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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 %
WFM
351
Wolff Financial Management
Michigan
$1.44M +$1.44M +10,962 New
ATC
352
Argent Trust Co
Tennessee
$1.43M +$1.31K +10 +0.1%
WTFG
353
Wells Trecaso Financial Group
Ohio
$1.42M -$18.3K -140 -1%
BP
354
Ballentine Partners
Massachusetts
$1.41M
JWCA
355
J.W. Cole Advisors
Florida
$1.41M +$54.9K +419 +4%
GRP
356
Global Retirement Partners
California
$1.4M +$108K +838 +8%
SFG
357
Sterling Financial Group
California
$1.38M
CANC
358
Culbertson A N & Co
Virginia
$1.36M -$55.7K -425 -4%
PSF
359
Pacific Sun Financial
California
$1.36M -$44.3K -338 -3%
RA
360
RFG Advisory
Alabama
$1.35M -$377K -2,875 -22%
TPA
361
Trivium Point Advisory
Connecticut
$1.35M +$53.7K +421 +4%
PIMG
362
Patriot Investment Management Group
Tennessee
$1.34M +$18.9K +144 +1%
IA
363
Insight Advisors
Pennsylvania
$1.33M -$10.2K -78 -0.8%
WCM
364
Wealthcare Capital Management
Virginia
$1.33M -$16.9K -129 -1%
AWM
365
Axxcess Wealth Management
California
$1.31M -$248K -1,894 -16%
BSW
366
Buckingham Strategic Wealth
Missouri
$1.31M -$419K -3,198 -24%
AUB
367
Atlantic Union Bankshares
Virginia
$1.3M -$365K -2,788 -22%
PP
368
Prudential plc
United Kingdom
$1.29M +$99.5K +760 +8%
YIH
369
Y-Intercept (HK)
Hong Kong
$1.28M +$1.28M +9,792 New
MECA
370
Miller Equity Capital Advisors
Texas
$1.23M
SHFA
371
SC&H Financial Advisors
Maryland
$1.23M +$3.01K +23 +0.2%
FAIM
372
Financial Advocates Investment Management
Washington
$1.22M -$78.6K -600 -6%
PFS
373
Prospera Financial Services
Texas
$1.21M -$34K -259 -3%
MAM
374
MMA Asset Management
Pennsylvania
$1.21M -$4.52M -34,545 -79%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$1.2M +$69K +527 +6%