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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 %
PT
976
Plimoth Trust
Massachusetts
$1.48M +$43.6K +165 +3%
SWA
977
Strategies Wealth Advisors
Michigan
$1.47M +$12.5K +45 +0.9%
VIM
978
Vista Investment Management
Pennsylvania
$1.47M -$73.7K -279 -5%
RWM
979
Rockwood Wealth Management
Pennsylvania
$1.46M -$39.4K -149 -3%
TI
980
Truepoint Inc
Ohio
$1.46M -$93.8K -355 -6%
CAM
981
Chandler Asset Management
California
$1.46M – – –
ACA
982
Affinity Capital Advisors
California
$1.46M +$8.5K +32 +0.6%
BFG
983
Beacon Financial Group
Texas
$1.46M – – –
ICP
984
Interchange Capital Partners
Pennsylvania
$1.46M -$10.3K -39 -0.7%
RWM
985
Ritholtz Wealth Management
New York
$1.45M -$38.6K -146 -3%
BAM
986
Belpointe Asset Management
Nevada
$1.45M -$13.7K -53 -0.9%
MGWM
987
Marks Group Wealth Management
Minnesota
$1.45M -$8.45K -32 -0.6%
FWP
988
Forefront Wealth Partners
Texas
$1.45M +$1.45M +5,476 New
ML
989
Mayport LLC
Massachusetts
$1.44M – – –
LWMNY
990
Landmark Wealth Management (New York)
New York
$1.44M +$16.4K +62 +1%
EWA
991
Etesian Wealth Advisors
Oregon
$1.44M -$85.1K -322 -6%
BTWM
992
Baker Tilly Wealth Management
Wisconsin
$1.43M +$343K +1,297 +32%
MSF
993
Mustard Seed Financial
Arkansas
$1.43M -$6.6K -25 -0.5%
RWM
994
Riverbend Wealth Management
South Carolina
$1.42M +$1.42M +5,356 New
YIM
995
Yoffe Investment Management
Pennsylvania
$1.41M +$1.41M +5,345 New
SOS
996
Silver Oak Securities
Tennessee
$1.4M -$57.1K -216 -4%
IWA
997
Inspirion Wealth Advisors
Illinois
$1.4M -$7.97K -30 -0.6%
CFFP
998
Center for Financial Planning
Michigan
$1.4M +$53.9K +204 +4%
EFG
999
Everhart Financial Group
Ohio
$1.4M -$35.9K -136 -3%
CFIA
1000
Cantor Fitzgerald Investment Advisors
New York
$1.4M -$73.7K -279 -5%
38 39
40
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