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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 %
CFAM
1576
Center For Asset Management
Florida
$366K +$42K +159 +13%
1SB
1577
1ST Source Bank
Indiana
$365K +$29.1K +110 +9%
VNA
1578
Valley National Advisers
Pennsylvania
$365K -$11.9K -45 -3%
TFA
1579
Toth Financial Advisory
Virginia
$365K +$264 +1 +0.1%
FNBOMD
1580
First National Bank of Mount Dora
Florida
$365K – – –
MPI
1581
Mairs & Power Inc
Minnesota
$364K – – –
TGAM
1582
TBH Global Asset Management
Tennessee
$364K – – –
BMD
1583
Better Money Decisions
New Mexico
$363K +$2.64K +10 +0.7%
AWA
1584
Alta Wealth Advisors
Massachusetts
$363K -$6.08K -23 -2%
BWL
1585
Bogart Wealth LLC
Virginia
$363K +$15.6K +59 +4%
WJA
1586
Willis Johnson & Associates
Texas
$363K -$22.4K -85 -6%
CSC
1587
Caldwell Sutter Capital
California
$362K -$1.32K -5 -0.4%
JWS
1588
Juncture Wealth Strategies
Arizona
$362K +$362K +1,371 New
FFWA
1589
FRG Family Wealth Advisors
Washington
$362K – – –
LFA
1590
LifeGuide Financial Advisors
Pennsylvania
$360K – – –
IAG
1591
Ipsen Advisor Group
Arkansas
$359K +$359K +1,360 New
CIA
1592
Cape Investment Advisory
Georgia
$359K +$87.2K +330 +32%
C1AG
1593
Client 1st Advisory Group
Florida
$359K – – –
NSIM
1594
North Star Investment Management
Illinois
$359K +$8.72K +33 +2%
KOMWMG
1595
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$359K +$264 +1 +0.1%
SWP
1596
Strategic Wealth Partners
Ohio
$357K +$50.9K +184 +17%
CT
1597
Clearstead Trust
Maine
$357K – – –
VC
1598
Vestor Capital
Illinois
$357K – – –
Invesco
1599
Invesco
Georgia
$356K -$44.9K -170 -11%
OWMIAS
1600
One Wealth Management Investment & Advisory Services
Florida
$356K -$1.59K -6 -0.4%
62 63
64
65 66