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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 %
EWM
1101
Empirical Wealth Management
Washington
$1.08M -$101K -384 -9%
DFA
1102
Delta Financial Advisors
Louisiana
$1.08M -$20.1K -76 -2%
ABTD
1103
Arvest Bank Trust Division
Oklahoma
$1.08M -$1.32M -4,993 -55%
AGC
1104
Aspen Grove Capital
Colorado
$1.08M +$66.9K +253 +7%
GWM
1105
Greenhouse Wealth Management
Connecticut
$1.07M +$15.1K +57 +1%
FTWA
1106
Fifth Third Wealth Advisors
Ohio
$1.07M +$84.8K +321 +9%
BHIA
1107
Birch Hill Investment Advisors
Massachusetts
$1.07M -$2.11K -8 -0.2%
CT
1108
Coastline Trust
Rhode Island
$1.07M +$104K +393 +11%
MADFP
1109
Michael A Dubis Financial Planning
Wisconsin
$1.07M +$1.07M +4,049 New
LFA
1110
Longview Financial Advisors
Alabama
$1.07M – – –
FSA
1111
Fort Sheridan Advisors
Illinois
$1.06M +$75.5K +286 +8%
AA
1112
Aire Advisors
California
$1.06M +$131K +495 +14%
AFG
1113
Allegheny Financial Group
Pennsylvania
$1.06M +$76.1K +288 +8%
MMCM
1114
Murphy & Mullick Capital Management
New York
$1.06M +$1.06M +4,001 New
PFSC
1115
Peoples Financial Services Corp
Pennsylvania
$1.05M – – –
HHWM
1116
Hiley Hunt Wealth Management
Nebraska
$1.05M -$8.98K -34 -0.8%
PTP
1117
Platform Technology Partners
New York
$1.05M +$132K +498 +14%
DACG
1118
Donor Advised Charitable Giving
California
$1.05M – – –
TPI
1119
Trust Point Inc
Wisconsin
$1.05M -$2.64K -10 -0.3%
WAM
1120
Wernau Asset Management
Massachusetts
$1.05M +$1.05M +3,960 New
LKWM
1121
Lee-Kelleher Wealth Management
Maryland
$1.04M +$1.04M +3,949 New
TSWM
1122
Triangle Securities Wealth Management
North Carolina
$1.04M – – –
SAI
1123
Savvy Advisors Inc
New York
$1.04M +$51.8K +196 +5%
SJGA
1124
Stephen J. Garry & Associates
New York
$1.03M – – –
WCM
1125
WealthBridge Capital Management
Ohio
$1.03M – – –
43 44
45
46 47