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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 %
TCM
1126
TABR Capital Management
California
$1.03M +$1.03M +3,902 New
O3W
1127
Omni 360 Wealth
New Jersey
$1.01M -$15.6K -59 -2%
NG
1128
Novem Group
New York
$1.01M +$1.01M +3,822 New
AO
1129
Advisor OS
Illinois
$1.01M -$10K -38 -1%
SW
1130
StrongBox Wealth
Missouri
$1.01M -$72.6K -275 -7%
SWP
1131
Summit Wealth Partners
Florida
$1M +$528 +2 +0.1%
KL
1132
KWMG LLC
Kansas
$998K -$792 -3 -0.1%
HGA
1133
Hobbs Group Advisors
South Carolina
$996K +$1.32K +5 +0.1%
EFA
1134
Evernest Financial Advisors
Indiana
$993K -$921K -3,487 -48%
CWC
1135
Carolinas Wealth Consulting
North Carolina
$992K -$10K -38 -1%
Kayne Anderson Rudnick Investment Management
1136
Kayne Anderson Rudnick Investment Management
California
$992K +$656K +2,486 +195%
KCIC
1137
Kuhn & Co Investment Counsel
Illinois
$991K +$4.23K +16 +0.4%
ONB
1138
Old National Bancorp
Indiana
$988K -$161K -609 -14%
MA
1139
MJP Associates
Connecticut
$988K +$1.85K +7 +0.2%
MG
1140
MilWealth Group
Wisconsin
$984K -$1.32K -5 -0.1%
RWM
1141
Revisor Wealth Management
Ohio
$984K +$19.5K +74 +2%
KSB
1142
Kennebec Savings Bank
Maine
$984K -$29.6K -112 -3%
SIS
1143
Sound Income Strategies
Florida
$978K -$36.4K -138 -4%
MWM
1144
Mission Wealth Management
California
$974K -$10.6K -40 -1%
CAM
1145
Covenant Asset Management
New Jersey
$974K -$38.6K -146 -4%
TA
1146
TFG Advisers
Michigan
$973K -$2.38K -9 -0.2%
SEM
1147
Strategic Equity Management
Arizona
$972K +$180K +682 +23%
ACM
1148
Ardent Capital Management
Ohio
$972K – – –
MIA
1149
Milestone Investment Advisors
Wisconsin
$965K +$311K +1,179 +48%
CGL
1150
Clarius Group LLC
Washington
$961K -$200K -756 -17%
44 45
46
47 48