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Vanguard S&P Mid-Cap 400 Value ETF

106 hedge funds and large institutions have $332M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
31
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$213K -$214K -2,723 -50%
SWA
77
Stratos Wealth Advisors
Ohio
$212K +$212K +2,692 New
BRWA
78
B. Riley Wealth Advisors
Florida
$206K +$206K +2,624 New
GT
79
Glenmede Trust
Pennsylvania
$153K
HF
80
Halpern Financial
Virginia
$139K -$3.07K -39 -2%
HDIM
81
Hanson & Doremus Investment Management
Vermont
$118K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$108K
William Blair & Company
83
William Blair & Company
Illinois
$104K
AAS
84
Ameritas Advisory Services
Nebraska
$103K +$103K +1,317 New
CFGS
85
Concourse Financial Group Securities
Alabama
$91.4K
FCMT
86
Founders Capital Management (Texas)
Texas
$91K +$91K +1,162 New
Bessemer Group
87
Bessemer Group
New Jersey
$79K
SPIA
88
Steward Partners Investment Advisory
New York
$68.9K -$92.2K -1,172 -57%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$46.9K +$16K +204 +52%
CIA
90
Cape Investment Advisory
Georgia
$42K +$42K +534 New
IA
91
IFP Advisors
Florida
$32.3K
PTC
92
Private Trust Company
Ohio
$31.5K
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.8K
GRP
94
Global Retirement Partners
California
$19.7K +$19.7K +258 New
HGERS
95
Householder Group Estate & Retirement Specialist
Arizona
$19K +$19K +240 New
GWM
96
Geneos Wealth Management
Colorado
$17.6K
TWA
97
TCI Wealth Advisors
Arizona
$14.2K +$14.2K +181 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$13.8K +$942 +12 +7%
AIM
99
Anchor Investment Management
South Carolina
$10.9K
PB
100
Pinnacle Bancorp
Nebraska
$8.97K