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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 %
JCM
451
Jacobi Capital Management
Pennsylvania
$618K -$4.14K -34 -0.7%
FHA
452
Flagship Harbor Advisors
Massachusetts
$611K -$3.9K -32 -0.6%
AUB
453
Atlantic Union Bankshares
Virginia
$609K -$23K -189 -4%
TBWA
454
Three Bridge Wealth Advisors
California
$609K +$17.8K +146 +3%
WWM
455
Western Wealth Management
Colorado
$606K +$730 +6 +0.1%
CT
456
Colonial Trust
South Carolina
$606K +$606K +4,973 New
Franklin Resources
457
Franklin Resources
California
$605K
SS
458
Simplicity Solutions
Minnesota
$601K -$101K -831 -14%
FLA
459
Financial Life Advisors
Texas
$600K -$11K -90 -2%
PCM
460
Parsons Capital Management
Rhode Island
$599K +$21.3K +175 +4%
MSA
461
Marino Stram & Associates
Massachusetts
$595K +$4.63K +38 +0.8%
GCM
462
G2 Capital Management
Ohio
$588K
PIA
463
Pinion Investment Advisors
Kansas
$584K -$144K -1,181 -20%
KWM
464
Kingsview Wealth Management
Oregon
$581K +$16.7K +137 +3%
GIA
465
Gladstone Institutional Advisory
Florida
$574K -$150K -1,235 -21%
ZB
466
Zions Bancorporation
Utah
$569K
CB
467
Cadence Bank
Mississippi
$562K +$6.94K +57 +1%
AHC
468
Anderson Hoagland & Co
Missouri
$562K +$562K +4,612 New
IPW
469
Intergy Private Wealth
Colorado
$554K +$84.2K +691 +18%
FVWA
470
Foster Victor Wealth Advisors
South Carolina
$553K -$21.8K -172 -4%
NB
471
Northwest Bancshares
Pennsylvania
$548K -$16.1K -132 -3%
PCA
472
Personal Capital Advisors
California
$544K -$174K -1,425 -24%
FFS
473
Founders Financial Securities
Maryland
$539K +$539K +4,425 New
Lido Advisors
474
Lido Advisors
California
$535K +$72.6K +597 +16%
NSIM
475
North Star Investment Management
Illinois
$531K +$1.46K +12 +0.3%