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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 %
SC
1976
Swan Capital
Florida
$73K +$264 +1 +0.4%
BTD
1977
BankPlus Trust Department
Mississippi
$72.6K +$72.6K +275 New
GWSG
1978
GPS Wealth Strategies Group
Colorado
$70.6K -$3.97K -15 -5%
KA
1979
Kozak & Associates
Colorado
$70.6K – – –
SCM
1980
Sterling Capital Management
North Carolina
$69.2K -$4.23K -16 -6%
AWM
1981
Atticus Wealth Management
Florida
$68K +$264 +1 +0.4%
MFC
1982
Morris Financial Concepts
South Carolina
$66.8K -$7.4K -28 -10%
AAG
1983
Armstrong Advisory Group
Massachusetts
$65K +$34.3K +130 +112%
SA
1984
SRH Advisors
Kansas
$64.7K – – –
VWWMG
1985
Vermillion & White Wealth Management Group
Pennsylvania
$63.9K – – –
M
1986
MOTCO
Texas
$63.4K – – –
PFA
1987
Pillar Financial Advisors
Kentucky
$62.6K +$62.6K +237 New
SC
1988
Sawyer & Company
Massachusetts
$62K +$3.17K +12 +5%
FC
1989
Fairscale Capital
New Hampshire
$61.3K – – –
PCM
1990
Perritt Capital Management
Illinois
$60.7K – – –
BWM
1991
Bernard Wealth Management
Michigan
$59.4K +$59.4K +225 New
VHAM
1992
Van Hulzen Asset Management
California
$59.4K +$59.4K +225 New
WAS
1993
Winch Advisory Services
Wisconsin
$58.7K +$264 +1 +0.5%
AEPWM
1994
Atlantic Edge Private Wealth Management
Florida
$58.6K – – –
BCPWM
1995
Bradley & Co Private Wealth Management
Florida
$58.1K +$58.1K +220 New
HI
1996
Hoey Investments
Pennsylvania
$56.9K +$529 +2 +0.9%
CCA
1997
Criterion Capital Advisors
Tennessee
$55.7K – – –
HBW
1998
Hazlett, Burt & Watson
West Virginia
$54K – – –
FCG
1999
Financial Connections Group
California
$54K – – –
OAJ
2000
Ogorek Anthony Joseph
New York
$54K +$54K +208 New
78 79
80
81 82