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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 %
USB
2001
Union Savings Bank
Connecticut
$51.8K – – –
NL
2002
NVWM LLC
Pennsylvania
$51K +$51K +193 New
IIL
2003
Insight Inv LLC
California
$50.4K – – –
AIC
2004
Archer Investment Corporation
Indiana
$50.4K -$28.2K -107 -36%
HDIM
2005
Hanson & Doremus Investment Management
Vermont
$50K – – –
LI
2006
LRI Investments
Florida
$48.9K – – –
PP
2007
PFS Partners
New Jersey
$48.8K +$264 +1 +0.5%
PFA
2008
Pathway Financial Advisers
Indiana
$47.2K +$263 +1 +0.6%
RPCA
2009
Running Point Capital Advisors
California
$47K – – –
SIS
2010
Strategic Investment Solutions
Illinois
$46K -$96.9K -367 -68%
NC
2011
NewSquare Capital
Pennsylvania
$44.9K +$44.9K +170 New
MEG
2012
Millstone Evans Group
Colorado
$44.1K +$44.1K +167 New
AWM
2013
Angeles Wealth Management
California
$43.1K – – –
MSG
2014
Main Street Group
Virginia
$42.3K +$263 +1 +0.6%
PBK
2015
Peoples Bank (Kansas)
Kansas
$39.6K – – –
CNBTD
2016
Citizens National Bank Trust Department
Mississippi
$39.1K – – –
CMP
2017
Coston McIsaac & Partners
Maine
$38K +$6.29K +24 +20%
WWA
2018
Wingate Wealth Advisors
Massachusetts
$37.8K +$37.8K +143 New
OCM
2019
Orion Capital Management
California
$37.8K +$37.8K +143 New
RCM
2020
Raleigh Capital Management
North Carolina
$37.2K +$33.5K +127 +907%
BCM
2021
Blume Capital Management
California
$36.7K -$35.6K -135 -49%
CPG
2022
Cornerstone Planning Group
New Jersey
$35.5K -$134K -488 -79%
HWM
2023
Hemington Wealth Management
Virginia
$35K – – –
POIA
2024
Pin Oak Investment Advisors
Texas
$35K – – –
AWM
2025
Aberdeen Wealth Management
Illinois
$34.3K -$12.7K -48 -27%
79 80
81
82 83