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Vanguard Mid-Cap Value ETF
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Overview Fund Activity

1,096 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 428 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+71
Holders Change %
+6.93%
% of All Funds
14.59%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.76%
New
150
Increased
428
Reduced
296
Closed
53
Calls
$4.06M
Puts
$259K
Net Calls
+$3.8M
Net Calls Change
-$625K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$58.2M
2
EWA
EP Wealth Advisors
California
+$56.5M
3
AssetMark Inc
AssetMark Inc
California
+$44.8M
4
SFA
Sequoia Financial Advisors
Ohio
+$27.3M
5
CJH
Christopher J. Hasenberg
Wisconsin
+$23.8M

Top Sellers

1
MD
Money Design
Japan
-$95.1M
2
LNC
Lincoln National Corp
Pennsylvania
-$44.9M
3
Betterment LLC
Betterment LLC
New York
-$27.8M
4
PLFA
Pacific Life Fund Advisors
California
-$20M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFRG
251
Houlihan Financial Resource Group
Virginia
$3.58M -$60.7K -375 -2%
BMWS
252
Brady Martz Wealth Solutions
North Dakota
$3.56M +$3.56M +21,906 New
RA
253
RoundAngle Advisors
New Jersey
$3.52M +$3.52M +21,744 New
CHAM
254
Clear Harbor Asset Management
Connecticut
$3.48M +$63.3K +391 +2%
LL
255
LPWM LLC
Minnesota
$3.46M +$40.3K +249 +1%
MOS
256
MGO One Seven
Ohio
$3.45M -$2.41M -14,909 -41%
JFG
257
Jefferies Financial Group
New York
$3.41M -$97.5K -603 -3%
SHF
258
Stage Harbor Financial
Massachusetts
$3.32M – – –
MCA
259
MSH Capital Advisors
Arizona
$3.25M +$50.1K +310 +2%
BJL
260
Brighton Jones LLC
Washington
$3.22M +$868K +5,368 +37%
IWA
261
IVC Wealth Advisors
Pennsylvania
$3.22M +$53.5K +331 +2%
VW
262
Veridan Wealth
Oregon
$3.22M +$3.22M +19,515 New
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$3.19M -$208K -1,287 -6%
SFP
264
Sterling Financial Planning
New Jersey
$3.18M +$4.37K +27 +0.1%
CFGS
265
Concourse Financial Group Securities
Alabama
$3.18M +$33.8K +203 +1%
SFO
266
Stokes Family Office
Louisiana
$3.17M – – –
MRC
267
Millburn Ridgefield Corp
New York
$3.16M -$1.14M -7,019 -26%
Corient Private Wealth
268
Corient Private Wealth
Florida
$3.15M -$4.17M -25,754 -57%
SFM
269
Signet Financial Management
New Jersey
$3.13M +$6.63K +41 +0.2%
WLIM
270
White Lighthouse Investment Management
Massachusetts
$3.11M +$55.8K +345 +2%
ACA
271
Aptus Capital Advisors
Alabama
$3.09M -$208K -1,286 -6%
ICMM
272
Integrated Capital Management (Michigan)
Michigan
$3.06M -$122K -753 -4%
VCP
273
Verus Capital Partners
Arizona
$3.05M +$77.3K +478 +3%
OC
274
Oppenheimer & Co
New York
$3.03M +$239K +1,479 +9%
SPC
275
Sigma Planning Corp
Michigan
$3M -$49.7K -307 -2%
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