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Vanguard Mid-Cap Value ETF

886 hedge funds and large institutions have $9.23B invested in Vanguard Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 352 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-19
Holders Change %
-2.1%
% of All Funds
14.13%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.94%
New
55
Increased
352
Reduced
307
Closed
59
Calls
$8.46M
Puts
$637K
Net Calls
+$7.83M
Net Calls Change
-$2.22M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Cetera Advisors
Colorado
$2.76M -$357K -2,724 -11%
EWM
252
Empirical Wealth Management
Washington
$2.74M +$472K +3,603 +21%
MCA
253
MSH Capital Advisors
Arizona
$2.73M -$77.8K -594 -3%
BDF
254
Black Diamond Financial
Maryland
$2.71M -$12.2K -93 -0.4%
HSA
255
HBK Sorce Advisory
Pennsylvania
$2.69M -$29.2K -223 -1%
MWM
256
Maltin Wealth Management
New Jersey
$2.68M +$26.7K +204 +1%
VNA
257
Valley National Advisers
Pennsylvania
$2.65M +$244K +1,861 +10%
TCMP
258
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.63M +$20.3K +155 +0.8%
WWM
259
Windsor Wealth Management
Indiana
$2.61M +$351K +2,677 +15%
BJL
260
Brighton Jones LLC
Washington
$2.6M +$76.1K +581 +3%
CTC
261
Central Trust Company
Missouri
$2.55M -$41K -313 -2%
CIAS
262
CBIZ Investment Advisory Services
Ohio
$2.49M
WAM
263
WNY Asset Management
New York
$2.49M -$653K -4,987 -21%
IAA
264
Ironsides Asset Advisors
North Carolina
$2.48M -$65.5K -500 -3%
NFW
265
Noble Family Wealth
Florida
$2.47M -$405K -3,089 -14%
AC
266
Avant Capital
Louisiana
$2.47M -$1.57K -12 -0.1%
AF
267
Advisornet Financial
Minnesota
$2.46M +$136K +1,036 +6%
EFG
268
Everhart Financial Group
Ohio
$2.46M -$63.4K -484 -3%
LL
269
LPWM LLC
Minnesota
$2.46M +$108K +842 +5%
SVWAG
270
Sound View Wealth Advisors Group
Georgia
$2.44M +$236K +1,805 +11%
AAS
271
Avantax Advisory Services
Texas
$2.43M +$329K +2,514 +16%
CHAM
272
Clear Harbor Asset Management
Connecticut
$2.4M +$93K +710 +4%
SCA
273
Stillwater Capital Advisors
Pennsylvania
$2.39M +$28.5K +218 +1%
RPSA
274
Richard P. Slaughter Associates
Texas
$2.38M -$93K -710 -4%
WPC
275
Wedmont Private Capital
Pennsylvania
$2.37M +$186K +1,434 +9%