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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 %
GSEP
1526
Golden State Equity Partners
California
$412K +$116K +438 +39%
TW
1527
Transform Wealth
Colorado
$409K +$264 +1 +0.1%
KCM
1528
Kathmere Capital Management
Pennsylvania
$409K +$120K +454 +42%
WA1
1529
Wimmer Associates 1
California
$409K – – –
BCM
1530
Becker Capital Management
Oregon
$408K – – –
SFS
1531
Strategic Financial Services
New York
$407K -$9.51K -36 -2%
MCM
1532
Mengis Capital Management
Oregon
$406K -$52.8K -200 -12%
ACM
1533
Allred Capital Management
Texas
$406K +$528 +2 +0.1%
NFG
1534
Northeast Financial Group
Pennsylvania
$405K -$85.4K -323 -17%
WMN
1535
Wealth Management Nebraska
Nebraska
$404K +$404K +1,529 New
PSP
1536
Pacific Sage Partners
Washington
$403K -$73.7K -279 -15%
IPAM
1537
Investment Partners Asset Management
New Jersey
$402K -$26.9K -102 -6%
1WA
1538
180 Wealth Advisors
Washington
$401K -$109K -413 -21%
MCM
1539
M1 Capital Management
Michigan
$401K +$401K +1,518 New
BOJHT
1540
Bank of Jackson Hole Trust
Wyoming
$400K +$400K +1,515 New
SWA
1541
Serenus Wealth Advisors
California
$400K +$400K +1,514 New
GG
1542
Greenwood Gearhart
Arkansas
$397K +$397K +1,503 New
AWA
1543
Aaron Wealth Advisors
Illinois
$396K – – –
KFSN
1544
Keystone Financial Services (Nebraska)
Nebraska
$396K +$396K +1,499 New
PFBT
1545
Parkside Financial Bank & Trust
Missouri
$396K +$30.9K +117 +8%
VWA
1546
VERITY Wealth Advisors
United States
$396K +$1.32K +5 +0.3%
DA
1547
Detalus Advisors
Missouri
$394K -$12.7K -48 -3%
HCP
1548
Hardin Capital Partners
South Carolina
$389K -$2.11K -8 -0.5%
WA
1549
Wealthstream Advisors
New York
$384K +$1.32K +5 +0.3%
AMCA
1550
Arthur M. Cohen & Associates
Illinois
$383K – – –
60 61
62
63 64