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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 %
IFA
326
Index Fund Advisors
California
$2.14M -$9.06K -56 -0.4%
WA
327
Wealth Alliance
New York
$2.14M +$41.3K +255 +2%
UF
328
Univest Financial
Pennsylvania
$2.12M +$158K +978 +8%
Financial Engines Advisors
329
Financial Engines Advisors
California
$2.12M +$689K +4,256 +48%
WRPWM
330
Werba Rubin Papier Wealth Management
California
$2.12M -$40K -247 -2%
CANC
331
Culbertson A N & Co
Virginia
$2.07M +$97.9K +605 +5%
Vanguard Group
332
Vanguard Group
Pennsylvania
$2.07M +$189K +1,168 +10%
SWM
333
Sagace Wealth Management
Florida
$2.06M -$448K -2,768 -18%
PCIA
334
Prime Capital Investment Advisors
Kansas
$2.06M -$84.6K -523 -4%
ANTB
335
AMG National Trust Bank
Colorado
$2.05M +$31.6K +196 +2%
WJA
336
Willis Johnson & Associates
Texas
$2.04M -$20.7K -128 -1%
GFL
337
Granite FO LLC
New Hampshire
$2.02M – – –
SWM
338
SilverOak Wealth Management
Minnesota
$1.97M -$21K -130 -1%
CFSG
339
Clark Financial Services Group
Missouri
$1.93M +$43.5K +269 +2%
PFA
340
Pathway Financial Advisors
Vermont
$1.92M +$20.1K +124 +1%
SI
341
Seeds Investor
New York
$1.9M -$47.1K -291 -2%
WA
342
Wambolt & Associates
Colorado
$1.89M -$145K -895 -7%
PFS
343
Prospera Financial Services
Texas
$1.87M +$157K +967 +9%
ATC
344
Argent Trust Co
Tennessee
$1.86M +$125K +775 +7%
WDL
345
Well Done LLC
Michigan
$1.86M – – –
MFF
346
Michels Family Financial
Texas
$1.86M +$1.86M +11,467 New
MWM
347
Meridian Wealth Management
Kentucky
$1.85M -$125K -771 -6%
CAG
348
Csenge Advisory Group
Florida
$1.84M +$15.9K +98 +0.9%
MCM
349
Mainstream Capital Management
California
$1.83M – – –
Citigroup
350
Citigroup
New York
$1.82M -$42.2K -261 -2%
12 13
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