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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 %
SRCM
2051
Signature Resources Capital Management
California
$21.1K – – –
VNIM
2052
Vaughan Nelson Investment Management
Texas
$21K – – –
CFO
2053
Colony Family Offices
North Carolina
$20.9K – – –
PFT
2054
Providence First Trust
Arizona
$19.8K +$19.8K +75 New
FFA
2055
Fairfield Financial Advisors
Massachusetts
$19.5K -$9.25K -35 -32%
KWM
2056
Kiker Wealth Management
Georgia
$19.5K +$19.5K +74 New
HC
2057
Hurley Capital
New York
$19.2K +$19.2K +72 New
WWP
2058
WR Wealth Planners
Missouri
$19K +$2.91K +11 +18%
SAM
2059
Synergy Asset Management
Washington
$18.2K +$18.2K +69 New
HHGA
2060
Halbert Hargrove Global Advisors
California
$17.5K +$17.5K +66 New
HWM
2061
HighMark Wealth Management
Minnesota
$17.2K – – –
SIC
2062
SJS Investment Consulting
Ohio
$16.6K – – –
MBFW
2063
Morton Brown Family Wealth
Pennsylvania
$16.6K – – –
SCA
2064
Stuart Chaussee & Associates
California
$16.6K – – –
KTC
2065
Kentucky Trust Company
Kentucky
$15.8K +$15.8K +60 New
CAM
2066
Creekmur Asset Management
Illinois
$15.6K – – –
VanEck Associates
2067
VanEck Associates
New York
$15K +$6.98K +27 +87%
PSFG
2068
Park Square Financial Group
Georgia
$14.3K +$14.3K +54 New
WAM
2069
WFA Asset Management
Wisconsin
$14K – – –
DCM
2070
Davis Capital Management
Florida
$14K – – –
CWM
2071
Crowley Wealth Management
Delaware
$13.2K +$13.2K +50 New
SWC
2072
Spectrum Wealth Counsel
Indiana
$12.9K +$12.9K +49 New
FGC
2073
Financial Gravity Companies
Texas
$12.9K – – –
TIM
2074
Thompson Investment Management
Wisconsin
$11.9K – – –
NCM
2075
Northwest Capital Management
Oregon
$11.9K – – –
81 82
83
84 85