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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 %
CPL
2101
Capital & Planning LLC
Georgia
$3.17K +$3.17K +12 New
AI
2102
Arvest Investments
Arkansas
$3.17K – – –
AIA
2103
Arcadia Investment Advisors
Idaho
$2.91K – – –
PMIM
2104
Prudent Man Investment Management
Colorado
$2.64K +$2.64K +10 New
IRC
2105
Investors Research Corp
Georgia
$2.64K -$5.28K -20 -67%
WCAMG
2106
Woodard & Company Asset Management Group
North Carolina
$2.64K – – –
VCM
2107
Viewpoint Capital Management
Washington
$2.38K – – –
FNWA
2108
Financial Network Wealth Advisors
Utah
$2.11K -$29.8K -113 -93%
CTA
2109
Colonial Trust Advisors
South Carolina
$1.85K -$84.5K -320 -98%
GA
2110
GoalVest Advisory
New York
$1.85K +$1.85K +7 New
NS
2111
NBC Securities
Alabama
$1.75K -$1.89M -6,487 -100%
IWP
2112
IAG Wealth Partners
Wisconsin
$1.59K -$11.4K -43 -88%
CMA
2113
Cedar Mountain Advisors
Oregon
$1.59K – – –
LIS
2114
Legacy Investment Solutions
Idaho
$1.38K – – –
LWMI
2115
Legacy Wealth Management (Idaho)
Idaho
$1.38K – – –
NA
2116
Nordwand Advisors
Pennsylvania
$1.32K – – –
RF
2117
Robbins Farley
New Hampshire
$1.06K – – –
NRWA
2118
North Ridge Wealth Advisors
Oregon
$1.06K +$1.06K +4 New
MHIP
2119
Mountain Hill Investment Partners
New Jersey
$1.06K +$1.06K +4 New
MFS
2120
Mattson Financial Services
Michigan
$791 +$791 +3 New
SFA
2121
Semmax Financial Advisors
North Carolina
$565 – – –
EAM
2122
Eukles Asset Management
Ohio
$528 +$264 +1 +100%
CICI
2123
Capital Investment Counsel Inc
North Carolina
$528 +$528 +2 New
BA
2124
Bellwether Advisors
Nebraska
$528 +$528 +2 New
CWM
2125
Connecticut Wealth Management
Connecticut
– -$53.4M -202,256 Closed
83 84
85
86 87