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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 %
Mariner
1
Mariner
Kansas
$71.6M -$1.33M -16,169 -2%
RT
2
Rockland Trust
Massachusetts
$64.7M +$1.13M +13,694 +2%
Bank of America
3
Bank of America
North Carolina
$29.8M -$4.51M -54,812 -13%
Morgan Stanley
4
Morgan Stanley
New York
$18.1M -$1.28M -15,546 -7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.2M -$1.69M -20,476 -10%
SCM
6
Stordahl Capital Management
Colorado
$13.5M +$169K +2,049 +1%
LFS
7
Lutz Financial Services
Nebraska
$11.4M -$96.9K -1,177 -0.8%
AWM
8
Aberdeen Wealth Management
Illinois
$10.3M -$95.7K -1,162 -0.9%
UBS Group
9
UBS Group
Switzerland
$8.73M -$253K -3,078 -3%
RJA
10
Raymond James & Associates
Florida
$8.31M -$1.64M -19,980 -17%
LPL Financial
11
LPL Financial
California
$7.62M +$22.1K +269 +0.3%
KAS
12
Kestra Advisory Services
Texas
$6.48M -$93K -1,130 -1%
Wells Fargo
13
Wells Fargo
California
$5.98M +$1.68M +20,410 +39%
RRC
14
Relaxing Retirement Coach
Massachusetts
$4.78M -$73.6K -894 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.73M +$1.41M +17,068 +42%
HI
16
Harbour Investments
Wisconsin
$2.85M +$77.5K +942 +3%
MMA
17
Miracle Mile Advisors
California
$2.66M -$25.1K -305 -0.9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.51M +$377K +4,576 +18%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.37M -$961K -11,679 -29%
Franklin Resources
20
Franklin Resources
California
$2.36M
PAG
21
Private Advisor Group
New Jersey
$1.94M -$34.3K -417 -2%
GA
22
Gateway Advisory
New Jersey
$1.93M +$45K +547 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.86M +$988 +12 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.8M +$134K +1,629 +8%
AWM
25
Avior Wealth Management
Nebraska
$1.77M -$68.7K -835 -4%