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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 %
LA
1501
Lifeworks Advisors
Michigan
$435K +$6.87K +26 +2%
WCWM
1502
Willow Creek Wealth Management
California
$435K – – –
BWG
1503
Balanced Wealth Group
Ohio
$435K -$60.9K -221 -12%
RWA
1504
River Wealth Advisors
Pennsylvania
$434K -$11.1K -42 -2%
LCM
1505
Logan Capital Management
Pennsylvania
$434K +$264 +1 +0.1%
HR
1506
Hardy Reed
Mississippi
$433K – – –
CS
1507
Cannell & Spears
New York
$432K +$14.5K +55 +3%
NGA
1508
Naples Global Advisors
Florida
$429K -$259K -980 -38%
WI
1509
Westbourne Investments
Virginia
$428K +$428K +1,621 New
KW
1510
Keyvantage Wealth
Pennsylvania
$428K +$428K +1,619 New
BFG
1511
Berger Financial Group
Minnesota
$427K +$29.1K +110 +7%
RFN
1512
Redwood Financial Network
Ohio
$424K -$20.3K -77 -5%
CPW
1513
Cove Private Wealth
New York
$423K – – –
AIC
1514
Allodium Investment Consultants
Minnesota
$422K +$422K +1,599 New
SWIG
1515
Strategic Wealth Investment Group
Kentucky
$422K -$1.85K -7 -0.4%
BBNA
1516
Bremer Bank National Association
Minnesota
$420K +$40.4K +153 +11%
WF
1517
Wayfinding Financial
Washington
$417K +$417K +1,579 New
RWA
1518
Roberts Wealth Advisors
California
$417K +$159K +591 +62%
T
1519
Transce3nd
Texas
$417K +$417K +1,578 New
NCG
1520
Newport Capital Group
New Jersey
$417K -$2.12K -8 -0.5%
MCM
1521
MontVue Capital Management
Virginia
$415K – – –
JPG
1522
Jordan Park Group
California
$415K +$415K +1,570 New
CF
1523
Convergence Financial
Missouri
$415K -$362K -1,369 -47%
CC
1524
Chicago Capital
Illinois
$414K – – –
VPP
1525
Vertex Planning Partners
Illinois
$412K – – –
59 60
61
62 63