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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 %
MFF
1701
Michels Family Financial
Texas
$290K +$290K +1,099 New
RWA
1702
Redhawk Wealth Advisors
Minnesota
$290K -$5.02K -19 -2%
BWM
1703
BankPlus Wealth Management
Mississippi
$289K +$289K +1,097 New
KCM
1704
Kanawha Capital Management
Virginia
$289K – – –
C
1705
Covestor
United Kingdom
$289K +$3.97K +15 +1%
WMA
1706
West Michigan Advisors
Michigan
$289K -$15.3K -58 -5%
BC
1707
Barrett & Company
Rhode Island
$289K – – –
GKWIM
1708
Gerber Kawasaki Wealth & Investment Management
California
$288K -$7.4K -28 -3%
CAL
1709
Capital Advisors Ltd
Ohio
$288K – – –
EIA
1710
Edgemoor Investment Advisors
Maryland
$288K – – –
FWMP
1711
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$288K +$288K +1,090 New
PAS
1712
PKS Advisory Services
New York
$288K +$288K +1,089 New
HIA
1713
HTG Investment Advisors
Connecticut
$288K +$17.2K +65 +6%
PCM
1714
Pennsylvania Capital Management
Pennsylvania
$287K +$53.3K +202 +23%
SM
1715
Sensible Money
Arizona
$287K – – –
GWM
1716
GK Wealth Management
Nevada
$286K +$286K +1,082 New
STCOSD
1717
Sageworth Trust Company of South Dakota
South Dakota
$285K – – –
SL
1718
SWMG LLC
Texas
$284K -$277 -1 -0.1%
HA
1719
Helium Advisors
Washington
$284K +$284K +1,074 New
BCMLT
1720
Beacon Capital Management LLC (Tennessee)
Tennessee
$282K +$30.1K +114 +12%
AWP
1721
Axis Wealth Partners
Rhode Island
$282K +$282K +1,068 New
TWP
1722
Tyche Wealth Partners
Texas
$278K +$264 +1 +0.1%
LT
1723
Legacy Trust
Michigan
$278K – – –
CA
1724
Carson Advisory
Georgia
$278K +$10K +38 +4%
EW
1725
Element Wealth
Mississippi
$277K +$264 +1 +0.1%
67 68
69
70 71