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Vanguard Mid-Cap Value ETF

650 hedge funds and large institutions have $6.58B invested in Vanguard Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+93
Holders Change %
+16.7%
% of All Funds
11.53%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.66%
New
127
Increased
238
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
326
Johnson Investment Counsel
Ohio
$657K +$7.13K +60 +1%
CBFP
327
Cedar Brook Financial Partners
Ohio
$651K -$102K -859 -14%
HWA
328
Heartwood Wealth Advisors
Virginia
$644K
MWM
329
Meridian Wealth Management
Kentucky
$640K +$11.6K +98 +2%
RCA
330
Rex Capital Advisors
Rhode Island
$639K
9WM
331
9258 Wealth Management
Ohio
$615K
PP
332
Prudential plc
United Kingdom
$611K -$11.9K -100 -2%
AWM
333
Altavista Wealth Management
North Carolina
$603K
CAM
334
Cresset Asset Management
Illinois
$591K +$7.14K +60 +1%
Prudential Financial
335
Prudential Financial
New Jersey
$589K -$7.61K -64 -1%
PWM
336
Perigon Wealth Management
California
$587K +$90.5K +761 +18%
NRI
337
NFP Retirement Inc
California
$580K +$580K +4,871 New
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$572K +$62.2K +523 +12%
EFL
339
ERn Financial LLC
Wisconsin
$564K +$2.97K +25 +0.5%
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$563K +$212K +1,784 +60%
NCMW
341
Northern Capital Management (Washington)
Washington
$559K +$559K +4,700 New
ZB
342
Zions Bancorporation
Utah
$556K
WANY
343
Wealthspire Advisors (New York)
New York
$556K +$556K +4,670 New
JPLA
344
Joseph P. Lucia & Associates
New York
$540K +$60.1K +505 +13%
BPA
345
Beacon Pointe Advisors
California
$539K -$374K -3,130 -41%
OIA
346
OneDigital Investment Advisors
Kansas
$533K +$136K +1,141 +34%
IA
347
IFP Advisors
Florida
$529K +$36.9K +313 +8%
TIA
348
Tiemann Investment Advisors
California
$527K -$103K -866 -16%
MFS
349
McNamara Financial Services
Massachusetts
$520K
NP
350
NorthRock Partners
Minnesota
$515K -$35.7K -300 -6%