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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,121 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, 874 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,121
Holders Change
+201
Holders Change %
+10.47%
% of All Funds
28.23%
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
874
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 %
ANTB
151
AMG National Trust Bank
Colorado
$27.6M +$2.67M +10,115 +11%
PFM
152
Phillips Financial Management
Indiana
$27.5M -$510K -1,930 -2%
IWC
153
Integrated Wealth Concepts
Massachusetts
$27.5M +$552K +2,088 +2%
WB
154
WesBanco Bank
West Virginia
$27.2M +$2.26M +8,554 +9%
SWM
155
SigFig Wealth Management
California
$27M +$5.99M +22,676 +28%
CWM
156
Cranbrook Wealth Management
Michigan
$26.7M -$38.6K -146 -0.1%
WT
157
Whittier Trust
California
$25.7M -$1.32M -4,990 -5%
CTB
158
Country Trust Bank
Illinois
$25.1M +$2.1M +7,936 +9%
PMG
159
ProVise Management Group
Florida
$25.1M +$135K +510 +0.5%
OIA
160
OneDigital Investment Advisors
Kansas
$25M +$888K +3,361 +4%
SFS
161
Searcy Financial Services
Kansas
$25M -$136K -515 -0.5%
DJSG
162
D.J. St. Germain
Massachusetts
$24.9M -$251K -950 -1%
PFA
163
Pure Financial Advisors
California
$24.9M -$596K -2,258 -2%
NAS
164
Nicolet Advisory Services
Wisconsin
$24.9M -$24.4K -93 -0.1%
HWM
165
HB Wealth Management
Georgia
$24.8M +$572K +2,165 +2%
AFS
166
Axiom Financial Strategies
Indiana
$24.6M -$1.35M -5,094 -5%
Brown Advisory
167
Brown Advisory
Maryland
$24.6M +$3.08M +11,662 +14%
CCM
168
Condor Capital Management
New Jersey
$24.5M +$93.2K +353 +0.4%
AFA
169
American Financial Advisors
Georgia
$24.5M -$115K -436 -0.5%
GM
170
GeoWealth Management
Illinois
$24.4M +$1.5M +5,686 +7%
BP
171
BCK Partners
New York
$24.3M -$7.37M -27,910 -23%
FA
172
Fiducient Advisors
Illinois
$23.9M -$2.28M -8,651 -9%
WIC
173
Woodmont Investment Counsel
Tennessee
$23.4M -$94K -356 -0.4%
Empower Advisory Group
174
Empower Advisory Group
Colorado
$23.4M +$198K +748 +0.9%
SCM
175
SOL Capital Management
Maryland
$23.3M -$592K -2,240 -2%
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