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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 %
SWA
351
Stratos Wealth Advisors
Ohio
$1.36M -$5.99M -40,032 -82%
EWM
352
Empirical Wealth Management
Washington
$1.36M -$201K -1,340 -13%
HCM
353
Howland Capital Management
Massachusetts
$1.35M
BWA
354
BDO Wealth Advisors
Florida
$1.35M +$3.29K +22 +0.2%
FFN
355
Focus Financial Network
Minnesota
$1.33M +$1.33M +8,906 New
CWM
356
Cornerstone Wealth Management
Missouri
$1.33M -$334K -2,229 -20%
BCIM
357
Bishop & Co Investment Management
Pennsylvania
$1.33M -$20.7K -138 -2%
MIS
358
Morningstar Investment Services
Illinois
$1.32M -$1.73M -11,389 -57%
CPA
359
Cardiff Park Advisors
California
$1.31M
MFG
360
MidWestOne Financial Group
Iowa
$1.29M -$75.3K -503 -6%
PCIA
361
Prime Capital Investment Advisors
Kansas
$1.27M
RIM
362
Rockbridge Investment Management
New York
$1.27M +$141K +937 +13%
SHFA
363
SC&H Financial Advisors
Maryland
$1.26M +$4.94K +33 +0.4%
ECAM
364
East Coast Asset Management
Massachusetts
$1.25M -$10.5K -70 -0.8%
BS
365
Boenning & Scattergood
Pennsylvania
$1.25M +$329K +2,198 +36%
TPA
366
Trivium Point Advisory
Connecticut
$1.24M +$251K +1,686 +25%
ACM
367
Armbruster Capital Management
New York
$1.22M -$10.9K -73 -0.9%
WT
368
Whittier Trust
California
$1.22M -$117K -784 -9%
JWCA
369
J.W. Cole Advisors
Florida
$1.21M +$488K +3,262 +68%
AWM
370
Axxcess Wealth Management
California
$1.21M +$301K +2,010 +33%
AAS
371
Avantax Advisory Services
Texas
$1.2M +$306K +2,047 +34%
CWA
372
CJM Wealth Advisers
Virginia
$1.2M +$327K +2,182 +37%
VWA
373
Visionary Wealth Advisors
Illinois
$1.2M -$4.17M -27,878 -78%
WI
374
WrapManager Inc
California
$1.2M -$10.3K -69 -0.9%
FNBOMD
375
First National Bank of Mount Dora
Florida
$1.19M