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Vanguard S&P Mid-Cap 400 Value ETF

102 hedge funds and large institutions have $334M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-3
Holders Change %
-2.86%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
27
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRIA
51
Trail Ridge Investment Advisors
Colorado
$400K +$400K +5,532 New
FTS
52
Fifth Third Securities
Ohio
$385K -$17.2K -238 -4%
RA
53
Rodgers & Associates
Pennsylvania
$369K
SWM
54
Spire Wealth Management
Virginia
$360K +$4.49K +62 +1%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$323K +$323K +4,470 New
BIA
56
BHK Investment Advisors
Alabama
$318K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$317K -$82.5K -1,142 -21%
ANTB
58
AMG National Trust Bank
Colorado
$308K
AWS
59
Atria Wealth Solutions
New York
$307K -$2.89K -40 -0.9%
BRWA
60
B. Riley Wealth Advisors
Florida
$290K -$66K -914 -19%
FW
61
FirstPurpose Wealth
Utah
$289K
MCM
62
Manchester Capital Management
Vermont
$288K
IWM
63
IHT Wealth Management
Illinois
$278K -$19.1K -264 -6%
MP
64
McDonald Partners
Ohio
$278K
CS
65
Comerica Securities
Michigan
$258K
W
66
Wealthquest
Ohio
$255K
MGIA
67
Moneta Group Investment Advisors
Missouri
$250K +$19.7K +272 +9%
Citigroup
68
Citigroup
New York
$241K +$241K +3,330 New
Northern Trust
69
Northern Trust
Illinois
$230K
MWM
70
Meridian Wealth Management
Kentucky
$223K
HF
71
Halpern Financial
Virginia
$221K +$89.9K +1,244 +69%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$215K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$177K -$118K -1,634 -40%
KFI
74
Key Financial Inc
Pennsylvania
$170K
TRCT
75
Tower Research Capital (TRC)
New York
$162K -$247K -3,418 -60%