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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 %
WA
401
Wambolt & Associates
Colorado
$1.04M +$44.3K +344 +4%
Wealthfront Advisers
402
Wealthfront Advisers
California
$1.04M -$169K -1,289 -14%
AIA
403
Ally Invest Advisors
North Carolina
$997K +$331K +2,531 +50%
B
404
Bridgeworth
Alabama
$992K -$28.3K -216 -3%
Lido Advisors
405
Lido Advisors
California
$982K +$109K +831 +12%
KWM
406
Kingsview Wealth Management
Oregon
$974K +$279K +2,127 +40%
CAL
407
Capital Advisors Ltd
Ohio
$965K -$4.59K -35 -0.5%
TDWM
408
Topel & Distasi Wealth Management
California
$964K
RWP
409
Revolve Wealth Partners
New Jersey
$963K -$1.57K -12 -0.2%
TCOV
410
Trust Company of Vermont
Vermont
$961K -$14.4K -110 -1%
CA
411
Continuum Advisory
Idaho
$960K -$917 -7 -0.1%
CAWM
412
Capital Advisors Wealth Management
Washington
$960K -$2.57M -19,648 -73%
TPCW
413
TD Private Client Wealth
New York
$958K -$13.2K -101 -1%
WTC
414
WhitTier Trust Company
Nevada
$947K
9WM
415
9258 Wealth Management
Ohio
$941K -$86.3K -659 -8%
IA
416
IFP Advisors
Florida
$938K -$23.3K -178 -2%
AA
417
Ancora Advisors
Ohio
$937K
PWM
418
Paulson Wealth Management
Illinois
$934K -$76.6K -585 -8%
MG
419
Mather Group
Illinois
$924K -$62.6K -478 -6%
PCM
420
Parsons Capital Management
Rhode Island
$916K -$2.49K -19 -0.3%
ZF
421
Zhang Financial
Michigan
$894K +$2.75K +21 +0.3%
NSG
422
Nalls Sherbakoff Group
Tennessee
$886K -$8.64K -66 -1%
Financial Engines Advisors
423
Financial Engines Advisors
California
$882K +$4.58K +35 +0.5%
RIM
424
Rockbridge Investment Management
New York
$879K
MSA
425
Marino Stram & Associates
Massachusetts
$872K +$110K +837 +14%