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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 %
HFAS
1851
Hummer Financial Advisory Services
Illinois
$218K – – –
MIM
1852
MTM Investment Management
South Carolina
$218K – – –
APG
1853
Abacus Planning Group
South Carolina
$218K – – –
ODIJL
1854
One Day In July LLC
Vermont
$217K -$1.06K -4 -0.5%
TFP
1855
Tilia Fiduciary Partners
North Carolina
$217K +$217K +821 New
WA
1856
Wealthstar Advisors
Texas
$216K +$216K +819 New
FCC
1857
Flower City Capital
New York
$216K -$28.8K -109 -12%
EL
1858
Essex LLC
Illinois
$215K -$2.38K -9 -1%
CCA
1859
Cypress Capital Advisors
Tennessee
$214K +$214K +811 New
MC
1860
Middleton & Co
Massachusetts
$214K – – –
RFA
1861
ROI Financial Advisors
Oregon
$214K -$10.6K -40 -5%
SWP
1862
ShoreHaven Wealth Partners
New Jersey
$213K – – –
MM
1863
Main Management
California
$213K – – –
HA
1864
HFG Advisors
Ohio
$212K – – –
SRA
1865
Secured Retirement Advisors
Minnesota
$212K – – –
LFASL
1866
Lugano Financial Advisors SA (LFA)
Switzerland
$211K – – –
BAM
1867
Bosun Asset Management
Illinois
$211K – – –
FA
1868
Fedenia Advisers
Wisconsin
$211K +$211K +800 New
WI
1869
Wintrust Investments
Illinois
$211K +$33.2K +126 +19%
TA
1870
TKG Advisors
Indiana
$211K – – –
IWM
1871
Integris Wealth Management
California
$210K +$210K +796 New
SWM
1872
Sugarloaf Wealth Management
Georgia
$210K +$19.5K +74 +10%
SXL
1873
Summit X LLC
Missouri
$209K +$209K +793 New
AWA
1874
Aquire Wealth Advisors
Utah
$209K +$209K +792 New
CWM
1875
Campbell Wealth Management
Virginia
$208K – – –
73 74
75
76 77