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Vanguard S&P Mid-Cap 400 Value ETF

110 hedge funds and large institutions have $338M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
24
Reduced
40
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
51
Jane Street
New York
$411K -$222K -2,694 -35%
MFWP
52
Mosaic Family Wealth Partners
Missouri
$409K -$12.4K -151 -3%
SWM
53
Spire Wealth Management
Virginia
$402K
TRIA
54
Trail Ridge Investment Advisors
Colorado
$395K -$13.6K -165 -3%
LFAS
55
Level Four Advisory Services
Texas
$386K -$11.4K -139 -3%
BIA
56
BHK Investment Advisors
Alabama
$362K
TRCT
57
Tower Research Capital (TRC)
New York
$354K -$8.07K -98 -2%
VA
58
Valmark Advisers
Ohio
$344K +$28.5K +346 +9%
FTS
59
Fifth Third Securities
Ohio
$333K +$37.5K +455 +13%
FW
60
FirstPurpose Wealth
Utah
$329K
MCM
61
Manchester Capital Management
Vermont
$328K
ANTB
62
AMG National Trust Bank
Colorado
$320K
AWS
63
Atria Wealth Solutions
New York
$316K -$16.1K -195 -5%
IWM
64
IHT Wealth Management
Illinois
$312K
JIR
65
James Investment Research
Ohio
$303K -$62.4K -758 -17%
ADL
66
Asset Dedication LLC
California
$293K -$23.5K -285 -7%
W
67
Wealthquest
Ohio
$291K
MWM
68
Meridian Wealth Management
Kentucky
$276K +$4.2K +51 +2%
Citigroup
69
Citigroup
New York
$274K
CS
70
Comerica Securities
Michigan
$273K -$5.76K -70 -2%
3F
71
360 Financial
Minnesota
$269K -$47.8K -580 -15%
SRC
72
Shufro Rose & Co
New York
$256K +$256K +3,110 New
SWA
73
Stratos Wealth Advisors
Ohio
$256K +$34K +413 +15%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$245K
WPC
75
Wedmont Private Capital
Pennsylvania
$236K +$236K +2,809 New