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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 %
AA
76
Aire Advisors
California
$19.7M +$255K +1,574 +1%
SC
77
Sepio Capital
Utah
$19.5M +$5.09M +31,441 +35%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$19.1M -$529K -3,272 -3%
SI
79
Stephens Inc
Arkansas
$19M -$321K -1,987 -2%
CFG
80
Clayton Financial Group
Missouri
$17.5M +$668K +4,130 +4%
SFG
81
Sage Financial Group
Pennsylvania
$17.4M -$138K -851 -0.8%
LNB
82
Ledyard National Bank
$17.1M -$382K -2,364 -2%
AI
83
Arvest Investments
Arkansas
$16.8M -$355K -2,192 -2%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$16.4M +$1.98M +12,215 +14%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$16.3M -$743K -4,594 -4%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$16.1M -$165K -1,017 -1%
PPW
87
Presilium Private Wealth
Pennsylvania
$16.1M +$416K +2,570 +3%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$15.8M +$1.27M +7,845 +9%
AMG
89
Asset Management Group
Connecticut
$15.5M -$155K -957 -1%
EK
90
Evensky & Katz
Florida
$15.3M -$602K -3,720 -4%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$15.2M -$686K -4,243 -4%
LI
92
LMCG Investments
Massachusetts
$14.2M +$2.17M +13,403 +18%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$13.9M +$221K +1,367 +2%
CWAG
94
Compton Wealth Advisory Group
Virginia
$13.7M +$1.96M +12,132 +17%
CA
95
Capital Advantage
California
$13.6M -$381K -2,356 -3%
OFP
96
OLIO Financial Planning
Virginia
$13.5M +$2.65M +16,395 +24%
MWM
97
Modera Wealth Management
New Jersey
$13.5M +$13.5M +83,404 New
CPIG
98
Chicago Partners Investment Group
Illinois
$13.3M +$87.6K +541 +0.7%
PMG
99
ProVise Management Group
Florida
$13M +$300K +1,855 +2%
DWA
100
Dougherty Wealth Advisers
Minnesota
$12.4M +$825K +5,099 +7%
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4
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