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Vanguard Mid-Cap Value ETF

871 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CWMGP
301
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.82M -$62.6K -418 -3%
WANY
302
Wealthspire Advisors (New York)
New York
$1.82M +$178K +1,189 +11%
SFG
303
StrategIQ Financial Group
Indiana
$1.8M +$7.78K +52 +0.4%
ATC
304
Argent Trust Co
Tennessee
$1.8M -$23.2K -155 -1%
CAM
305
Cozad Asset Management
Illinois
$1.8M +$1.59M +10,643 +772%
PD
306
Planning Directions
Pennsylvania
$1.8M -$47.3K -316 -3%
C
307
CEDRUS
Colorado
$1.78M +$485K +3,242 +37%
PFA
308
Pathway Financial Advisors
Vermont
$1.76M -$7.48K -50 -0.4%
GBT
309
Grove Bank & Trust
Florida
$1.74M +$111K +744 +7%
TPCW
310
TD Private Client Wealth
New York
$1.73M -$1.24M -8,259 -42%
REMPR
311
Roof Eidam Maycock Peralta (REMP)
California
$1.73M +$102K +680 +6%
PWM
312
Perigon Wealth Management
California
$1.72M +$165K +1,099 +11%
GC
313
Grimes & Company
Massachusetts
$1.72M -$32.5K -217 -2%
PSF
314
Pacific Sun Financial
California
$1.71M +$47.6K +318 +3%
IWM
315
IHT Wealth Management
Illinois
$1.7M -$91.9K -614 -5%
5L
316
55I LLC
Massachusetts
$1.7M +$250K +1,672 +17%
CCA
317
Checchi Capital Advisers
California
$1.69M -$78.9K -527 -4%
LL
318
LPWM LLC
Minnesota
$1.69M +$25.4K +171 +2%
CANC
319
Culbertson A N & Co
Virginia
$1.66M +$96.5K +645 +6%
IA
320
IFP Advisors
Florida
$1.65M +$1.22M +20,972 +283%
WTFG
321
Wells Trecaso Financial Group
Ohio
$1.62M
TCBWMS
322
Texas Capital Bank Wealth Management Services
Texas
$1.62M -$3.29K -22 -0.2%
AWM
323
Aspire Wealth Management
Massachusetts
$1.62M +$8.68K +58 +0.5%
BP
324
Ballentine Partners
Massachusetts
$1.6M -$460K -3,076 -22%
ANTB
325
AMG National Trust Bank
Colorado
$1.58M +$48.9K +327 +3%