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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 %
PWM
1651
Penobscot Wealth Management
Maine
$323K +$1.32K +5 +0.4%
UW
1652
Unique Wealth
Florida
$322K – – –
CIA
1653
Cladis Investment Advisory
Montana
$322K +$18.5K +70 +6%
FFBTD
1654
First Financial Bank - Trust Division
Ohio
$322K – – –
CAG
1655
Csenge Advisory Group
Florida
$321K -$13.7K -52 -4%
AWP
1656
Accretive Wealth Partners
New Jersey
$320K +$99K +375 +45%
EW
1657
Enzi Wealth
Texas
$318K -$277 -1 -0.1%
NAM
1658
NorthCrest Asset Manangement
Minnesota
$318K +$264 +1 +0.1%
HIP
1659
HUB Investment Partners
Texas
$318K -$34.4K -130 -10%
AG
1660
AmeriFlex Group
Nevada
$317K +$317K +1,151 New
YIA
1661
YHB Investment Advisors
Connecticut
$317K -$6.6K -25 -2%
GFA
1662
Grunden Financial Advisory
Texas
$317K – – –
SFS
1663
Sharp Financial Services
Pennsylvania
$314K -$2.64K -10 -0.8%
SW
1664
SkyOak Wealth
Michigan
$314K – – –
PWP
1665
Private Wealth Partners
California
$314K +$314K +1,188 New
OFS
1666
Orrstown Financial Services
Pennsylvania
$313K -$278K -1,051 -47%
MPPLM
1667
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$312K – – –
PP
1668
Prosperity Planning
Missouri
$312K -$5.02K -19 -2%
TAM
1669
Townsend Asset Management
North Carolina
$312K +$1.06K +4 +0.3%
AWAG
1670
ARS Wealth Advisors Group
Florida
$312K – – –
GWS
1671
Glassman Wealth Services
Virginia
$311K -$4.49K -17 -1%
BWA
1672
Bordeaux Wealth Advisors
California
$311K -$120K -454 -28%
BSTWA
1673
Blake Schutter Theil Wealth Advisors
Ohio
$310K +$528 +2 +0.2%
EFG
1674
Elm3 Financial Group
Georgia
$310K +$310K +1,173 New
SFC
1675
Strategic Financial Concepts
Texas
$309K +$19.3K +73 +7%
65 66
67
68 69