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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 %
TF
1276
TME Financial
California
$709K +$709K +2,687 New
AWC
1277
Adamsbrown Wealth Consultants
Kansas
$708K +$264 +1 +0%
OBWG
1278
Onyx Bridge Wealth Group
New York
$702K -$1.85K -7 -0.3%
PI
1279
Pachira Investments
California
$700K -$1.59K -6 -0.2%
CW
1280
Channel Wealth
California
$698K +$5.02K +19 +0.7%
BBPWM
1281
Blue Bell Private Wealth Management
Pennsylvania
$697K – – –
AF
1282
Alerus Financial
North Dakota
$696K +$2.11K +8 +0.3%
CCP
1283
Clarity Capital Partners
California
$696K +$48.9K +185 +8%
PCM
1284
Park Capital Management
Wisconsin
$695K +$695K +2,630 New
SL
1285
Sentinus LLC
Illinois
$694K -$384K -1,452 -36%
MA
1286
MAS Advisors
Florida
$690K -$585K -2,213 -46%
QCG
1287
Quadrant Capital Group
Ohio
$688K -$5.02K -19 -0.7%
LWM
1288
LJI Wealth Management
Indiana
$688K -$292K -1,107 -30%
HGWM
1289
Horst & Graben Wealth Management
Oregon
$686K +$264 +1 +0%
KLI
1290
Kelman-Lazarov Inc
Tennessee
$684K +$84.8K +321 +14%
SA
1291
Sovran Advisors
California
$683K +$683K +2,561 New
WIM
1292
Warwick Investment Management
Texas
$683K -$264 -1 -0%
DTC
1293
Davidson Trust Company
Washington
$680K +$87.2K +330 +15%
OAS
1294
Optivise Advisory Services
Tennessee
$679K +$33.8K +128 +5%
WB
1295
Webster Bank
Connecticut
$678K +$26.7K +101 +4%
WIC
1296
Willis Investment Counsel
Georgia
$678K +$76.9K +291 +13%
HFS
1297
Heritage Financial Services
Massachusetts
$677K +$24.3K +92 +4%
C
1298
Certuity
Florida
$677K -$14K -53 -2%
LW
1299
Libra Wealth
California
$675K -$18.8K -71 -3%
GIA
1300
Guyasuta Investment Advisors
Pennsylvania
$674K +$65.8K +249 +11%
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52
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