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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 %
PFBT
626
Parkside Financial Bank & Trust
Missouri
$519K – – –
PI
627
PFG Investments
New York
$519K -$26.4K -163 -5%
OWA
628
Octavia Wealth Advisors
Ohio
$517K -$25.6K -158 -5%
CF
629
Centaurus Financial
California
$514K -$4.86K -30 -0.9%
RA
630
RFG Advisory
Alabama
$513K +$150K +930 +42%
CWP
631
Curated Wealth Partners
California
$509K +$509K +3,148 New
NAS
632
Nicolet Advisory Services
Wisconsin
$502K +$2.39K +15 +0.5%
AA
633
Argent Advisors
Louisiana
$501K -$115K -710 -19%
BHWM
634
Beaird Harris Wealth Management
Texas
$500K +$2.91K +18 +0.6%
IA
635
Inspire Advisors
Idaho
$500K -$204K -1,258 -29%
PWM
636
Paulson Wealth Management
Illinois
$499K -$20.9K -129 -4%
SC
637
Scotia Capital
Ontario, Canada
$498K +$5.02K +31 +1%
AFP
638
Ausdal Financial Partners
Iowa
$498K +$109K +671 +28%
MWM
639
MorganRosel Wealth Management
Colorado
$495K +$73.4K +454 +17%
SFG
640
Snider Financial Group
Washington
$493K +$493K +3,045 New
ETC
641
Exchange Traded Concepts
Oklahoma
$489K +$408K +2,520 +500%
WFPG
642
Waller Financial Planning Group
Ohio
$487K -$8.09K -50 -2%
RMP
643
Richards, Merrill & Peterson
Washington
$487K +$487K +3,008 New
FB
644
First Bancorp
Maine
$485K -$16.2K -100 -3%
AWM
645
Apollon Wealth Management
South Carolina
$483K +$24.9K +154 +5%
AWA
646
Amplius Wealth Advisors
Pennsylvania
$482K +$162 +1 +0%
WCM
647
Winebrenner Capital Management
Kentucky
$481K +$481K +2,973 New
PFA
648
Professional Financial Advisors
Nebraska
$479K +$11K +68 +2%
EWP
649
Elevation Wealth Partners
California
$477K -$122K -755 -20%
LPAM
650
Lodestar Private Asset Management
California
$476K +$14.2K +88 +3%
24 25
26
27 28