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Vanguard Mid-Cap Value ETF

650 hedge funds and large institutions have $6.58B invested in Vanguard Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+93
Holders Change %
+16.7%
% of All Funds
11.53%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.66%
New
127
Increased
238
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$47.3M +$565K +4,747 +1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$38.8M +$123K +1,036 +0.3%
LNC
28
Lincoln National Corp
Pennsylvania
$35M -$927K -7,792 -3%
AWM
29
Avior Wealth Management
Nebraska
$33.3M +$255K +2,141 +0.8%
RA
30
Rodgers & Associates
Pennsylvania
$32.1M +$32.1M +269,600 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$30.2M +$5.1M +42,872 +20%
MML Investors Services
32
MML Investors Services
Massachusetts
$29.1M -$418K -3,511 -1%
KF
33
Krilogy Financial
Missouri
$28.3M -$572K -4,808 -2%
IWA
34
Inspirion Wealth Advisors
Illinois
$27.8M +$934K +7,848 +3%
FI
35
FormulaFolio Investments
Michigan
$26.6M +$24.6M +207,024 +1,276%
CCM
36
Condor Capital Management
New Jersey
$25M +$670K +5,636 +3%
SF
37
Summit Financial
New Jersey
$24.5M -$40.1K -337 -0.2%
MAM
38
Marotta Asset Management
Virginia
$23.7M +$1.16M +9,718 +5%
KAS
39
Kestra Advisory Services
Texas
$23.5M +$8.68M +73,477 +59%
EWA
40
ERTS Wealth Advisors
Michigan
$23.4M +$3.05M +25,655 +15%
PAG
41
Private Advisor Group
New Jersey
$22.2M +$830K +6,977 +4%
US Bancorp
42
US Bancorp
Minnesota
$22.1M +$4.17M +35,015 +23%
PCG
43
Private Capital Group
Connecticut
$21.2M -$7.61K -64 -0%
FWI
44
Facet Wealth Inc
Maryland
$20.7M +$20.7M +174,234 New
BIA
45
BHK Investment Advisors
Alabama
$18.7M +$1.77M +14,894 +10%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$17.9M -$709K -5,962 -4%
MIS
47
Morningstar Investment Services
Illinois
$17.4M +$409K +3,442 +2%
FC
48
Forte Capital
New York
$16.1M -$369K -3,104 -2%
SP
49
Symmetry Partners
Connecticut
$15.8M +$251K +2,110 +2%
RJA
50
Raymond James & Associates
Florida
$15.8M +$1.79M +15,012 +13%