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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 %
SB
1551
Sunflower Bank
Texas
$383K – – –
FFG
1552
Fortem Financial Group
California
$382K +$15.8K +60 +4%
IPA
1553
Investment Planning Advisors
Georgia
$380K +$122K +463 +47%
NWMG
1554
National Wealth Management Group
Ohio
$380K +$26.2K +99 +7%
SWM
1555
Stockman Wealth Management
Montana
$378K +$10.6K +40 +3%
CA
1556
Claro Advisors
Massachusetts
$378K -$15.3K -58 -4%
TVWM
1557
Tower View Wealth Management
Wisconsin
$375K +$1.32K +5 +0.4%
FFA
1558
Founders Financial Alliance
North Carolina
$375K +$8.98K +34 +2%
AC
1559
Avestar Capital
New York
$374K +$374K +1,417 New
PCG
1560
Prosperity Consulting Group
Maryland
$373K +$167K +632 +81%
CWA
1561
Canvas Wealth Advisors
Kansas
$373K +$8.45K +32 +2%
MCG
1562
McCollum Christoferson Group
New York
$372K – – –
WCP
1563
Wealthcare Capital Partners
Pennsylvania
$371K +$371K +1,406 New
PAG
1564
Powers Advisory Group
Illinois
$371K +$61.3K +232 +20%
RPWA
1565
Regent Peak Wealth Advisors
Georgia
$371K +$264 +1 +0.1%
PW
1566
Potentia Wealth
California
$370K +$370K +1,400 New
EFA
1567
Edge Financial Advisors
Illinois
$369K -$1.58K -6 -0.4%
EWM
1568
EPG Wealth Management
Georgia
$369K – – –
AWA
1569
Aletheian Wealth Advisors
Washington
$368K -$82.9K -314 -18%
CPC
1570
CFC Planning Company
Indiana
$368K +$368K +1,393 New
LTL
1571
Lowery Thomas LLC
California
$367K +$1.32K +5 +0.4%
M
1572
MYeCFO
California
$367K +$68.7K +260 +23%
SFG
1573
Sunburst Financial Group
Alabama
$367K -$214K -812 -37%
FW
1574
Fairway Wealth
Ohio
$366K +$51K +193 +16%
GFL
1575
Granite FO LLC
New Hampshire
$366K – – –
61 62
63
64 65