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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 %
AC
1876
Anson Capital
Georgia
$207K +$207K +795 New
PFG
1877
Prospect Financial Group
Virginia
$206K +$206K +782 New
BSA
1878
Braun Stacey Associates
New York
$206K – – –
GTAM
1879
Global Trust Asset Management
Florida
$205K – – –
LWL
1880
Leo Wealth LLC
Texas
$205K +$205K +776 New
PAM
1881
PCG Asset Management
New Jersey
$205K +$205K +776 New
CMBA
1882
C.M. Bidwell & Associates
Hawaii
$205K -$6.61K -25 -3%
TAM
1883
Trillium Asset Management
Massachusetts
$204K +$204K +774 New
CWM
1884
C2C Wealth Management
Arizona
$204K – – –
GWA
1885
Gutierrez Wealth Advisory
Arkansas
$203K +$203K +770 New
ANBT
1886
American National Bank & Trust
Texas
$203K -$526K -1,991 -72%
MCM
1887
Mattern Capital Management
Colorado
$203K – – –
DFA
1888
DHJJ Financial Advisors
Illinois
$203K -$2.64K -10 -1%
IA
1889
Insight Advisors
Pennsylvania
$202K +$202K +766 New
SPWM
1890
Schrum Private Wealth Management
Florida
$202K -$110K -417 -35%
CBA
1891
Coastal Bridge Advisors
Connecticut
$201K +$201K +763 New
CCMG
1892
Clark Capital Management Group
Pennsylvania
$200K -$5.28K -20 -3%
NF
1893
NavPoint Financial
Minnesota
$200K +$200K +759 New
TIM
1894
Tortoise Investment Management
New York
$200K – – –
HWA
1895
HHM Wealth Advisors
Tennessee
$199K +$4.49K +17 +2%
BLC
1896
Brown, Lisle/Cummings
Rhode Island
$198K – – –
VWM
1897
Venturi Wealth Management
Texas
$197K +$15.9K +60 +9%
RCM
1898
Richardson Capital Management
Wisconsin
$196K -$9.77K -37 -5%
VAG
1899
VisionPoint Advisory Group
Texas
$196K +$1.58K +6 +0.8%
SN
1900
Sittner & Nelson
Oregon
$194K – – –
74 75
76
77 78