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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 %
CHA
476
Carmichael Hill & Associates
Maryland
$664K -$10.5K -80 -2%
JPLA
477
Joseph P. Lucia & Associates
New York
$663K -$142K -1,086 -18%
PIA
478
Pinion Investment Advisors
Kansas
$663K +$64K +489 +11%
WMWM
479
Whitaker-Myers Wealth Managers
Ohio
$660K +$80.8K +617 +14%
CPRC
480
Consolidated Portfolio Review Corp
New York
$654K -$2.23K -17 -0.3%
Legacy Financial Group (Iowa)
481
Legacy Financial Group (Iowa)
Iowa
$653K +$653K +4,989 New
GIA
482
Gladstone Institutional Advisory
Florida
$648K +$15.3K +117 +2%
MMPW
483
Mitchell McLeod Pugh & Williams
Alabama
$647K +$49.1K +375 +8%
PI
484
PFG Investments
New York
$647K +$3.14K +24 +0.5%
CA
485
Clearstead Advisors
Ohio
$643K +$286K +2,184 +80%
CAG
486
Csenge Advisory Group
Florida
$638K +$15.7K +120 +3%
JCM
487
Jacobi Capital Management
Pennsylvania
$637K -$20.7K -158 -3%
FIA
488
Foundations Investment Advisors
Arizona
$636K +$428K +3,267 +205%
TBWA
489
Three Bridge Wealth Advisors
California
$634K +$7.99K +61 +1%
GCM
490
G2 Capital Management
Ohio
$632K
MLA
491
My Legacy Advisors
Oregon
$614K -$19.8K -155 -3%
AMM
492
American Money Management
California
$611K -$45.1K -344 -7%
CWM
493
Collaborative Wealth Management
Florida
$611K -$16.4K -125 -3%
CWM
494
Connecticut Wealth Management
Connecticut
$610K +$60.6K +463 +11%
LWM
495
Liberty Wealth Management
California
$610K +$11.4K +87 +2%
AFG
496
AFS Financial Group
Maryland
$609K -$71.2K -544 -10%
FA
497
Financial Alternatives
California
$601K +$917 +7 +0.2%
SWM
498
SeaCrest Wealth Management
New York
$600K +$9.56K +73 +2%
Vanguard Group
499
Vanguard Group
Pennsylvania
$598K +$144K +1,101 +32%
1IA
500
1834 Investment Advisors
Wisconsin
$593K -$6.81K -52 -1%