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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 %
1CP
1076
17 Capital Partners
Arizona
$1.13M +$139K +527 +14%
WA
1077
Wealth Architects
California
$1.13M – – –
SFG
1078
Synergy Financial Group
California
$1.13M +$101K +382 +10%
FF
1079
Farnam Financial
Arizona
$1.12M +$130K +491 +13%
PL
1080
Plancorp LLC
Missouri
$1.12M +$143K +541 +15%
RT
1081
Rockland Trust
Massachusetts
$1.12M – – –
BFA
1082
Bluestem Financial Advisors
Illinois
$1.12M -$34.1K -129 -3%
SQA
1083
Simon Quick Advisors
New Jersey
$1.12M +$25.6K +97 +2%
CIBC World Market
1084
CIBC World Market
Ontario, Canada
$1.12M +$36.7K +139 +3%
RAS
1085
RPS Advisory Solutions
Kentucky
$1.12M -$8.45K -32 -0.8%
LSWP
1086
Liberty Square Wealth Partners
Pennsylvania
$1.12M +$1.12M +4,045 New
FNBT
1087
FineMark National Bank & Trust
Florida
$1.11M -$99.8K -378 -8%
DL
1088
DOHJ LLC
Washington
$1.11M -$111K -421 -9%
BCG
1089
Bravias Capital Group
New Jersey
$1.11M +$1.11M +4,041 New
CPRC
1090
Consolidated Portfolio Review Corp
New York
$1.11M +$97.2K +368 +10%
CD
1091
Chapin Davis
Maryland
$1.1M – – –
GSWM
1092
Golden State Wealth Management
California
$1.1M +$1.1M +4,163 New
WEG
1093
World Equity Group
Illinois
$1.1M +$566K +2,145 +107%
AL
1094
ACAS LLC
California
$1.09M -$61.6K -222 -5%
TFM
1095
TFC Financial Management
Massachusetts
$1.09M +$3.17K +12 +0.3%
CWA
1096
CJM Wealth Advisers
Virginia
$1.09M – – –
AL
1097
Aspiriant LLC
California
$1.09M -$149K -563 -12%
FCIM
1098
Fairview Capital Investment Management
California
$1.09M +$23.8K +90 +2%
MWA
1099
MN Wealth Advisors
Kansas
$1.09M +$1.09M +4,118 New
EF
1100
Empowered Funds
Pennsylvania
$1.08M – – –
42 43
44
45 46