Who owns Vanguard Mid-Cap Value ETF?

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Analyze quarterly positions in Vanguard Mid-Cap Value ETF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Vanguard Mid-Cap Value ETF stock

Who bought or sold Vanguard Mid-Cap Value ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Betterment 11M $1.6B 1% Dec 2023
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Bank of America Corporation 3.2M $458M 1% Dec 2023
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Assetmark 3.0M $441M 6% Dec 2023
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Royal Bank of Canada 2.8M $411M 7% Dec 2023
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Tiaa Trust, National Association 2.0M $294M 1% Dec 2023
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Wells Fargo & Company 2.0M $290M 0% Dec 2023
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Pnc Financial Services 1.8M $262M -13% Dec 2023
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UBS Group 1.6M $229M -2% Dec 2023
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Stephens Group Asset Management 945k $147M 0% Mar 2024
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Warren Averett Asset Management 762k $111M -6% Dec 2023
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Advisor Group Holdings 709k $103M -18% Dec 2023
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EP Wealth Advisors 649k $94M 16% Dec 2023
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Rockefeller Capital Management 635k $92M 1% Dec 2023
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Pacific Life Fund Advisors 593k $86M -3% Dec 2023
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Orgel Wealth Management 582k $91M 47% Mar 2024
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Stifel Financial 547k $79M -1% Dec 2023
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Charles Schwab Investment Management 531k $77M -24% Dec 2023
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Moneta Group Investment Advisors 521k $76M 9% Dec 2023
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Sym Financial Corporation 476k $69M 3% Dec 2023
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Commonwealth Equity Services 470k $68M 1% Dec 2023
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Money Design 456k $66M 8% Dec 2023
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Branch Banking & Trust Company 431k $63M -11% Dec 2023
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Raymond James Financial Services Advisors 430k $62M 7% Dec 2023
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Us Bancorp 420k $61M 8% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 409k $59M -2% Dec 2023
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Mariner Wealth Advisors 394k $57M 1% Dec 2023
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Jpmorgan Chase & Co 356k $52M 69% Dec 2023
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Lincoln National 331k $48M 4% Dec 2023
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Rodgers & Associates 321k $47M 5% Dec 2023
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Creative Planning 305k $44M -3% Dec 2023
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Trust 264k $41M -8% Mar 2024
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Integrys Wealth Advisors 261k $41M 2% Mar 2024
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Private Advisor 258k $37M 1% Dec 2023
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Colony 254k $37M 100% Dec 2023
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Raymond James & Associates 252k $37M 41% Dec 2023
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Marotta Asset Management 245k $36M -1% Dec 2023
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McAdam 238k $35M 8% Dec 2023
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Krilogy Financial 230k $33M 5% Dec 2023
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Wealth Enhancement Advisory Services 216k $34M 9% Mar 2024
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Condor Capital Management 206k $30M -1% Dec 2023
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Summit Financial 198k $29M 1% Dec 2023
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Falcon Wealth Planning 197k $31M -5% Mar 2024
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KWMG 182k $28M 1% Mar 2024
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Cambridge Investment Research Advisors 181k $26M 13% Dec 2023
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HighTower Advisors 179k $26M 41% Dec 2023
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Symmetry Partner 171k $25M 0% Dec 2023
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Captrust Financial Advisors 168k $24M 0% Dec 2023
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ERTS Wealth Advisors 165k $24M 3% Dec 2023
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Beacon Pointe Advisors 159k $23M 20% Dec 2023
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Total Wealth Planning 152k $24M 1% Mar 2024
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Bank Of Montreal 149k $22M -46% Dec 2023
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Bogart Wealth 144k $21M 2% Dec 2023
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William Blair $ Company 138k $20M 0% Dec 2023
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Capital Advantage 135k $20M -3% Dec 2023
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Benjamin F. Edwards & Company 135k $20M 2% Dec 2023
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Praetorian Wealth Management 135k $21M 2% Mar 2024
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Natixis Asset Management Advisors 133k $19M -50% Dec 2023
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SNS Financial 122k $18M 0% Dec 2023
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Aire Advisors 121k $18M -3% Dec 2023
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BHK Investment Advisors 120k $17M -23% Dec 2023
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Mercer Global Advisors 120k $17M -2% Dec 2023
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Ellevest 120k $17M 3% Dec 2023
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Kestra Advisory Services 119k $17M 2% Dec 2023
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Arvest Investments 115k $18M -3% Mar 2024
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Baird Financial 114k $17M -25% Dec 2023
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Efficient Wealth Management 114k $17M -2% Dec 2023
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Sage Financial 108k $16M -1% Dec 2023
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Ledyard National Bank 108k $16M -1% Dec 2023
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Evensky & Katz 100k $16M -1% Mar 2024
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Clayton Financial Group 95k $14M 100% Dec 2023
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Cary Street Partners Asset Management 94k $10M 6% Dec 2023
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Sepio Capital 91k $13M 0% Dec 2023
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Presilium Private Wealth 88k $13M -9% Dec 2023
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Honkamp Krueger Financial Services 87k $13M 1% Dec 2023
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Fifth Third Bancorp 87k $13M -10% Dec 2023
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Atlas Capital Advisors 86k $13M 57% Mar 2024
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Edmonds Duncan Registered Investment Advisors 84k $13M 1% Mar 2024
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AE Wealth Management 82k $12M -9% Dec 2023
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State of Wisconsin - Board of Commissioners of Public Lands 82k $12M 0% Dec 2023
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Lutz Financial Services 81k $12M 16% Dec 2023
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Prosperity Planning 79k $12M 5% Mar 2024
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Janney Montgomery Scott 79k $11M -22% Dec 2023
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Sontag Advisory 77k $11M -5% Dec 2023
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ProVise Management Group 76k $11M 1% Dec 2023
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Chicago Partners Investment 74k $10M 3% Dec 2023
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Annapolis Financial Services 73k $11M 4% Mar 2024
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Compton Wealth Advisory Group 73k $11M 8% Mar 2024
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Lee Munder Capital Group 72k $10M 0% Dec 2023
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Eagle Strategies 70k $10M 0% Dec 2023
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Davenport & Co 69k $10M 0% Dec 2023
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Kohmann Bosshard Financial Services 69k $11M -9% Mar 2024
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Leavell Investment Management 68k $9.9M -17% Dec 2023
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Checchi Capital Advisers 68k $9.8M 281% Dec 2023
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Geneos Wealth Management 68k $9.8M -2% Dec 2023
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Dougherty Wealth Advisers 67k $9.8M 7% Dec 2023
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OLIO Financial Planning 67k $9.8M -1% Mar 2024
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Cary Street Partner Investment Advisory 66k $9.5M 10% Dec 2023
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Visionary Wealth Advisors 66k $9.5M -7% Dec 2023
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O'shaughnessy Asset Management 64k $9.3M 0% Dec 2023
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Columbia Advisory Partners 63k $9.9M -3% Mar 2024
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Scott Capital Advisors 61k $9.5M 2% Mar 2024
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JMG Financial Group 60k $8.7M -2% Dec 2023
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D.A. Davidson & Co. 60k $8.7M 1% Dec 2023
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Bank Of Oklahoma National Association / 59k $8.6M 2% Dec 2023
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MAI Wealth Advisors 59k $8.5M -7% Dec 2023
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Bank of New York Mellon 58k $8.4M -6% Dec 2023
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Bleakley Financial Group 57k $8.2M -2% Dec 2023
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Sawtooth Asset Management 57k $8.2M -2% Dec 2023
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Strategic Investment Advisors / MI 56k $8.1M 2% Dec 2023
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Highland Capital Management 56k $8.1M 3% Dec 2023
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Park Avenue Securities 56k $8.7M 10% Mar 2024
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CWM 55k $8.6M 5% Mar 2024
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Iron Horse Wealth Management 55k $8.6M 5% Mar 2024
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Commerce Bank N A 55k $8.0M 10% Dec 2023
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Cornerstone Planning Group 54k $7.8M 10% Dec 2023
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Merit Financial Group 54k $7.8M 18% Dec 2023
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Goepper Burkhardt 54k $7.7M -3% Dec 2023
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RTD Financial Advisors 53k $8.3M -1% Mar 2024
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Bnp Paribas Arbitrage, Snc 53k $7.7M -8% Dec 2023
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Alesco Advisors 53k $7.7M -14% Dec 2023
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Manchester Capital Management 51k $7.4M -1% Dec 2023
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Ledge Wealth Management 50k $7.2M 1% Dec 2023
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Provident Wealth Management 50k $7.2M 1% Dec 2023
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Massmutual Trust 49k $7.7M -3% Mar 2024
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Hanson McClain Advisors 49k $7.1M -30% Dec 2023
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Citadel Advisors 48k $7.0M 44% Dec 2023
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SPC Financial 48k $7.0M -17% Dec 2023
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Taylor, Cottrill, Erickson & Associates 48k $6.9M 0% Dec 2023
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Brickley Wealth Management 47k $7.4M 0% Mar 2024
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Financial Counselors 46k $6.7M -1% Dec 2023
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Opes Wealth Management 45k $6.6M 0% Dec 2023
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Advisory Services Network 44k $6.4M 37% Dec 2023
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CI Private Wealth 44k $6.3M 58% Dec 2023
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Bangor Savings Bank 43k $6.7M 1% Mar 2024
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SOA Wealth Advisors 43k $6.7M -2% Mar 2024
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Cranbrook Wealth Management 43k $6.7M -4% Mar 2024
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Pittenger & Anderson 43k $6.2M 0% Dec 2023
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Alpha Omega Wealth Management 42k $6.6M 5% Mar 2024
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Old National Trust Company 42k $6.6M 2% Mar 2024
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Smallwood Wealth Investment Management 42k $6.0M 2% Dec 2023
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Ruggaard & Associates 40k $5.8M 13% Dec 2023
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Petix & Botte 40k $5.8M 1% Dec 2023
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Umb Bank N A 39k $5.7M -3% Dec 2023
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Taylor & Morgan Wealth Management 39k $6.1M -6% Mar 2024
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We Are One Seven 38k $5.5M -1% Dec 2023
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Perigon Wealth Management 37k $5.3M 2% Dec 2023
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King Wealth Management 36k $5.3M -3% Dec 2023
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FTB Advisors 36k $5.2M -13% Dec 2023
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Sharper & Granite 34k $5.3M 1% Mar 2024
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Mosaic Family Wealth Partners 34k $5.0M -3% Dec 2023
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SOL Capital Management 33k $4.8M -6% Dec 2023
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Forza Wealth Management 31k $4.5M -15% Dec 2023
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Twin Focus Capital Partners 27k $3.9M -25% Dec 2023
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Millburn Ridgefield 26k $3.8M -30% Dec 2023
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Forte Capital 18k $2.6M -75% Dec 2023
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Pensionmark Financial Group 8.4k $1.2M -91% Dec 2023
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Brookstone Capital Management 5.9k $919k -89% Mar 2024
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Engrave Wealth Partners 5.7k $833k -95% Dec 2023
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Octavia Wealth Advisors 5.5k $861k -94% Mar 2024
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Navalign 1.8k $278k -96% Mar 2024
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Pacific Center for Financial Services 1.8k $258k -98% Dec 2023
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Who sold out of Vanguard Mid-Cap Value ETF?

Fund or Company Name Date Sold Shares Held Valued At
WoodTrust Financial Corp Dec 2023 151k $22M
Exchange Traded Concepts Dec 2023 56k $8.2M
Hrt Financial Sep 2023 43k $5.7M
Connable Office Sep 2023 38k $5.0M