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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.

New
Increased
Maintained
Reduced
Closed
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 %
ASN
76
Advisory Services Network
Georgia
$216K
IA
77
IFG Advisors
Missouri
$216K
RJT
78
Raymond James Trust
Florida
$209K +$209K +2,678 New
WPC
79
Wedmont Private Capital
Pennsylvania
$208K -$7.19K -94 -3%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$166K +$60.4K +775 +57%
HF
81
Halpern Financial
Virginia
$138K
William Blair & Company
82
William Blair & Company
Illinois
$134K
HDIM
83
Hanson & Doremus Investment Management
Vermont
$117K
GT
84
Glenmede Trust
Pennsylvania
$101K -$50.6K -650 -33%
CFGS
85
Concourse Financial Group Securities
Alabama
$79.9K
FCMT
86
Founders Capital Management (Texas)
Texas
$74.6K -$15.9K -204 -18%
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$74.6K +$10K +129 +16%
AssetMark Inc
88
AssetMark Inc
California
$65.4K +$51.9K +666 +383%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$59.4K +$59.4K +762 New
CIA
90
Cape Investment Advisory
Georgia
$41.6K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$30.5K -$15.9K -204 -34%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.6K
SPIA
93
Steward Partners Investment Advisory
New York
$25.4K -$39K -500 -61%
IA
94
IFP Advisors
Florida
$20.3K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$19.6K +$9.74K +125 +99%
GRP
96
Global Retirement Partners
California
$19.6K
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$18.7K +$18.7K +240 New
GWM
98
Geneos Wealth Management
Colorado
$17.5K
CT
99
Cambridge Trust
Massachusetts
$16.6K +$16.6K +213 New
CFD
100
Creative Financial Designs
Indiana
$16.2K