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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 %
EAM
1426
Empirical Asset Management
Massachusetts
$505K -$15.9K -60 -3%
CAP
1427
Columbia Advisory Partners
Washington
$505K +$505K +1,911 New
JCM
1428
Jacobi Capital Management
Pennsylvania
$504K +$89K +337 +21%
MIG
1429
McGuire Investment Group
Rhode Island
$502K +$21.9K +83 +5%
DCM
1430
DGS Capital Management
New Jersey
$501K -$43.3K -164 -8%
UL
1431
Unionview LLC
Washington
$499K -$15.3K -58 -3%
EPP
1432
ETF Portfolio Partners
Kansas
$498K +$53.9K +204 +12%
SNBOSD
1433
Security National Bank of So Dak
Iowa
$497K +$7.92K +30 +2%
GGS
1434
Galvin Gaustad & Stein
Arizona
$496K +$10.3K +39 +2%
NPT
1435
Nixon Peabody Trust
Massachusetts
$494K -$39.6K -150 -7%
SWM
1436
SFG Wealth Management
Maryland
$493K -$15.6K -59 -3%
BFS
1437
Burkett Financial Services
South Carolina
$493K -$11.1K -42 -2%
CWM
1438
Copia Wealth Management
Oregon
$492K +$492K +1,863 New
SFP
1439
Sterling Financial Planning
New Jersey
$491K -$3.7K -14 -0.7%
AG
1440
Ascent Group
Virginia
$490K -$68.1K -258 -12%
RFP
1441
Root Financial Partners
California
$488K +$488K +1,848 New
AIM
1442
Athena Investment Management
California
$486K – – –
JWM
1443
JPL Wealth Management
Colorado
$485K +$485K +1,837 New
CCT
1444
Capital City Trust
Florida
$485K -$29.8K -113 -6%
LKBC
1445
L.K. Benson & Company
Maryland
$485K +$485K +1,835 New
SWM
1446
SpringVest Wealth Management
Texas
$485K +$485K +1,836 New
UF
1447
Univest Financial
Pennsylvania
$484K +$21.1K +80 +5%
WP
1448
Westmount Partners
California
$483K -$3.7K -14 -0.8%
AGWCA
1449
Annis Gardner Whiting Capital Advisors
Florida
$483K -$1.59K -6 -0.3%
NA
1450
Novus Advisors
South Carolina
$480K +$480K +1,817 New
56 57
58
59 60