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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 %
ADL
926
Asset Dedication LLC
California
$119K
CFFP
927
Center for Financial Planning
Michigan
$119K
SMA
928
Sage Mountain Advisors
Georgia
$117K
DJSG
929
D.J. St. Germain
Massachusetts
$116K
GM
930
GeoWealth Management
Illinois
$115K +$67K +414 +139%
SSB
931
Sandy Spring Bank
Maryland
$113K
HIW
932
Holos Integrated Wealth
Pennsylvania
$112K +$112K +695 New
BCMLT
933
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K -$2.59K -16 -2%
GI
934
GAMMA Investing
California
$109K +$36.9K +228 +51%
OFG
935
Oxford Financial Group
Indiana
$108K +$2.75K +17 +3%
TIM
936
Tortoise Investment Management
New York
$107K
GEA
937
Glen Eagle Advisors
New Jersey
$106K +$5.5K +34 +5%
CWM
938
Centricity Wealth Management
Ohio
$103K +$103K +636 New
B
939
Birchbrook
Maine
$101K
MCA
940
Midwest Capital Advisors
Michigan
$101K +$101K +624 New
BTI
941
Blue Trust Inc
Georgia
$97.5K -$59.9K -370 -38%
FFA
942
Frazier Financial Advisors
Ohio
$92K
GA
943
GoalVest Advisory
New York
$90.8K +$485 +3 +0.5%
OP
944
ORG Partners
Indiana
$88.5K +$54.5K +337 +160%
EWM
945
Evermay Wealth Management
Virginia
$86.1K -$123K -760 -59%
OWP
946
ORG Wealth Partners
Texas
$85.3K +$85.3K +527 New
GWSG
947
GPS Wealth Strategies Group
Colorado
$82.2K -$21.8K -135 -21%
BPAMU
948
BTG Pactual Asset Management US
New York
$81.8K +$81.8K +490 New
PFA
949
Pathway Financial Advisers
Indiana
$80.5K +$7.92K +49 +11%
AIA
950
Armor Investment Advisors
North Carolina
$80.1K