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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 %
KAS
1001
KPP Advisory Services
Kentucky
$1.4M -$42.5K -161 -3%
OFP
1002
OLIO Financial Planning
Virginia
$1.39M +$61.8K +234 +5%
SCTC
1003
Sanibel Captiva Trust Company
Florida
$1.38M +$661K +2,503 +92%
TA
1004
TrueWealth Advisors
Alabama
$1.38M -$36.7K -139 -3%
TFCP
1005
Twin Focus Capital Partners
Massachusetts
$1.38M -$779K -2,948 -36%
BFO
1006
Biltmore Family Office
North Carolina
$1.37M – – –
HWMO
1007
Heritage Wealth Management (Ohio)
Ohio
$1.36M +$5.02K +19 +0.4%
ACGA
1008
Atlanta Consulting Group Advisors
Georgia
$1.36M -$277K -1,048 -17%
GSIAS
1009
Garden State Investment Advisory Services
New Jersey
$1.36M – – –
CFS
1010
Coordinated Financial Services
Colorado
$1.35M +$1.35M +5,111 New
FDCP
1011
Foster Dykema Cabot & Partners
Massachusetts
$1.35M -$10.8K -41 -0.8%
AR
1012
Advisory Research
Illinois
$1.35M – – –
AQR Capital Management
1013
AQR Capital Management
Connecticut
$1.35M +$74K +280 +6%
TMWM
1014
Taylor & Morgan Wealth Management
Michigan
$1.34M -$7.92K -30 -0.6%
MCCA
1015
Mill Creek Capital Advisors
Pennsylvania
$1.34M +$2.91K +11 +0.2%
GPA
1016
Garrison Point Advisors
California
$1.34M +$150K +567 +13%
BL
1017
Balentine LLC
Georgia
$1.34M -$11.1K -42 -0.8%
GC
1018
Grimes & Company
Massachusetts
$1.33M -$72.9K -276 -5%
VAMG
1019
Voisard Asset Management Group
Michigan
$1.33M -$19.8K -75 -1%
PGA
1020
Portland Global Advisors
Maine
$1.33M -$24.3K -92 -2%
IIM
1021
InTrack Investment Management
Vermont
$1.33M +$1.33M +4,969 New
CA
1022
Crewe Advisors
Utah
$1.31M – – –
LFS
1023
Lutz Financial Services
Nebraska
$1.31M +$148K +562 +13%
GC
1024
Gilbert & Cook
Iowa
$1.31M -$424K -1,604 -24%
RSVP
1025
Ramsay Stattman Vela & Price
Colorado
$1.31M -$26.4K -100 -2%
39 40
41
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