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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 %
FVIM
1351
Fort Vancouver Investment Management
Washington
$608K – – –
GKIM
1352
GW&K Investment Management
Massachusetts
$608K – – –
NPFS
1353
Novak & Powell Financial Services
Florida
$608K +$264 +1 +0%
SAW
1354
Signal Advisors Wealth
Michigan
$607K +$50.7K +192 +9%
PWA
1355
Physician Wealth Advisors
Utah
$607K +$116K +438 +24%
LMKC
1356
L.M. Kohn & Company
Ohio
$605K +$58.9K +223 +11%
PWM
1357
Paulson Wealth Management
Illinois
$601K -$36.2K -137 -6%
HSA
1358
HBK Sorce Advisory
Pennsylvania
$596K +$102K +388 +21%
FSG
1359
Financial Strategies Group
Michigan
$593K -$10.8K -41 -2%
CMMS
1360
Comprehensive Money Management Services
Florida
$588K +$588K +2,225 New
FFM
1361
Forum Financial Management
Illinois
$584K +$43.1K +163 +8%
IJWM
1362
Inman Jager Wealth Management
Mississippi
$582K +$582K +2,205 New
WCM
1363
Winthrop Capital Management
Indiana
$578K +$578K +2,188 New
SAM
1364
Sequent Asset Management
Texas
$578K – – –
WA
1365
Wambolt & Associates
Colorado
$577K -$3.96K -15 -0.7%
KCM
1366
Kennicott Capital Management
California
$573K – – –
OC
1367
Oakworth Capital
Alabama
$572K – – –
GC
1368
Guidance Capital
Kentucky
$570K +$570K +2,057 New
CCA
1369
Cobblestone Capital Advisors
New York
$570K +$325K +1,229 +132%
FCH
1370
Freestone Capital Holdings
Washington
$568K -$167K -633 -23%
MWA
1371
Moser Wealth Advisors
Washington
$568K -$34.3K -130 -6%
JSW
1372
Journey Strategic Wealth
New Jersey
$568K +$7.93K +30 +1%
RIG
1373
RiverFront Investment Group
Virginia
$567K +$567K +2,148 New
FNWM
1374
Financial Network Wealth Management
Utah
$567K +$48.8K +185 +9%
DPI
1375
Diversified Portfolios Inc
Michigan
$567K -$6.34K -24 -1%
53 54
55
56 57