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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 %
IAS
276
Insigneo Advisory Services
Florida
$2.36M
CCA
277
Checchi Capital Advisers
California
$2.33M -$57.6K -440 -2%
AA
278
Axiom Advisory
California
$2.32M +$13.8K +105 +0.6%
CFO
279
Collective Family Office
Pennsylvania
$2.32M -$16.5K -126 -0.7%
TNBTD
280
Trustmark National Bank Trust Department
Mississippi
$2.29M -$203K -1,548 -8%
IWA
281
IVC Wealth Advisors
Pennsylvania
$2.28M +$74.6K +570 +3%
MA
282
MAS Advisors
Florida
$2.28M +$655 +5 +0%
FCA
283
FinTrust Capital Advisors
South Carolina
$2.27M +$307K +2,345 +16%
MA
284
Mutual Advisors
Nebraska
$2.26M +$1.46M +11,143 +182%
BRWA
285
B. Riley Wealth Advisors
Florida
$2.22M +$13.1K +100 +0.6%
Susquehanna International Group
286
Susquehanna International Group
Pennsylvania
$2.2M +$618K +4,719 +39%
VWM
287
Valley Wealth Managers
New Jersey
$2.18M -$58.5K -447 -3%
HI
288
Harbour Investments
Wisconsin
$2.18M +$152K +1,160 +7%
SB
289
Simmons Bank
Arkansas
$2.16M -$93.5K -714 -4%
SC
290
Savant Capital
Illinois
$2.15M +$1.12M +8,548 +109%
DE
291
Day & Ennis
Georgia
$2.14M -$35.9K -274 -2%
NW
292
NewEdge Wealth
Pennsylvania
$2.14M -$22.3K -170 -1%
CL
293
Choreo LLC
Illinois
$2.11M -$38.6K -295 -2%
Goldman Sachs
294
Goldman Sachs
New York
$2.11M -$524K -4,005 -20%
WTA
295
Washington Trust Advisors
Massachusetts
$2.1M -$105K -800 -5%
SF
296
Synovus Financial
Georgia
$2.09M +$231K +1,765 +12%
CFGS
297
Concourse Financial Group Securities
Alabama
$2.09M +$87.5K +668 +4%
AA
298
Advisory Alpha
Michigan
$2.05M +$72.8K +556 +4%
NFG
299
Nations Financial Group
Iowa
$2.03M -$605K -4,619 -23%
SWA
300
Stratos Wealth Advisors
Ohio
$2M +$678K +5,178 +51%