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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 %
WWM
76
Western Wealth Management
Colorado
$232K
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
$231K -$184K -2,233 -44%
ASN
78
Advisory Services Network
Georgia
$228K +$5.1K +62 +2%
IA
79
IFG Advisors
Missouri
$228K
EFS
80
Essex Financial Services
Connecticut
$208K +$208K +2,522 New
FFN
81
Focus Financial Network
Minnesota
$208K +$208K +2,521 New
KFGK
82
Keystone Financial Group (Kentucky)
Kentucky
$205K +$205K +2,492 New
RIA
83
Retirement Investment Advisors
Oklahoma
$203K +$203K +2,468 New
BRWA
84
B. Riley Wealth Advisors
Florida
$200K -$15.6K -190 -7%
GT
85
Glenmede Trust
Pennsylvania
$153K
HF
86
Halpern Financial
Virginia
$146K
William Blair & Company
87
William Blair & Company
Illinois
$142K +$32.9K +400 +30%
HDIM
88
Hanson & Doremus Investment Management
Vermont
$124K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$112K -$988 -12 -0.9%
FCMT
90
Founders Capital Management (Texas)
Texas
$95.7K
CFGS
91
Concourse Financial Group Securities
Alabama
$84.5K -$11.2K -136 -12%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$68.2K +$68.2K +829 New
SPIA
93
Steward Partners Investment Advisory
New York
$68K -$4.12K -50 -6%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$49.1K
CIA
95
Cape Investment Advisory
Georgia
$44K
PTC
96
Private Trust Company
Ohio
$32.9K
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K
IA
98
IFP Advisors
Florida
$21.4K
GRP
99
Global Retirement Partners
California
$21.2K
GWM
100
Geneos Wealth Management
Colorado
$18.4K