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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 %
CA
1601
CGN Advisors
Kansas
$356K -$93K -352 -21%
GS
1602
GWN Securities
Florida
$354K +$354K +1,321 New
MAA
1603
Matrix Asset Advisors
New York
$352K +$90.6K +343 +35%
PRI
1604
Prepared Retirement Institute
Pennsylvania
$351K +$264 +1 +0.1%
LCWP
1605
Legacy Capital Wealth Partners
Arkansas
$350K +$47.7K +907 +16%
AGP
1606
Aspire Growth Partners
Florida
$350K +$350K +1,325 New
FBC
1607
Fairfield, Bush & Co
Connecticut
$348K – – –
CWMGO
1608
Capstone Wealth Management Group (Oregon)
Oregon
$347K +$347K +1,313 New
SWM
1609
Silverlake Wealth Management
Vermont
$347K -$161K -611 -32%
CPA
1610
Compass Planning Associates
Massachusetts
$345K +$345K +1,307 New
AWM
1611
Avaii Wealth Management
Wisconsin
$345K -$10.6K -40 -3%
TWA
1612
Trace Wealth Advisors
California
$343K +$343K +1,299 New
SSWM
1613
Smith Salley Wealth Management
North Carolina
$343K +$10.8K +41 +3%
CIA
1614
Compass Investment Advisers
Oregon
$343K +$343K +1,297 New
CSWM
1615
Cassady Schiller Wealth Management
Ohio
$342K -$1.58K -6 -0.5%
RMP
1616
Richards, Merrill & Peterson
Washington
$342K +$342K +1,295 New
FFG
1617
Fiduciary Financial Group
California
$341K – – –
SFC
1618
SYM Financial Corp
Indiana
$341K +$25.1K +95 +8%
GPW
1619
Genesis Private Wealth
Virginia
$340K +$340K +1,288 New
MWP
1620
Madison Wealth Partners
Wisconsin
$340K +$5.81K +22 +2%
FCT
1621
First Community Trust
Iowa
$339K +$1.06K +4 +0.3%
MA
1622
MKT Advisors
California
$339K +$821 +3 +0.2%
FAT
1623
First American Trust
California
$339K – – –
MCM
1624
Morton Capital Management
California
$339K – – –
PCM
1625
Penn Capital Management
Pennsylvania
$338K +$124K +469 +58%
63 64
65
66 67