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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 %
DP
1751
Dearborn Partners
Illinois
$265K -$1.59K -6 -0.6%
SAM
1752
Summit Asset Management
Tennessee
$265K – – –
SC
1753
Searle & Co
Connecticut
$264K – – –
FFP
1754
FourThought Financial Partners
Florida
$264K +$20.9K +79 +9%
CA
1755
Crumly & Associates
Illinois
$263K +$263K +996 New
UAG
1756
United Advisor Group
Ohio
$262K -$19.3K -73 -7%
LWM
1757
Level Wealth Management
North Carolina
$262K +$262K +992 New
LIM
1758
Lathrop Investment Management
Arkansas
$262K -$11.9K -45 -4%
CF
1759
Clarity Financial
Texas
$261K +$261K +987 New
TL
1760
Tradewinds LLC
North Carolina
$260K -$151K -546 -37%
IFPG
1761
Intrepid Financial Planning Group
Indiana
$260K – – –
MWML
1762
M Wealth Management LLC
California
$260K +$260K +984 New
MPCA
1763
Madison Park Capital Advisors
Washington
$259K -$128K -483 -33%
FPL
1764
Fortress Private Ledger
North Carolina
$258K +$258K +978 New
SFP
1765
Strategic Financial Planning
Texas
$258K – – –
CP
1766
Clarendon Private
Massachusetts
$257K +$257K +973 New
SAM
1767
SignalPoint Asset Management
Missouri
$257K -$12.1K -46 -5%
UB
1768
Umpqua Bank
Oregon
$256K – – –
FWTB
1769
First Western Trust Bank
Colorado
$255K -$239K -903 -48%
GWA
1770
Gibson Wealth Advisors
Texas
$255K – – –
MCC
1771
Money Concepts Capital
Florida
$255K +$22.4K +85 +10%
JCM
1772
Janney Capital Management
Pennsylvania
$255K – – –
BIM
1773
Baldwin Investment Management
Pennsylvania
$255K -$264K -998 -51%
NPF
1774
Norris Perne & French
Michigan
$254K – – –
B
1775
Bensler
Washington
$253K – – –
69 70
71
72 73