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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,133 hedge funds and large institutions have $55.7B invested in Vanguard Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 829 increasing their positions, 781 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,133
Holders Change
+31
Holders Change %
+1.47%
% of All Funds
28.58%
Holding in Top 10
241
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.69%
% of All Funds
3.23%
New
151
Increased
829
Reduced
781
Closed
77
Calls
$19.8M
Puts
$6.32M
Net Calls
+$13.5M
Net Calls Change
+$1.65M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$1.14B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$734M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$701M
4
Wells Fargo
Wells Fargo
California
+$229M
5
RFC
Regions Financial Corp
Alabama
+$197M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$226M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$67.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$49.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$42.9M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
1051
Mosaic Financial Group
Illinois
$1.31M – – –
TPWA
1052
Twin Peaks Wealth Advisors
California
$1.3M +$287K +1,003 +28%
TA
1053
Tactive Advisors
Florida
$1.3M +$1.3M +4,634 New
SCA
1054
Stillwater Capital Advisors
Pennsylvania
$1.29M +$3.36K +12 +0.3%
TW
1055
Trajan Wealth
Arizona
$1.29M -$43.1K -154 -3%
OC
1056
Optima Capital
Oregon
$1.28M +$217K +776 +20%
SEP
1057
Southland Equity Partners
Missouri
$1.28M -$18.7K -67 -1%
OFS
1058
Oldfather Financial Services
Nebraska
$1.28M +$420K +1,501 +49%
First Trust Advisors
1059
First Trust Advisors
Illinois
$1.28M +$146K +522 +13%
CWMGP
1060
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.27M -$146K -520 -10%
OFP
1061
OLIO Financial Planning
Virginia
$1.25M -$231K -827 -16%
TA
1062
TFB Advisors
Kansas
$1.25M +$41.4K +148 +3%
DWS
1063
Dynamic Wealth Strategies
California
$1.25M +$253K +903 +25%
HB
1064
Horizon Bancorp
Indiana
$1.25M +$1.25M +4,450 New
SAM
1065
Sherman Asset Management
California
$1.24M -$101K -360 -7%
FA
1066
Fermata Advisors
California
$1.24M -$661K -2,362 -35%
WWM
1067
Western Wealth Management
Colorado
$1.24M +$15.7K +56 +1%
JAG
1068
Journey Advisory Group
Kentucky
$1.23M -$94.9K -339 -7%
3IP
1069
3Chopt Investment Partners
Virginia
$1.23M – – –
GSWM
1070
Golden State Wealth Management
California
$1.23M -$28.3K -101 -2%
SW
1071
SVB Wealth
Massachusetts
$1.23M +$1.23M +4,380 New
HNW
1072
High Note Wealth
Minnesota
$1.22M -$2.52K -9 -0.2%
FNB
1073
Farmers National Bank
Kentucky
$1.22M +$5.04K +18 +0.4%
ATI
1074
ARK & TLK Investments
Oklahoma
$1.22M +$280 +1 +0%
CGL
1075
Clarius Group LLC
Washington
$1.21M +$195K +697 +19%
41 42
43
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