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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 %
MWM
1726
Maridea Wealth Management
New York
$276K +$276K +1,045 New
WTA
1727
Washington Trust Advisors
Massachusetts
$276K +$1.32K +5 +0.5%
CCWM
1728
Correct Capital Wealth Management
Missouri
$275K – – –
SFG
1729
Snider Financial Group
Washington
$275K +$275K +1,040 New
GEA
1730
Glen Eagle Advisors
New Jersey
$274K +$4.23K +16 +2%
CFGSD
1731
Compass Financial Group (South Dakota)
South Dakota
$274K -$3.7K -14 -1%
AF
1732
Apexium Financial
Texas
$273K +$273K +1,034 New
LWCFA
1733
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$272K – – –
LF
1734
Lee Financial
Texas
$272K +$30.1K +114 +12%
MFS
1735
Miller Financial Services
Michigan
$271K +$271K +1,025 New
CCA
1736
Clearwater Capital Advisors
Illinois
$270K -$3.7K -14 -1%
EWM
1737
Echo Wealth Management
Minnesota
$270K – – –
TI
1738
tru Independence
Oregon
$270K -$13.2K -50 -5%
SAM
1739
Sherman Asset Management
California
$270K +$270K +1,021 New
CAI
1740
Capital Advisors Inc
Oklahoma
$270K -$37.5K -142 -12%
GWA
1741
Geometric Wealth Advisors
District of Columbia
$269K +$16.9K +64 +7%
PIWA
1742
Prevail Innovative Wealth Advisors
Kansas
$269K +$269K +1,018 New
PWG
1743
Portside Wealth Group
Utah
$268K +$268K +1,016 New
MGW
1744
MB Generational Wealth
Washington
$268K – – –
EFG
1745
Embree Financial Group
Illinois
$268K +$1.06K +4 +0.4%
RMAM
1746
Raab & Moskowitz Asset Management
New Jersey
$268K -$17.2K -65 -6%
PPW
1747
Presilium Private Wealth
Pennsylvania
$268K – – –
APW
1748
Acima Private Wealth
Virginia
$266K – – –
KCPG
1749
Kavar Capital Partners Group
Kansas
$265K – – –
TWM
1750
Tolleson Wealth Management
Texas
$265K – – –
68 69
70
71 72