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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 %
MAG
1401
Mayfair Advisory Group
Alabama
$535K – – –
FA
1402
FC Advisory
Pennsylvania
$534K -$79.5K -301 -13%
GWM
1403
GSB Wealth Management
Connecticut
$534K +$3.96K +15 +0.7%
CAM
1404
Clark Asset Management
New Hampshire
$534K +$1.06K +4 +0.2%
FBT
1405
First Bank & Trust
South Dakota
$533K +$81.1K +307 +18%
CNTOF
1406
Canandaigua National Trust of Florida
New York
$533K +$23.5K +89 +5%
WTB
1407
Washington Trust Bank
Washington
$533K +$97.7K +370 +22%
MFGM
1408
Marshall Financial Group (Maryland)
Maryland
$531K +$1.85K +7 +0.3%
CF
1409
Claris Financial
Virginia
$529K +$529K +2,002 New
RFN
1410
RDA Financial Network
Iowa
$523K -$7.66K -29 -1%
OFG
1411
Orcam Financial Group
California
$522K +$28K +106 +6%
EFN
1412
Equita Financial Network
Pennsylvania
$522K +$1.59K +6 +0.3%
CF
1413
Centaurus Financial
California
$521K +$51.2K +194 +11%
HWM
1414
Howard Wealth Management
Connecticut
$520K +$51.2K +194 +11%
PWW
1415
Pettyjohn Wood & White
Virginia
$520K +$264 +1 +0.1%
SFO
1416
Stokes Family Office
Louisiana
$518K +$33.8K +128 +7%
DFG
1417
Delta Financial Group
New Jersey
$517K +$517K +1,956 New
MCM
1418
Magnolia Capital Management
New York
$515K – – –
BB
1419
Busey Bank
Illinois
$514K -$96.7K -366 -16%
MWP
1420
Meridian Wealth Partners
Pennsylvania
$512K -$16.6K -63 -3%
WC
1421
Waterloo Capital
Texas
$511K -$277K -1,048 -35%
TSWM
1422
Tyler-Stone Wealth Management
Ohio
$511K – – –
NSAM
1423
North Star Asset Management
Wisconsin
$508K +$20.1K +76 +4%
AWP
1424
Astra Wealth Partners
New Jersey
$508K +$508K +1,924 New
SFG
1425
Stonebridge Financial Group
Pennsylvania
$506K +$506K +1,916 New
55 56
57
58 59