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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 %
VFIC
1326
Valley Forge Investment Consultants
Pennsylvania
$644K +$6.07K +23 +1%
VAF
1327
Values Added Financial
District of Columbia
$643K +$166K +628 +35%
BWP
1328
BSW Wealth Partners
Colorado
$643K +$48.9K +185 +8%
KHCM
1329
Kirtland Hills Capital Management
Ohio
$638K +$117K +442 +22%
BWM
1330
Baron Wealth Management
Michigan
$638K +$792 +3 +0.1%
EWS
1331
Eagle Wealth Strategies
New Jersey
$637K -$17.7K -67 -3%
BFM
1332
Boston Financial Management
Massachusetts
$636K -$10.6K -40 -2%
NWMP
1333
Noble Wealth Management PBC
Colorado
$636K +$636K +2,406 New
GK
1334
Graney & King
New York
$628K +$628K +2,379 New
BC
1335
Bakala Capital
South Carolina
$625K +$2.38K +9 +0.4%
KCP
1336
Kera Capital Partners
California
$623K +$623K +2,358 New
AIFAIM
1337
American Institute for Advanced Investment Management
Arizona
$623K -$30.4K -115 -5%
CAMG
1338
CWA Asset Management Group
Florida
$622K +$264 +1 +0%
MC
1339
Moors & Cabot
Massachusetts
$618K +$108K +408 +21%
JCM
1340
J2 Capital Management
Michigan
$618K +$618K +2,339 New
GSF
1341
Grove Street Fiduciary
New Hampshire
$617K +$617K +2,337 New
LRIA
1342
Leonard Rickey Investment Advisors
Washington
$615K -$13.5K -51 -2%
S
1343
SignatureFD
Georgia
$614K – – –
TC
1344
TAP Consulting
Missouri
$613K -$35.1K -133 -5%
DWM
1345
DecisionMap Wealth Management
Virginia
$613K +$613K +2,320 New
QWM
1346
Quadcap Wealth Management
Texas
$612K -$109K -414 -15%
PWPS
1347
Pinnacle Wealth Planning Services
Ohio
$612K +$612K +2,316 New
PRP
1348
Peak Retirement Planning
Ohio
$611K +$611K +2,316 New
SHIM
1349
Stone House Investment Management
Pennsylvania
$610K +$128K +486 +27%
ATS
1350
Ashton Thomas Securities
New York
$610K +$94K +356 +18%
52 53
54
55 56