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Vanguard Mid-Cap Value ETF

563 hedge funds and large institutions have $4.86B invested in Vanguard Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 175 increasing their positions, 223 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+21
Holders Change %
+3.87%
% of All Funds
11.57%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.55%
New
80
Increased
175
Reduced
223
Closed
55
Calls
$2.24M
Puts
$1.39M
Net Calls
+$852K
Net Calls Change
+$403K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$30.4M -$1.73M -18,128 -5%
LNC
27
Lincoln National Corp
Pennsylvania
$28.9M +$2.03M +21,198 +8%
AWM
28
Avior Wealth Management
Nebraska
$24.5M +$4.66M +48,720 +24%
KF
29
Krilogy Financial
Missouri
$22.8M +$880K +9,197 +4%
NYLIM
30
New York Life Investment Management
New York
$22.7M +$13M +135,984 +135%
MML Investors Services
31
MML Investors Services
Massachusetts
$22.2M -$1.18M -12,314 -5%
CCM
32
Condor Capital Management
New Jersey
$19.8M -$1.12M -11,652 -5%
SF
33
Summit Financial
New Jersey
$19.7M -$8.42M -87,989 -30%
EWA
34
ERTS Wealth Advisors
Michigan
$17.8M +$2.7M +28,174 +18%
PAG
35
Private Advisor Group
New Jersey
$17.4M +$1.44M +15,048 +9%
MAM
36
Marotta Asset Management
Virginia
$17.1M +$2.75M +28,707 +19%
PCG
37
Private Capital Group
Connecticut
$16.8M +$2.19M +22,854 +15%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$15.4M -$190K -1,986 -1%
MIS
39
Morningstar Investment Services
Illinois
$14.5M -$18.7M -198,403 -56%
US Bancorp
40
US Bancorp
Minnesota
$14.2M -$158K -1,648 -1%
BIA
41
BHK Investment Advisors
Alabama
$14.1M +$1.93M +20,199 +16%
FC
42
Forte Capital
New York
$14M -$2.04M -21,302 -13%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$13.9M +$13.9M +145,753 New
A
44
AdvicePeriod
California
$13.3M +$1.39M +14,480 +12%
SP
45
Symmetry Partners
Connecticut
$12.8M +$248K +2,595 +2%
BFA
46
Bragg Financial Advisors
North Carolina
$12.6M -$531K -5,544 -4%
RJA
47
Raymond James & Associates
Florida
$12.5M -$3.02M -31,575 -19%
EK
48
Evensky & Katz
Florida
$12.4M -$376K -3,926 -3%
William Blair & Company
49
William Blair & Company
Illinois
$12.1M -$1.2M -12,555 -9%
CA
50
Capital Advantage
California
$11.8M -$223K -2,326 -2%