missouri
$1.53M -$47.8K -181 -3%
WWC
970
Waypoint Wealth Counsel
Georgia
$1.52M +$2.38K +9 +0.2%
CHAM
971
Clear Harbor Asset Management
Connecticut
$1.51M +$156K +589 +11%
AUB
972
Atlantic Union Bankshares
Virginia
$1.51M -$17.2K -65 -1%
CCG
973
Cypress Capital Group
Florida
$1.5M -$416K -1,576 -22%
FCB
974
First County Bank
Connecticut
$1.5M +$315K +1,193 +27%
AIM
975
AMI Investment Management
Indiana
$1.48M +$274K +1,036 +23%
37 38
39
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