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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,133 hedge funds and large institutions have $55.7B invested in Vanguard Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 829 increasing their positions, 781 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,133
Holders Change
+31
Holders Change %
+1.47%
% of All Funds
28.58%
Holding in Top 10
241
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.69%
% of All Funds
3.23%
New
151
Increased
829
Reduced
781
Closed
77
Calls
$19.8M
Puts
$6.32M
Net Calls
+$13.5M
Net Calls Change
+$1.65M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$1.14B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$734M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$701M
4
Wells Fargo
Wells Fargo
California
+$229M
5
RFC
Regions Financial Corp
Alabama
+$197M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$226M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$67.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$49.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$42.9M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
1326
Freestone Capital Holdings
Washington
$688K +$92.6K +331 +16%
PEA
1327
Park Edge Advisors
Ohio
$686K +$13.4K +48 +2%
CQWA
1328
Chokshi & Queen Wealth Advisors
California
$686K – – –
DI
1329
Diligent Investors
California
$686K -$1.4K -5 -0.2%
AWM
1330
Angeles Wealth Management
California
$685K +$640K +2,287 +1,403%
VFIC
1331
Valley Forge Investment Consultants
Pennsylvania
$685K +$47.9K +171 +8%
PAG
1332
Private Advisory Group
Washington
$681K -$10.2M -36,453 -94%
LDB
1333
Lee, Danner & Bass
Tennessee
$679K -$14.6K -52 -2%
BWM
1334
Baron Wealth Management
Michigan
$677K – – –
HFS
1335
Heritage Financial Services
Massachusetts
$677K -$59K -211 -8%
AAS
1336
Annex Advisory Services
Wisconsin
$676K -$230K -822 -25%
DP
1337
Divergent Planning
Maryland
$676K +$439K +1,559 +185%
DI
1338
Disciplined Investments
Oklahoma
$672K -$94.6K -338 -12%
BFA
1339
Buttonwood Financial Advisors
Maryland
$672K -$3.36K -12 -0.5%
FFM
1340
Forum Financial Management
Illinois
$671K +$17.6K +63 +3%
PWPS
1341
Pinnacle Wealth Planning Services
Ohio
$667K +$1.4K +5 +0.2%
AIM
1342
Athena Investment Management
California
$665K +$151K +539 +29%
GK
1343
Graney & King
New York
$665K +$56K +200 +9%
DPI
1344
Diversified Portfolios Inc
Michigan
$662K +$51.8K +185 +8%
KCP
1345
Kera Capital Partners
California
$662K – – –
SWA
1346
Sightline Wealth Advisors
Connecticut
$659K -$68.8K -246 -9%
BB
1347
Busey Bank
Illinois
$657K +$123K +440 +23%
JAFL
1348
Jay A. Fishman Ltd
Michigan
$655K -$14K -50 -2%
LRIA
1349
Leonard Rickey Investment Advisors
Washington
$655K +$5.32K +19 +0.8%
WCM
1350
WealthTrak Capital Management
Virginia
$655K +$6.16K +22 +0.9%
52 53
54
55 56