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Vanguard S&P Mid-Cap 400 Value ETF

116 hedge funds and large institutions have $384M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
30
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFWP
51
Mosaic Family Wealth Partners
Missouri
$440K +$7.41K +85 +2%
JIR
52
James Investment Research
Ohio
$434K +$66.5K +763 +18%
RWA
53
Redhawk Wealth Advisors
Minnesota
$422K +$422K +4,845 New
VA
54
Valmark Advisers
Ohio
$422K +$10.5K +121 +3%
EWA
55
EP Wealth Advisors
California
$419K +$3.4K +39 +0.8%
TRIA
56
Trail Ridge Investment Advisors
Colorado
$419K +$13.7K +157 +3%
SWM
57
Spire Wealth Management
Virginia
$404K -$9.32K -110 -2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$388K -$2.01K -23 -0.5%
LFAS
59
Level Four Advisory Services
Texas
$366K -$42.6K -489 -10%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$352K -$1.13K -13 -0.3%
FW
61
FirstPurpose Wealth
Utah
$349K
MCM
62
Manchester Capital Management
Vermont
$348K
AWS
63
Atria Wealth Solutions
New York
$342K +$872 +10 +0.3%
IWM
64
IHT Wealth Management
Illinois
$335K +$3.75K +43 +1%
MWM
65
Meridian Wealth Management
Kentucky
$329K +$26.8K +307 +9%
W
66
Wealthquest
Ohio
$308K
ANTB
67
AMG National Trust Bank
Colorado
$303K -$35.7K -410 -11%
TW
68
TritonPoint Wealth
Maryland
$274K +$274K +3,142 New
FTUS
69
Flow Traders U.S.
New York
$264K +$264K +3,024 New
WWM
70
Western Wealth Management
Colorado
$264K +$17.7K +203 +7%
SRC
71
Shufro Rose & Co
New York
$264K
USCWA
72
U.S. Capital Wealth Advisors
Texas
$260K
FTS
73
Fifth Third Securities
Ohio
$247K -$91.4K -1,048 -27%
AAS
74
Ameritas Advisory Services
Nebraska
$247K +$247K +2,839 New
W
75
WealthCollab
Washington
$245K +$245K +2,808 New