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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 %
KG
1226
Kieckhefer Group
Wisconsin
$798K +$798K +3,021 New
GWA
1227
GGM Wealth Advisors
Maryland
$797K +$53.1K +201 +7%
BFS
1228
BridgePort Financial Solutions
Iowa
$796K +$796K +2,984 New
WLPWM
1229
Walled Lake Planning & Wealth Management
Illinois
$794K +$58.9K +223 +8%
MWC
1230
MBM Wealth Consultants
Missouri
$791K -$44.8K -170 -5%
TP
1231
Tranquility Partners
Tennessee
$789K – – –
PMFA
1232
Plante Moran Financial Advisors
Michigan
$784K +$352K +1,334 +82%
NA
1233
Nottingham Advisors
New York
$781K -$42.3K -160 -5%
QCM
1234
QRG Capital Management
Illinois
$779K +$19.5K +74 +3%
GWM
1235
GDS Wealth Management
Texas
$779K -$65.8K -249 -8%
BCG
1236
Breakwater Capital Group
New Jersey
$777K -$13.5K -51 -2%
SCG
1237
Sonata Capital Group
Washington
$777K +$158K +600 +26%
JFGIW
1238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$774K +$36.4K +132 +5%
LPT
1239
Legacy Private Trust
Wisconsin
$773K -$83.2K -315 -10%
SWA
1240
Sightline Wealth Advisors
Connecticut
$771K -$334K -1,266 -30%
DFCM
1241
Dark Forest Capital Management
Puerto Rico
$770K +$230K +869 +42%
JAFL
1242
Jay A. Fishman Ltd
Michigan
$770K -$53.4K -202 -6%
FA
1243
Fiduciary Alliance
South Carolina
$768K +$73.4K +278 +11%
PPC
1244
Pennington Partners & Co
Maryland
$767K +$767K +2,904 New
BW
1245
BIP Wealth
Georgia
$765K +$82.4K +312 +12%
GCA
1246
Gallagher Capital Advisors
Texas
$759K +$759K +2,875 New
BTWM
1247
Brass Tax Wealth Management
Ohio
$758K -$1.06K -4 -0.1%
HAS
1248
HBW Advisory Services
California
$758K -$86.9K -329 -10%
FIB
1249
First Interstate Bank
Montana
$756K +$26.7K +101 +4%
AI
1250
Accredited Investors
Minnesota
$756K -$89.8K -340 -11%
48 49
50
51 52