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Vanguard Mid-Cap Value ETF

436 hedge funds and large institutions have $4.36B invested in Vanguard Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 180 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+12
Holders Change %
+2.83%
% of All Funds
10%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
41
Increased
180
Reduced
130
Closed
26
Calls
$2.1M
Puts
$1.12M
Net Calls
+$985K
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Shares
Change %
HT
351
Heritage Trust
Oklahoma
$101K -$3.96K -36 -4%
JGIA
352
Jackson Grant Investment Advisers
Connecticut
$100K +$443 +4 +0.4%
ML
353
McAdam LLC
Pennsylvania
$97K -$22.4K -203 -19%
TSW
354
Thompson Siegel & Walmsley
Virginia
$97K
CFA
355
Carroll Financial Associates
North Carolina
$96K +$94.2K +855 +5,344%
PA
356
Parallel Advisors
California
$94K
TWA
357
TCI Wealth Advisors
Arizona
$93K
GRP
358
Global Retirement Partners
California
$90K +$53.4K +483 +146%
TFS
359
TrustCore Financial Services
Tennessee
$86K
PWAG
360
Polaris Wealth Advisory Group
California
$85K
SMFS
361
Squar Milner Financial Services
California
$77K +$77K +699 New
SIAS
362
Shine Investment Advisory Services
Colorado
$76K -$2.1K -19 -3%
SSB
363
Sandy Spring Bank
Maryland
$75K
SFSIG
364
San Francisco Sentry Investment Group
California
$69K -$422K -3,809 -86%
VFA
365
Valeo Financial Advisors
Indiana
$69K +$226 +2 +0.3%
LFG
366
LifePlan Financial Group
Ohio
$68K +$5.66K +51 +9%
MRCM
367
M&R Capital Management
New Jersey
$67K
ADL
368
Asset Dedication LLC
California
$62K
UBS AM
369
UBS AM
Illinois
$57.8K +$57.8K +523 New
IWP
370
Icon Wealth Partners
Texas
$53K +$53K +479 New
FMTCOCP
371
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K
BWM
372
BerganKDV Wealth Management
Minnesota
$49K +$49K +440 New
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$16.5K -150 -26%
HDIM
374
Hanson & Doremus Investment Management
Vermont
$46K
KJWM
375
Kiley Juergens Wealth Management
Washington
$46K +$46K +417 New