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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 %
BIM
1926
Breakwater Investment Management
Washington
$149K – – –
HI
1927
Human Investing
Oregon
$146K +$146K +554 New
SC
1928
Solstein Capital
California
$142K – – –
CPA
1929
Cardiff Park Advisors
California
$142K +$528 +2 +0.4%
HCM
1930
Hollencrest Capital Management
California
$142K +$129K +488 +1,017%
BCM
1931
Birch Capital Management
Texas
$139K -$10.8K -41 -7%
BL
1932
BFSG LLC
California
$138K -$1.32K -5 -0.9%
RFA
1933
Reyes Financial Architecture
California
$136K +$136K +514 New
MWP
1934
MYCIO Wealth Partners
Pennsylvania
$134K – – –
BIG
1935
Brooklyn Investment Group
New York
$132K +$132K +500 New
MLA
1936
MB, Levis & Associates
Pennsylvania
$132K +$529 +2 +0.4%
RFS
1937
Richardson Financial Services
Massachusetts
$130K -$528 -2 -0.4%
IFS
1938
Intelligent Financial Strategies
Minnesota
$130K +$528 +2 +0.4%
Allspring Global Investments
1939
Allspring Global Investments
North Carolina
$130K – – –
LB
1940
Legacy Bridge
Iowa
$129K – – –
SS
1941
SBI Securities
Japan
$128K +$128K +485 New
DF
1942
DecisionPoint Financial
Arizona
$127K +$19.5K +74 +18%
FC
1943
Family CFO
California
$124K +$49.1K +186 +66%
TAM
1944
Tucker Asset Management
Colorado
$123K -$13.2K -50 -10%
CTWM
1945
Cherry Tree Wealth Management
Minnesota
$121K +$4.75K +18 +4%
NG
1946
NWK Group
California
$118K – – –
ZB
1947
Zions Bancorporation
Utah
$118K – – –
TF
1948
Tompkins Financial
New York
$117K -$26.4K -100 -18%
FRA
1949
Front Row Advisors
California
$115K – – –
BIA
1950
Bell Investment Advisors
California
$113K – – –
76 77
78
79 80