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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,133 hedge funds and large institutions have $55.7B invested in Vanguard Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 829 increasing their positions, 781 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,133
Holders Change
+31
Holders Change %
+1.47%
% of All Funds
28.58%
Holding in Top 10
241
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.69%
% of All Funds
3.23%
New
151
Increased
829
Reduced
781
Closed
77
Calls
$19.8M
Puts
$6.32M
Net Calls
+$13.5M
Net Calls Change
+$1.65M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$1.14B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$734M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$701M
4
Wells Fargo
Wells Fargo
California
+$229M
5
RFC
Regions Financial Corp
Alabama
+$197M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$226M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$67.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$49.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$42.9M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1626
Helium Advisors
Washington
$366K +$64.1K +229 +21%
AWM
1627
Avaii Wealth Management
Wisconsin
$365K – – –
CIC
1628
Chilton Investment Company
Connecticut
$365K +$365K +1,303 New
TWA
1629
Trace Wealth Advisors
California
$363K – – –
CFAM
1630
Center For Asset Management
Florida
$363K -$265K -1,002 -42%
SWP
1631
Strategic Wealth Partners
Ohio
$362K +$362K +1,294 New
NW
1632
Naviter Wealth
Arkansas
$361K +$10.1K +36 +3%
SFS
1633
Strategic Financial Services
New York
$361K – – –
MP
1634
McDonald Partners
Ohio
$361K +$361K +1,289 New
FWP
1635
Falcon Wealth Planning
California
$360K -$2.52K -9 -0.7%
MCM
1636
Morton Capital Management
California
$359K – – –
OWMIAS
1637
One Wealth Management Investment & Advisory Services
Florida
$358K -$18.7K -67 -5%
HIIFS
1638
Harel Insurance Investments & Financial Services
Israel
$358K -$45.6K -163 -11%
KAM
1639
Knightsbridge Asset Management
California
$356K +$356K +1,274 New
LWANC
1640
Laurel Wealth Advisors (North Carolina)
North Carolina
$356K +$355K +99,264 +27,883%
SFA
1641
Seneca Financial Advisors
New York
$354K – – –
D
1642
Dentgroup
Louisiana
$354K -$280 -1 -0.1%
MWG
1643
Martin Worley Group
Utah
$354K – – –
WPP
1644
Whalerock Point Partners
Rhode Island
$351K – – –
GF
1645
Gimbal Financial
Indiana
$350K – – –
DJYG
1646
David J. Yvars Group
Florida
$348K – – –
BWA
1647
Bordeaux Wealth Advisors
California
$348K – – –
CWMGO
1648
Capstone Wealth Management Group (Oregon)
Oregon
$347K – – –
KPP
1649
Kings Path Partners
Texas
$346K – – –
DCM
1650
Donaldson Capital Management
Indiana
$346K -$12.9K -46 -4%
64 65
66
67 68