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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.

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 Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$66.8M 856,742 -13,011 -1%
RT
2
Rockland Trust
Massachusetts
$62.1M 796,703 +10,600 +1%
Bank of America
3
Bank of America
North Carolina
$30.8M 395,722 +33,500 +9%
Morgan Stanley
4
Morgan Stanley
New York
$17.6M 226,031 +6,191 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.3M 183,516 -1,041 -0.6%
SCM
6
Stordahl Capital Management
Colorado
$12.2M 157,052 -7,093 -4%
LFS
7
Lutz Financial Services
Nebraska
$10.5M 134,957 -4,085 -3%
AWM
8
Aberdeen Wealth Management
Illinois
$9.78M 125,464 -125 -0.1%
UBS Group
9
UBS Group
Switzerland
$8.28M 106,244 +175 +0.2%
LPL Financial
10
LPL Financial
California
$7.14M 91,578 -956 -1%
RJA
11
Raymond James & Associates
Florida
$6.58M 84,451 -16,545 -16%
KAS
12
Kestra Advisory Services
Texas
$6.08M 78,081 -660 -0.8%
Wells Fargo
13
Wells Fargo
California
$5.68M 72,907 +311 +0.4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4.7M 60,318 +2,886 +5%
SC
15
Savant Capital
Illinois
$4.39M 56,390 +56,390 New
HI
16
Harbour Investments
Wisconsin
$2.87M 36,779 +2,123 +6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.44M 31,306 +2,573 +9%
Franklin Resources
18
Franklin Resources
California
$2.24M 28,700
MMA
19
Miracle Mile Advisors
California
$2.19M 28,074 -4,295 -13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.96M 25,157 +2,530 +11%
GA
21
Gateway Advisory
New Jersey
$1.87M 23,996 +581 +2%
PAG
22
Private Advisor Group
New Jersey
$1.81M 23,221 -286 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$1.66M 21,297 +7,257 +52%
AWM
24
Avior Wealth Management
Nebraska
$1.66M 21,277 -180 -0.8%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.45M 18,616 +230 +1%