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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 %
SFC
451
Strategic Financial Concepts
Texas
$741K +$317K +2,421 +75%
EFS
452
Essex Financial Services
Connecticut
$741K +$11.3K +86 +2%
PFC
453
Phocas Financial Corp
California
$732K
CBFP
454
Cedar Brook Financial Partners
Ohio
$730K -$32.5K -248 -4%
FHA
455
Flagship Harbor Advisors
Massachusetts
$727K +$1.05K +8 +0.1%
FOA
456
Five Oceans Advisors
California
$718K -$38.2K -292 -5%
SLT
457
St Louis Trust
Missouri
$718K
FAT
458
First American Trust
California
$715K +$59.1K +451 +9%
MFG
459
Magnus Financial Group
New York
$714K +$7.46K +57 +1%
HWA
460
Heartwood Wealth Advisors
Virginia
$709K
HNB
461
Huntington National Bank
Ohio
$708K -$756K
NSIM
462
North Star Investment Management
Illinois
$703K +$1.97K +15 +0.3%
OIA
463
OneDigital Investment Advisors
Kansas
$698K -$88.3K -674 -11%
UFA
464
US Financial Advisors
Massachusetts
$698K +$32K +244 +5%
CC
465
Courier Capital
New York
$698K
CFA
466
Cahill Financial Advisors
Minnesota
$697K +$7.33K +56 +1%
AWA
467
Aaron Wealth Advisors
Illinois
$691K
LG
468
LAM Group
Oregon
$691K
GVAG
469
Great Valley Advisor Group
Delaware
$686K -$36.2K -276 -5%
TC
470
TownSquare Capital
Utah
$685K -$266K -2,032 -28%
KA
471
Kovack Advisors
Florida
$681K -$7.33K -56 -1%
SFP
472
Strategic Financial Partners
Oregon
$675K +$524 +4 +0.1%
NCM
473
Novare Capital Management
North Carolina
$671K
JWA
474
JFS Wealth Advisors
Pennsylvania
$667K +$11.5K +88 +2%
RFS
475
Retirement Financial Solutions
Tennessee
$667K +$667K +5,091 New