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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 %
SHGA
1051
Sand Hill Global Advisors
California
$1.19M -$7.3M -27,629 -86%
TAM
1052
Tocqueville Asset Management
New York
$1.19M +$933K +3,532 +368%
IIC
1053
Ironwood Investment Counsel
Arizona
$1.19M +$10K +38 +0.9%
AAMC
1054
Asset Allocation & Management Company
Illinois
$1.19M -$390K -1,475 -25%
RWRC
1055
R.W. Roge & Company
New York
$1.18M -$7.92K -30 -0.7%
ATI
1056
ARK & TLK Investments
Oklahoma
$1.17M – – –
HNW
1057
High Note Wealth
Minnesota
$1.17M -$1.59K -6 -0.1%
CWG
1058
Cornerstone Wealth Group
North Carolina
$1.17M +$33K +125 +3%
EWA
1059
EverSource Wealth Advisors
Alabama
$1.17M +$869K +3,291 +289%
CFP
1060
Comprehensive Financial Planning
Pennsylvania
$1.17M +$1.17M +4,424 New
MWPCG
1061
Measured Wealth Private Client Group
New Hampshire
$1.16M -$264 -1 -0%
Fisher Asset Management
1062
Fisher Asset Management
Washington
$1.16M +$509K +1,925 +78%
TW
1063
TritonPoint Wealth
Maryland
$1.16M +$143K +540 +14%
FNB
1064
Farmers National Bank
Kentucky
$1.16M +$1.16M +4,385 New
AWM
1065
Ariadne Wealth Management
California
$1.16M +$1.16M +4,159 New
KWA
1066
Kellett Wealth Advisors
Ohio
$1.15M -$5.02K -19 -0.4%
NEPWA
1067
New England Private Wealth Advisors
Massachusetts
$1.15M +$733K +2,773 +174%
TA
1068
TFB Advisors
Kansas
$1.15M +$33.3K +126 +3%
SC
1069
Schoolcraft Capital
Colorado
$1.15M – – –
SAM
1070
Smartleaf Asset Management
Massachusetts
$1.15M +$146K +552 +15%
FAG
1071
Fortitude Advisory Group
Washington
$1.14M +$103K +391 +10%
ALA
1072
Atlas Legacy Advisors
California
$1.14M +$1.14M +4,325 New
OFG
1073
Omega Financial Group
California
$1.14M +$1.85K +7 +0.2%
MJRIC
1074
Mogy Joel R Investment Counsel
California
$1.14M – – –
EWM
1075
Elevatus Welath Management
New York
$1.13M +$783K +2,966 +223%
41 42
43
44 45