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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 %
BWM
1451
Birchcreek Wealth Management
Ohio
$479K -$4.49K -17 -0.9%
TI
1452
Tidal Investments
Wisconsin
$479K -$2.09M -7,923 -81%
TWC
1453
TD Waterhouse Canada
Ontario, Canada
$478K -$7.92K -30 -2%
IAG
1454
Investment Advisory Group
Massachusetts
$478K +$3.7K +14 +0.8%
RIP
1455
RAM Investment Partners
Washington
$477K +$220K +832 +85%
NFP
1456
NorthLanding Financial Partners
New York
$477K +$4.49K +17 +0.9%
PMG
1457
Private Management Group
California
$476K -$29.3K -111 -6%
FWCM
1458
Ferguson Wellman Capital Management
Oregon
$475K – – –
SI
1459
Saxon Interests
Texas
$475K +$264 +1 +0.1%
TCM
1460
Tradewinds Capital Management
Washington
$475K +$33K +125 +7%
SRWM
1461
Shira Ridge Wealth Management
California
$473K – – –
LOPW
1462
Live Oak Private Wealth
North Carolina
$473K +$88.5K +335 +23%
WP
1463
WealthShield Partners
North Carolina
$471K -$81.4K -308 -15%
AWA
1464
Acorn Wealth Advisors
Michigan
$470K +$70.8K +268 +18%
SBF
1465
Sara-Bay Financial
Florida
$470K +$12.2K +46 +3%
MCA
1466
Midwest Capital Advisors
Michigan
$469K +$469K +1,776 New
FWP
1467
Falcon Wealth Planning
California
$468K -$127K -481 -21%
FPGK
1468
Financial Partners Group (Kansas)
Kansas
$467K +$1.85K +7 +0.4%
RW
1469
RVW Wealth
California
$467K – – –
BCA
1470
Bay Capital Advisors
Virginia
$467K +$467K +1,768 New
NCM
1471
Next Capital Management
New York
$466K +$466K +1,763 New
TFF
1472
The Family Firm
Maryland
$465K +$1.59K +6 +0.3%
VIPI
1473
Vista Investment Partners II
Indiana
$465K +$465K +1,761 New
HIGP
1474
Hill Investment Group Partners
Missouri
$464K +$464K +1,757 New
CAAM
1475
Cornerstone Advisors Asset Management
Pennsylvania
$464K +$464K +1,757 New
57 58
59
60 61