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Vanguard Mid-Cap Value ETF

837 hedge funds and large institutions have $9.13B invested in Vanguard Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% of All Funds
14.15%
Holding in Top 10
58
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.12%
% of All Funds
0.98%
New
53
Increased
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
401
Mutual Advisors
Nebraska
$873K -$2.26M -17,446 -72%
TDWM
402
Topel & Distasi Wealth Management
California
$871K
DAS
403
Dynamic Advisor Solutions
Arizona
$869K -$12.8K -99 -1%
WH
404
Willner & Heller
California
$865K +$14.4K +111 +2%
FA
405
FDx Advisors
Illinois
$864K -$9.07K -70 -1%
AWM
406
Axxcess Wealth Management
California
$863K -$182K -1,408 -17%
CFA
407
Cahill Financial Advisors
Minnesota
$859K +$14.4K +111 +2%
CL
408
CPWM LLC
Washington
$857K +$857K +6,616 New
CWM
409
Collaborative Wealth Management
Florida
$851K +$851K +6,574 New
MLA
410
My Legacy Advisors
Oregon
$848K +$392K +3,004 +86%
AMM
411
American Money Management
California
$845K -$68.3K -528 -7%
PFC
412
Phocas Financial Corp
California
$844K -$101K -780 -11%
FPS
413
Fieldpoint Private Securities
Connecticut
$835K +$376K +2,902 +82%
Cerity Partners
414
Cerity Partners
New York
$813K +$203K +1,645 +33%
V
415
Veritable
Delaware
$802K +$30.8K +238 +4%
TCOV
416
Trust Company of Vermont
Vermont
$799K +$25.9K +200 +3%
SFP
417
Strategic Financial Partners
Oregon
$793K -$15.9K -123 -2%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$791K +$87.2K +673 +12%
WCA
419
Waypoint Capital Advisors
Minnesota
$786K
SLT
420
St Louis Trust
Missouri
$782K
NWM
421
Northwest Wealth Management
Iowa
$781K -$22.4K -173 -3%
JIC
422
Johnson Investment Counsel
Ohio
$776K +$259 +2 +0%
PIA
423
Pinion Investment Advisors
Kansas
$774K -$30.3K -234 -4%
SWP
424
Stratos Wealth Partners
Ohio
$773K -$27.3K -211 -3%
FOA
425
Five Oceans Advisors
California
$772K -$14.6K -113 -2%