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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 %
MCM
1176
Mitchell Capital Management
Kansas
$903K -$153K -578 -14%
MPW
1177
Monterey Private Wealth
California
$902K +$135K +513 +18%
MWM
1178
Mascoma Wealth Management
New Hampshire
$901K -$16.1K -61 -2%
GLA
1179
Good Life Advisors
Pennsylvania
$898K -$377K -1,426 -30%
OA
1180
Oxbow Advisors
Texas
$898K – – –
Lazard Asset Management
1181
Lazard Asset Management
New York
$898K – – –
BWG
1182
Berry Wealth Group
Texas
$897K -$25.9K -98 -3%
FCBT
1183
First Citizens Bank & Trust
North Carolina
$897K +$111K +422 +14%
CFO
1184
Collective Family Office
Pennsylvania
$895K -$31.7K -120 -3%
CWM
1185
Chemistry Wealth Management
New York
$894K -$42.3K -160 -5%
MPCG
1186
Matrix Private Capital Group
New York
$891K – – –
TPWA
1187
Twin Peaks Wealth Advisors
California
$884K +$81.9K +310 +10%
ORC
1188
O'Rourke & Company
Massachusetts
$880K -$7.66K -29 -0.9%
IBOK
1189
Independence Bank of Kentucky
Kentucky
$876K +$89.5K +339 +11%
CCWM
1190
Cassaday & Co Wealth Management
Virginia
$869K +$54.7K +207 +7%
BWM
1191
Blossom Wealth Management
California
$868K +$126K +477 +17%
IAIM
1192
International Assets Investment Management
Florida
$867K +$867K +3,287 New
SHFA
1193
SC&H Financial Advisors
Maryland
$867K – – –
NAM
1194
NTV Asset Management
West Virginia
$864K -$4.49K -17 -0.5%
KWS
1195
Keystone Wealth Services
California
$860K +$162K +613 +23%
AAS
1196
Annex Advisory Services
Wisconsin
$855K +$242K +917 +40%
KP
1197
Keel Point
Alabama
$854K +$466K +1,765 +120%
GC
1198
Garde Capital
Washington
$853K -$14K -53 -2%
TSMHT
1199
Thurston Springer Miller Herd & Titak
Indiana
$850K +$523K +1,980 +160%
FTA
1200
Financial & Tax Architects
Missouri
$849K +$643K +2,434 +312%
46 47
48
49 50