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Vanguard Mid-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TVWM
1051
Tower View Wealth Management
Wisconsin
$7.66K
MFG
1052
Mendota Financial Group
Wisconsin
$7.44K +$7.44K +46 New
AIP
1053
Ameritas Investment Partners
Nebraska
$7.28K
RI
1054
Ridgewood Investments
New Jersey
$5.99K
TFM
1055
TFC Financial Management
Massachusetts
$5.97K
CBT
1056
Crews Bank & Trust
Florida
$5.82K +$5.82K +36 New
CWA
1057
Carolina Wealth Advisors
South Carolina
$5.66K -$1.29K -8 -19%
GWS
1058
Glassman Wealth Services
Virginia
$5.66K +$5.66K +35 New
PBK
1059
Peoples Bank (Kansas)
Kansas
$5.66K
DFA
1060
DHJJ Financial Advisors
Illinois
$5.34K
CMP
1061
Coston McIsaac & Partners
Maine
$5K
BFP
1062
Briaud Financial Planning
Texas
$5K +$5K +32 New
BLC
1063
Brown, Lisle/Cummings
Rhode Island
$4.85K +$1.62K +10 +50%
CPA
1064
Compass Planning Associates
Massachusetts
$4.54K +$4.54K +28 New
PIS
1065
POM Investment Strategies
North Carolina
$4.53K +$4.53K +28 New
RWM
1066
Ruedi Wealth Management
Illinois
$4.4K -$489 -3 -10%
LWANC
1067
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.88K
FFC
1068
First Financial Corp
Indiana
$3.4K
TCG
1069
Transcendent Capital Group
Oklahoma
$3.07K
MLA
1070
MB, Levis & Associates
Pennsylvania
$3.02K
CPBTD
1071
Central Pacific Bank - Trust Division
Hawaii
$2.91K
M
1072
MOTCO
Texas
$2.75K -$12.8K -79 -82%
PP
1073
PFS Partners
New Jersey
$2.64K
Q1WB
1074
Quest 10 Wealth Builders
Virginia
$2.59K +$2.59K +16 New
SWM
1075
Sugarloaf Wealth Management
Georgia
$2.1K