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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 %
ACM
1151
Avalon Capital Management
California
$957K +$957K +3,623 New
PB
1152
Pinnacle Bancorp
Nebraska
$953K – – –
MAM
1153
Marotta Asset Management
Virginia
$950K – – –
RH
1154
RFG Holdings
Texas
$949K -$851K -3,220 -47%
RTC
1155
Riverview Trust Company
Washington
$949K – – –
CCC
1156
Compass Capital Corp
Massachusetts
$948K +$948K +3,412 New
LF
1157
LifePlan Financial
Minnesota
$941K -$80.3K -304 -8%
HW
1158
Hancock Whitney
Mississippi
$941K – – –
EAM
1159
Evanson Asset Management
California
$940K +$73.4K +278 +8%
JFGLC
1160
Johnson Financial Group LLC (Colorado)
Colorado
$939K – – –
CPWM
1161
Cypress Point Wealth Management
Texas
$938K -$66K -250 -7%
MPW
1162
Melone Private Wealth
Michigan
$937K +$2.38K +9 +0.3%
MAS
1163
Madden Advisory Services
Florida
$932K +$4.76K +18 +0.5%
SMWM
1164
Silvia McColl Wealth Management
California
$930K -$45.2K -171 -5%
CWM
1165
Centricity Wealth Management
Ohio
$929K +$929K +3,519 New
Vontobel Holding
1166
Vontobel Holding
Switzerland
$928K +$928K +3,515 New
FIA
1167
Foundations Investment Advisors
Arizona
$923K +$199K +754 +28%
FFA
1168
Florida Financial Advisors
Florida
$921K +$130K +493 +16%
NP
1169
NorthRock Partners
Minnesota
$921K +$198K +749 +27%
GAM
1170
Gotham Asset Management
New York
$920K -$113K -426 -11%
LC
1171
Luminist Capital
Michigan
$919K +$919K +3,478 New
PCA
1172
Pallas Capital Advisors
Massachusetts
$917K – – –
SIC
1173
Sigma Investment Counselors
Michigan
$916K – – –
BHWM
1174
Beaird Harris Wealth Management
Texas
$915K +$3.43K +13 +0.4%
SBIA
1175
Sheaff Brock Investment Advisors
Indiana
$914K +$185K +701 +25%
45 46
47
48 49