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Vanguard Mid-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
901
Advantage Trust Company
Kansas
$198K
FIA
902
FPC Investment Advisory
California
$196K +$196K +1,182 New
PCFFS
903
Pacific Center for Financial Services
California
$195K +$162 +1 +0.1%
WFA
904
Wells Financial Advisors
Massachusetts
$194K
CA
905
CoreCap Advisors
Michigan
$193K +$103K +638 +115%
MA
906
Montag & Associates
Georgia
$183K -$277K -1,710 -60%
JGIA
907
Jackson Grant Investment Advisers
Connecticut
$172K +$971 +6 +0.6%
BCWM
908
Bartlett & Co Wealth Management
Ohio
$169K -$1.13K -7 -0.7%
LFG
909
Larson Financial Group
Missouri
$163K -$30.4K -188 -16%
FPB
910
First PREMIER Bank
South Dakota
$159K
HFS
911
Horizon Financial Services
North Carolina
$158K +$809 +5 +0.5%
FP
912
Financial Perspectives
Minnesota
$154K
LFA
913
LGT Financial Advisors
Texas
$150K -$9.38K -58 -6%
AGWCA
914
Annis Gardner Whiting Capital Advisors
Florida
$148K +$100K +618 +209%
SAM
915
Smartleaf Asset Management
Massachusetts
$145K +$19.9K +123 +16%
MA
916
Marquette Associates
Illinois
$137K -$80.4K -497 -37%
A
917
Allianz
Germany
$136K
SL
918
Salomon & Ludwin
Virginia
$133K -$1.94K -12 -1%
PWMG
919
Private Wealth Management Group
New Jersey
$133K
AAG
920
Armstrong Advisory Group
Massachusetts
$129K -$10.2K -63 -7%
LDB
921
Lee, Danner & Bass
Tennessee
$125K +$125K +775 New
PWA
922
Physician Wealth Advisors
Utah
$124K +$124K +769 New
CFB
923
Cullen/Frost Bankers
Texas
$123K +$323 +2 +0.3%
HBW
924
Hazlett, Burt & Watson
West Virginia
$121K +$14.9K +92 +14%
MPCG
925
Matrix Private Capital Group
New York
$121K +$3.4K +21 +3%