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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,121 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, 874 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,121
Holders Change
+201
Holders Change %
+10.47%
% of All Funds
28.23%
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
874
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 %
WTC
176
WhitTier Trust Company
Nevada
$23.2M -$7.92K -30 -0%
CVSC
177
C.V. Starr & Co
New York
$23.1M +$23.1M +87,465 New
GT
178
Glenview Trust
Kentucky
$23.1M -$157K -594 -0.7%
FSC
179
Full Sail Capital
Oklahoma
$22.9M -$735K -2,782 -3%
CFGS
180
Concourse Financial Group Securities
Alabama
$22.8M -$780K -2,819 -3%
RDIA
181
RE Dickinson Investment Advisors
Iowa
$22.6M +$848K +321 +4%
AWS
182
Atria Wealth Solutions
New York
$22.5M -$1.72M -6,525 -7%
PFA
183
Pathway Financial Advisors
Vermont
$22.3M +$346K +1,309 +2%
RRA
184
Round Rock Advisors
Connecticut
$22.3M +$18.5K +70 +0.1%
WFM
185
Wolff Financial Management
Michigan
$22.3M +$68.4K +259 +0.3%
IAA
186
Independent Advisor Alliance
North Carolina
$21.9M +$21.6M +81,610 +6,230%
WCWM
187
Wooster Corthell Wealth Management
Connecticut
$21.8M -$221K -835 -1%
MA
188
Montag & Associates
Georgia
$21.7M +$5.67M +21,463 +35%
SB
189
Simmons Bank
Arkansas
$21.7M -$1.04M -3,937 -5%
MFIM
190
Mesirow Financial Investment Management
Illinois
$21.5M -$22M -83,425 -51%
OHWA
191
Oak Hill Wealth Advisors
Virginia
$21.4M +$21.4M +81,051 New
FFS
192
Founders Financial Securities
Maryland
$21.2M +$21.4K +81 +0.1%
PIN
193
Prudent Investors Network
California
$21M +$970K +3,672 +5%
ME
194
McIlrath & Eck
Washington
$21M +$623K +2,359 +3%
HI
195
Horizon Investments
North Carolina
$20.8M +$61.8K +234 +0.3%
BF
196
BOK Financial
Oklahoma
$20.7M +$2.69M +10,221 +15%
TFA
197
Transamerica Financial Advisors
Florida
$20.3M -$322K -1,220 -2%
MWM
198
Marietta Wealth Management
Georgia
$20.1M +$169K +641 +0.8%
MWM
199
Modera Wealth Management
New Jersey
$19.9M +$17M +64,463 +594%
RFS
200
Retirement Financial Solutions
Tennessee
$19.5M -$144K -544 -0.7%
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