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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 %
First Trust Advisors
1201
First Trust Advisors
Illinois
$847K +$847K +3,206 New
PWA
1202
Peterson Wealth Advisors
Utah
$847K -$21.4K -80 -2%
MAS
1203
MPWM Advisory Solutions
Georgia
$847K +$847K +3,206 New
BTI
1204
Blue Trust Inc
Georgia
$842K +$128K +485 +18%
MWA
1205
Muirfield Wealth Advisors
North Carolina
$841K +$65.2K +247 +8%
AF
1206
Atala Financial
California
$841K +$841K +3,184 New
SB
1207
Strategic Blueprint
Georgia
$838K +$183K +694 +28%
GIA
1208
Goodwin Investment Advisory
Georgia
$835K -$51.2K -194 -6%
PGF
1209
Plan Group Financial
Oklahoma
$835K – – –
WPW
1210
Waldron Private Wealth
Pennsylvania
$832K +$46.8K +177 +6%
Citadel Advisors
1211
Citadel Advisors
Florida
$832K -$318K -1,204 -28%
CFGA
1212
Cambridge Financial Group (Arizona)
Arizona
$826K +$2.91K +11 +0.4%
CIA
1213
Capital Investment Advisors
Georgia
$824K +$18.8K +71 +2%
FFA
1214
Fragasso Financial Advisors
Pennsylvania
$823K -$48.6K -184 -6%
SFG
1215
Sovereign Financial Group
Connecticut
$820K -$1.32K -5 -0.2%
CIAS
1216
CFS Investment Advisory Services
New Jersey
$817K +$74.5K +282 +10%
LGWM
1217
Litman Gregory Wealth Management
California
$814K – – –
ALC
1218
Alexander Labrunerie & Co
Missouri
$814K -$29.1K -110 -3%
OFS
1219
Oldfather Financial Services
Nebraska
$813K -$10.6K -40 -1%
WAG
1220
Windsor Advisory Group
Ohio
$810K +$810K +3,068 New
WA
1221
WBH Advisory
Maryland
$809K -$6.34K -24 -0.8%
Deutsche Bank
1222
Deutsche Bank
Germany
$808K -$47.5K -180 -6%
SIAS
1223
Summit Investment Advisory Services
Minnesota
$808K +$28.3K +107 +4%
KTA
1224
Keeley-Teton Advisors
Illinois
$807K -$35.4K -134 -4%
BBW
1225
Blue Barn Wealth
Utah
$805K -$22.5K -85 -3%
47 48
49
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