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Vanguard Mid-Cap Value ETF

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
JPLA
401
Joseph P. Lucia & Associates
New York
$828K -$49.2K -404 -6%
FWM
402
FSA Wealth Management
Massachusetts
$819K +$819K +6,727 New
FANJ
403
Financial Architects (New Jersey)
New Jersey
$811K +$811K +6,657 New
Financial Engines Advisors
404
Financial Engines Advisors
California
$806K -$163K -1,336 -17%
YWS
405
Yarger Wealth Strategies
Ohio
$803K +$287K +2,356 +56%
CWM
406
Collaborative Wealth Management
Florida
$801K +$122 +1 +0%
TCOV
407
Trust Company of Vermont
Vermont
$794K +$42.3K +347 +6%
SW
408
SkyOak Wealth
Michigan
$793K -$2.12M -17,406 -73%
AWM
409
Axxcess Wealth Management
California
$792K -$19.7K -162 -2%
MG
410
Mather Group
Illinois
$789K +$789K +6,477 New
NWM
411
Northwest Wealth Management
Iowa
$788K +$54.3K +446 +7%
AMM
412
American Money Management
California
$785K -$9.49K -78 -1%
LWAC
413
Laurel Wealth Advisors (California)
California
$784K +$159K +1,302 +25%
PFC
414
Phocas Financial Corp
California
$766K -$27.4K -225 -3%
MSFS
415
Main Street Financial Solutions
Pennsylvania
$759K +$15.6K +128 +2%
CWM
416
Chemistry Wealth Management
New York
$758K +$72.6K +596 +11%
VA
417
Valmark Advisers
Ohio
$757K -$1.41M -11,551 -65%
Cerity Partners
418
Cerity Partners
New York
$753K -$48.2K -396 -6%
AWM
419
Atticus Wealth Management
Florida
$752K
JIC
420
Johnson Investment Counsel
Ohio
$750K +$20.6K +169 +3%
DAM
421
Derbend Asset Management
Georgia
$741K +$741K +6,088 New
OIA
422
OneDigital Investment Advisors
Kansas
$739K -$156K -1,279 -17%
WCA
423
Waypoint Capital Advisors
Minnesota
$739K
IFA
424
Index Fund Advisors
California
$737K -$877K -7,200 -54%
EP
425
Eudaimonia Partners
Tennessee
$731K +$731K +6,000 New