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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 %
MAV
201
Mason & Associates (Virginia)
Virginia
$19.4M +$898K +3,399 +5%
CB
202
Cadence Bank
Mississippi
$19.2M +$1.08M +4,071 +6%
BAM
203
Berkshire Asset Management
Pennsylvania
$19.1M -$2.47M -8,899 -11%
FI
204
FIDELIS iM
Oregon
$19M -$2.65M -10,030 -12%
TCOTS
205
Trust Company of the South
North Carolina
$19M +$2.06M +7,791 +12%
FCP
206
Fidelis Capital Partners
Florida
$19M +$3.58M +13,024 +23%
SWA
207
Stratos Wealth Advisors
Ohio
$18.9M -$1.42M -5,358 -7%
BWP
208
Burling Wealth Partners
Illinois
$18.6M +$18.6M +70,541 New
TA
209
Tectonic Advisors
Texas
$18.6M +$543K +2,054 +3%
NRI
210
NFP Retirement Inc
California
$18.6M +$647K +2,451 +4%
GVAG
211
Great Valley Advisor Group
Delaware
$18.3M +$1.81M +6,855 +11%
MMPW
212
Mitchell McLeod Pugh & Williams
Alabama
$18.2M +$1.64M +6,211 +10%
SIC
213
Salem Investment Counselors
North Carolina
$18.1M +$153K +579 +0.9%
ATC
214
Advantage Trust Company
Kansas
$18M +$775K +2,936 +4%
BWFA
215
Baltimore-Washington Financial Advisors
Maryland
$18M +$274K +1,037 +2%
PFP
216
Pinnacle Financial Partners
Tennessee
$17.9M +$451K +1,707 +3%
HIMC
217
Heritage Investors Management Corp
Maryland
$17.9M -$494K -1,871 -3%
PWM
218
Praetorian Wealth Management
California
$17.8M -$171K -647 -0.9%
TCM
219
Twele Capital Management
Minnesota
$17.7M +$1.2M +4,546 +7%
NIM
220
Northeast Investment Management
Massachusetts
$17.7M +$437K +1,653 +3%
SRC
221
Shufro Rose & Co
New York
$17.7M +$10.5M +39,724 +145%
ZF
222
Zhang Financial
Michigan
$17.7M +$2.32M +8,782 +15%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$17.6M -$816K -3,091 -4%
EWA
224
Exencial Wealth Advisors
Oklahoma
$17.5M -$680K -2,576 -4%
VBWMG
225
Von Berge Wealth Management Group
California
$17.4M +$85K +306 +0.5%
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