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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, 85 increasing their positions, 4 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
85
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$69.7M 885,922 +415,256 +88%
RT
2
Rockland Trust
Massachusetts
$60.8M 772,409 +389,931 +102%
Bank of America
3
Bank of America
North Carolina
$32.8M 417,034 +224,582 +117%
Morgan Stanley
4
Morgan Stanley
New York
$18.5M 235,386 +123,923 +111%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.1M 205,033 +112,828 +122%
SCM
6
Stordahl Capital Management
Colorado
$12.8M 162,096 +83,852 +107%
LFS
7
Lutz Financial Services
Nebraska
$11M 140,219 +69,086 +97%
AWM
8
Aberdeen Wealth Management
Illinois
$9.97M 126,751 +63,648 +101%
RJA
9
Raymond James & Associates
Florida
$9.52M 120,976 +48,261 +66%
UBS Group
10
UBS Group
Switzerland
$8.59M 109,147 +43,332 +66%
LPL Financial
11
LPL Financial
California
$7.26M 92,265 +46,288 +101%
KAS
12
Kestra Advisory Services
Texas
$6.28M 79,871 +39,223 +96%
RRC
13
Relaxing Retirement Coach
Massachusetts
$4.63M 58,908 +29,451 +100%
Wells Fargo
14
Wells Fargo
California
$4.1M 52,186 +31,632 +154%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.18M 40,412 +27,545 +214%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.17M 40,364 +21,906 +119%
HI
17
Harbour Investments
Wisconsin
$2.65M 33,714 +17,562 +109%
MMA
18
Miracle Mile Advisors
California
$2.57M 32,674 +16,910 +107%
Ameriprise
19
Ameriprise
Minnesota
$2.41M 30,651 +18,045 +143%
Franklin Resources
20
Franklin Resources
California
$2.26M 28,700 +14,350 +100%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.19M 27,835 +15,058 +118%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.04M 25,928 +17,457 +206%
PAG
23
Private Advisor Group
New Jersey
$1.88M 23,924 +11,814 +98%
GA
24
Gateway Advisory
New Jersey
$1.8M 22,868 +12,290 +116%
AWM
25
Avior Wealth Management
Nebraska
$1.75M 22,292 +10,899 +96%