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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 %
PFG
301
Pinnacle Financial Group
Illinois
$1.98M -$47.8K -365 -2%
GC
302
Grimes & Company
Massachusetts
$1.95M +$157K +1,199 +9%
1WA
303
180 Wealth Advisors
Washington
$1.94M -$9.56K -73 -0.5%
EF
304
Empirical Finance
Pennsylvania
$1.94M
TRCT
305
Tower Research Capital (TRC)
New York
$1.93M +$1.93M +14,739 +294,780%
GAM
306
Gotham Asset Management
New York
$1.91M +$1.91M +14,556 New
WFAG
307
Wescott Financial Advisory Group
Pennsylvania
$1.89M -$36.8K -281 -2%
AIA
308
AIMZ Investment Advisors
California
$1.87M +$26.5K +202 +1%
PFM
309
Phillips Financial Management
Indiana
$1.8M
SFG
310
StrategIQ Financial Group
Indiana
$1.78M -$20.8K -159 -1%
AG
311
Ascent Group
Virginia
$1.78M +$343K +2,658 +24%
PCIA
312
Prime Capital Investment Advisors
Kansas
$1.75M +$10.6K +81 +0.6%
E
313
ETFidea
New York
$1.73M +$114K +867 +7%
AFP
314
Ausdal Financial Partners
Iowa
$1.72M +$35K +267 +2%
CAM
315
Cozad Asset Management
Illinois
$1.71M -$269K -2,055 -14%
DI
316
DDFG Inc
California
$1.68M -$90.8K -693 -5%
IFA
317
Index Fund Advisors
California
$1.68M -$35.1K -268 -2%
PD
318
Planning Directions
Pennsylvania
$1.68M +$31K +237 +2%
SCA
319
STALEY CAPITAL ADVISERS
Pennsylvania
$1.67M
BOH
320
Bank of Hawaii
Hawaii
$1.67M +$28.5K +218 +2%
SF
321
Safeguard Financial
Wisconsin
$1.65M +$407K +3,104 +33%
PCA
322
Prosperity Capital Advisors
Ohio
$1.63M +$265K +2,024 +19%
AAS
323
Ameritas Advisory Services
Nebraska
$1.63M +$668K +5,127 +69%
BEAM
324
Baker Ellis Asset Management
Washington
$1.63M -$196K -1,500 -11%
HCP
325
Hexagon Capital Partners
Arkansas
$1.61M -$159K -1,213 -9%