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Vanguard S&P Mid-Cap 400 Value ETF

107 hedge funds and large institutions have $319M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
34
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$380K
TRCT
52
Tower Research Capital (TRC)
New York
$375K +$39.7K +509 +12%
EWA
53
EP Wealth Advisors
California
$372K +$66.8K +857 +22%
VA
54
Valmark Advisers
Ohio
$367K +$41.9K +538 +13%
LFAS
55
Level Four Advisory Services
Texas
$365K
TRIA
56
Trail Ridge Investment Advisors
Colorado
$362K -$11.4K -146 -3%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$348K -$199K -2,559 -36%
JIR
58
James Investment Research
Ohio
$328K +$41.5K +532 +14%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$316K +$96.7K +1,241 +44%
FW
60
FirstPurpose Wealth
Utah
$312K
MCM
61
Manchester Capital Management
Vermont
$311K
CS
62
Comerica Securities
Michigan
$311K +$52.5K +674 +20%
AWS
63
Atria Wealth Solutions
New York
$305K +$5.69K +73 +2%
ANTB
64
AMG National Trust Bank
Colorado
$303K
FTS
65
Fifth Third Securities
Ohio
$303K -$12.5K -161 -4%
IWM
66
IHT Wealth Management
Illinois
$296K
W
67
Wealthquest
Ohio
$275K
FFN
68
Focus Financial Network
Minnesota
$275K +$78.5K +1,008 +40%
MWM
69
Meridian Wealth Management
Kentucky
$270K +$9.51K +122 +4%
SRC
70
Shufro Rose & Co
New York
$264K +$21.4K +275 +9%
ADL
71
Asset Dedication LLC
California
$263K -$15.7K -201 -6%
Citigroup
72
Citigroup
New York
$259K
SWA
73
Stratos Wealth Advisors
Ohio
$242K +$312 +4 +0.1%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$232K
WWM
75
Western Wealth Management
Colorado
$220K