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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 %
NCM
2076
Northwest Capital Management
Oregon
$11.9K – – –
FDW
2077
Fourth Dimension Wealth
Ohio
$11.7K +$11.7K +44 New
PWS
2078
Peterson Wealth Services
Utah
$11.6K +$11.6K +44 New
PPWM
2079
PFG Private Wealth Management
Florida
$11.1K -$3.43K -13 -24%
CJH
2080
Christopher J. Hasenberg
Wisconsin
$11.1K – – –
RAM
2081
Riggs Asset Management
Pennsylvania
$10.6K – – –
PWMG
2082
Private Wealth Management Group
New Jersey
$10.6K – – –
RWS
2083
Retirement Wealth Solutions
Wisconsin
$9.94K +$9.94K +38 New
TCM
2084
TruNorth Capital Management
Michigan
$9.25K – – –
FWM
2085
FSA Wealth Management
Massachusetts
$6.92K – – –
TWD
2086
True Wealth Design
Ohio
$6.6K – – –
CFS
2087
CGC Financial Services
Oregon
$6.6K – – –
VWM
2088
Valley Wealth Managers
New Jersey
$6.34K – – –
WWM
2089
Wolff Wiese Magana
California
$6.08K – – –
GPFA
2090
Game Plan Financial Advisors
Ohio
$5.95K +$259 +1 +5%
BTC
2091
Bank & Trust Company
Illinois
$5.28K – – –
EDRH
2092
Edmond de Rothschild Holding
Switzerland
$5.28K +$5.28K +20 New
AIP
2093
Ameritas Investment Partners
Nebraska
$5.02K +$5.02K +19 New
MCM
2094
MV Capital Management
Maryland
$4.76K – – –
WA
2095
WPG Advisers
Maryland
$4.75K +$4.75K +18 New
AWM
2096
Absher Wealth Management
North Carolina
$4.49K – – –
ACM
2097
Anfield Capital Management
California
$4.49K +$1.85K +7 +70%
LWA
2098
Lowe Wealth Advisors
Maryland
$3.96K +$1.32K +5 +50%
IRAG
2099
Investment Research & Advisory Group
Georgia
$3.7K – – –
WMS
2100
Wealth Management Strategies
Pennsylvania
$3.47K +$3.47K +1,314 New
82 83
84
85 86