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Vanguard Mid-Cap Value ETF
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Overview Fund Activity

1,095 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, 427 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+71
Holders Change %
+6.93%
% of All Funds
14.58%
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
427
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
$364M
2
EWA
EP Wealth Advisors
California
$206M
3
AssetMark Inc
AssetMark Inc
California
$636M
4
SFA
Sequoia Financial Advisors
Ohio
$27.8M
5
CJH
Christopher J. Hasenberg
Wisconsin
$23.8M

Top Sellers

1
MD
Money Design
Japan
$0
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
Betterment LLC
Betterment LLC
New York
$729M
4
PLFA
Pacific Life Fund Advisors
California
$63.2M
5
MFIM
Mesirow Financial Investment Management
Illinois
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Summit Financial
New Jersey
$28.6M +$341K +2,105 +1%
EWA
52
ERTS Wealth Advisors
Michigan
$28.5M +$942K +5,824 +3%
SFA
53
Sequoia Financial Advisors
Ohio
$27.8M +$27.3M +168,604 +4,872%
WF
54
WoodTrust Financial
Wisconsin
$27.8M +$890K +5,500 +3%
FWP
55
Falcon Wealth Planning
California
$27M +$633K +3,912 +2%
BFA
56
Bragg Financial Advisors
North Carolina
$26.8M -$689K -4,262 -3%
SWM
57
Shakespeare Wealth Management
Wisconsin
$26.3M -$577K -3,569 -2%
TWP
58
Total Wealth Planning
Ohio
$25.9M +$149K +918 +0.6%
NA
59
NewEdge Advisors
Louisiana
$25.8M +$453K +2,803 +2%
BEI
60
Benjamin Edwards Inc
Missouri
$25.5M +$1.34M +8,295 +6%
BIA
61
BHK Investment Advisors
Alabama
$25M +$36.4K +225 +0.1%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$24.2M +$807K +4,987 +3%
CJH
63
Christopher J. Hasenberg
Wisconsin
$23.8M +$23.8M +147,191 New
GSF
64
Grove Street Fiduciary
New Hampshire
$23.3M +$23.3M +143,725 New
BPA
65
Beacon Pointe Advisors
California
$23.1M -$146K -905 -0.6%
WSFS
66
Wilmington Savings Fund Society
Delaware
$22.9M +$1.39M +8,603 +6%
MFIM
67
Mesirow Financial Investment Management
Illinois
$22.9M -$18.5M -114,218 -45%
AW
68
Avion Wealth
Texas
$22.7M +$3.38M +20,873 +17%
PWM
69
Praetorian Wealth Management
California
$22M -$31.4K -194 -0.1%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$22M -$2.33M -14,373 -10%
KAS
71
Kestra Advisory Services
Texas
$21.9M -$10.8M -66,781 -33%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$20.8M +$746K +4,611 +4%
William Blair & Company
73
William Blair & Company
Illinois
$20.6M -$13.9K -86 -0.1%
CSP
74
Cary Street Partners
Virginia
$20.5M +$20.5M +150,741 New
EI
75
Ellevest Inc
New York
$20.2M -$451K -2,784 -2%
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