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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,102 hedge funds and large institutions have $47.4B invested in Vanguard Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 954 increasing their positions, 725 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,102
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
28.55%
Holding in Top 10
237
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.04%
% of All Funds
3.22%
New
127
Increased
954
Reduced
725
Closed
100
Calls
$17.7M
Puts
$5.91M
Net Calls
+$11.8M
Net Calls Change
+$1.38M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$405M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$235M
3
WANY
Wealthspire Advisors (New York)
New York
+$145M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$119M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$104M

Top Sellers

1
CW
Curio Wealth
Maryland
-$248M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$119M
3
AT
American Trust
Kentucky
-$57.8M
4
SILC
Starr Indemnity & Liability Company
New York
-$37M
5
QC
Quadrature Capital
United Kingdom
-$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1501
Cora Capital Advisors
New Jersey
$441K – – –
SWRP
1502
Summit Wealth & Retirement Planning
California
$439K – – –
CPC
1503
Consolidated Planning Corp
Georgia
$438K -$5.69K -22 -1%
BHBT
1504
Burke & Herbert Bank & Trust
Virginia
$436K +$436K +1,686 New
RWA
1505
River Wealth Advisors
Pennsylvania
$436K +$10.9K +42 +3%
NCG
1506
Newport Capital Group
New Jersey
$435K +$27.7K +107 +7%
WMWM
1507
Wilkins Miller Wealth Management
Alabama
$435K +$136K +525 +45%
EA
1508
Ellsworth Advisors
Ohio
$434K +$1.04K +4 +0.2%
NGA
1509
Naples Global Advisors
Florida
$429K +$8.79K +34 +2%
CF
1510
Convergence Financial
Missouri
$429K +$22.8K +88 +6%
HWM
1511
Heirloom Wealth Management
Colorado
$427K – – –
CFMC
1512
Curbstone Financial Management Corp
New Hampshire
$427K -$25.9K -100 -6%
FBC
1513
Fairfield, Bush & Co
Connecticut
$427K +$85.9K +332 +25%
ET
1514
Equitable Trust
Tennessee
$425K +$425K +1,645 New
LCM
1515
Logan Capital Management
Pennsylvania
$425K – – –
OW
1516
Olistico Wealth
Oklahoma
$425K -$127K -491 -23%
HR
1517
Hardy Reed
Mississippi
$424K – – –
NSIM
1518
North Star Investment Management
Illinois
$421K +$69.6K +269 +20%
WI
1519
Westbourne Investments
Virginia
$419K – – –
VPP
1520
Vertex Planning Partners
Illinois
$418K +$14.5K +56 +4%
CF
1521
Centaurus Financial
California
$417K -$93.6K -362 -18%
AIC
1522
Allodium Investment Consultants
Minnesota
$414K +$776 +3 +0.2%
CPW
1523
Cove Private Wealth
New York
$414K – – –
QWM
1524
Quadcap Wealth Management
Texas
$413K -$187K -721 -31%
FFG
1525
Fortem Financial Group
California
$413K +$38.8K +150 +10%
59 60
61
62 63