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Vanguard Mid-Cap Value ETF
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Overview Fund Activity

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

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$58.2M
2
EWA
EP Wealth Advisors
California
+$56.5M
3
AssetMark Inc
AssetMark Inc
California
+$44.8M
4
SFA
Sequoia Financial Advisors
Ohio
+$27.3M
5
CJH
Christopher J. Hasenberg
Wisconsin
+$23.8M

Top Sellers

1
MD
Money Design
Japan
-$95.1M
2
LNC
Lincoln National Corp
Pennsylvania
-$44.9M
3
Betterment LLC
Betterment LLC
New York
-$27.8M
4
PLFA
Pacific Life Fund Advisors
California
-$20M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
151
Old National Bancorp
Indiana
$6.99M -$356K -2,198 -5%
AOWM
152
Alpha Omega Wealth Management
Virginia
$6.93M -$64.4K -398 -0.9%
SWIM
153
Smallwood Wealth Investment Management
New Jersey
$6.9M -$128K -790 -2%
PAI
154
Pittenger & Anderson Inc
Nebraska
$6.88M – – –
ASN
155
Advisory Services Network
Georgia
$6.87M -$379K -2,342 -5%
CAP
156
Columbia Advisory Partners
Washington
$6.85M -$2.72M -16,833 -28%
APP
157
Avantax Planning Partners
Iowa
$6.85M -$290K -1,793 -4%
LA
158
LPF Advisors
Florida
$6.8M +$270K +1,668 +4%
CWM
159
Cranbrook Wealth Management
Michigan
$6.75M -$92.7K -573 -1%
KPWS
160
Kestra Private Wealth Services
Texas
$6.61M +$374K +2,314 +6%
RIA
161
Regal Investment Advisors
Michigan
$6.56M +$234K +1,449 +4%
FHA
162
First Horizon Advisors
Tennessee
$6.44M +$103K +634 +2%
BSB
163
Bangor Savings Bank
Maine
$6.4M -$34.5K -213 -0.5%
FMTCOCP
164
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.33M +$404K +2,498 +7%
KBFS
165
Kohmann Bosshard Financial Services
Ohio
$6.3M -$1.18M -7,277 -16%
EC
166
Estate Counselors
Wisconsin
$6.29M +$5.98M +36,977 +1,956%
UB
167
UMB Bank
Missouri
$6.18M +$27.3K +169 +0.4%
MFWP
168
Mosaic Family Wealth Partners
Missouri
$6.16M +$18K +111 +0.3%
SG
169
Sharper & Granite
California
$6.11M +$61.6K +381 +1%
RPSA
170
Richard P. Slaughter Associates
Texas
$6.06M +$300K +1,852 +5%
WAM
171
Weinberger Asset Management
California
$6.03M +$122K +756 +2%
AWS
172
Atria Wealth Solutions
New York
$6.03M +$1.3M +8,012 +27%
SCP
173
Stevens Capital Partners
Nebraska
$5.96M +$119K +735 +2%
TFCP
174
Twin Focus Capital Partners
Massachusetts
$5.93M +$617K +3,812 +12%
TA
175
TFB Advisors
Kansas
$5.85M +$366K +2,265 +7%
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