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Vanguard S&P Mid-Cap 400 Value ETF

99 hedge funds and large institutions have $304M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
9
Increased
26
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$66.3M 478,050 +4,186 +0.9%
RT
2
Rockland Trust
Massachusetts
$53.3M 384,129 +8,712 +2%
Bank of America
3
Bank of America
North Carolina
$27.9M 200,748 +13,160 +7%
Morgan Stanley
4
Morgan Stanley
New York
$15.2M 109,714 -3,078 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.8M 106,921 +152 +0.1%
SCM
6
Stordahl Capital Management
Colorado
$10.8M 78,177 +533 +0.7%
RJA
7
Raymond James & Associates
Florida
$10.7M 77,013 +510 +0.7%
LFS
8
Lutz Financial Services
Nebraska
$10.1M 73,078 -690 -0.9%
UBS Group
9
UBS Group
Switzerland
$9.08M 65,424 +11,752 +22%
AWM
10
Aberdeen Wealth Management
Illinois
$8.74M 63,016 +33 +0.1%
KAS
11
Kestra Advisory Services
Texas
$5.78M 41,671 -3,270 -7%
LPL Financial
12
LPL Financial
California
$5.77M 41,613 +904 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.21M 30,357 +17,537 +137%
RRC
14
Relaxing Retirement Coach
Massachusetts
$4.1M 29,525 -1,119 -4%
DADC
15
D.A. Davidson & Co
Montana
$3.17M 22,852 +470 +2%
Wells Fargo
16
Wells Fargo
California
$2.84M 20,496 -4,984 -20%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.58M 18,589 -3,819 -17%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.38M 17,126 -20 -0.1%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.31M 16,614 +545 +3%
NA
20
NewEdge Advisors
Louisiana
$2.3M 16,600 -492 -3%
SPIA
21
Steward Partners Investment Advisory
New York
$2.3M 16,561 +2,097 +14%
HI
22
Harbour Investments
Wisconsin
$2.2M 15,244
MMA
23
Miracle Mile Advisors
California
$2.15M 15,498 -12 -0.1%
Citadel Advisors
24
Citadel Advisors
Florida
$2.08M 14,951 +14,951 New
Franklin Resources
25
Franklin Resources
California
$1.99M 14,350