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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 %
ICP
526
Interchange Capital Partners
Pennsylvania
$127K +$127K +1,075 New
SBL
527
Sargent Bickham Lagudis
Colorado
$126K
LB
528
Legacy Bridge
Iowa
$120K
CFFP
529
Center for Financial Planning
Michigan
$119K -$147K -1,236 -55%
BAMG
530
Brand Asset Management Group
Missouri
$118K
CFA
531
Carroll Financial Associates
North Carolina
$118K +$8.51K +72 +8%
CA
532
Clearstead Advisors
Ohio
$117K
JGIA
533
Jackson Grant Investment Advisers
Connecticut
$115K +$716 +6 +0.6%
AWA
534
Arkadios Wealth Advisors
Georgia
$115K +$81.1K +687 +239%
FWM
535
FSA Wealth Management
Massachusetts
$115K +$115K +968 New
FPB
536
First PREMIER Bank
South Dakota
$113K
NSIM
537
North Star Investment Management
Illinois
$113K +$475 +4 +0.4%
TF
538
TimeScale Financial
Massachusetts
$112K +$713 +6 +0.6%
PMFA
539
Plante Moran Financial Advisors
Michigan
$104K +$1.3K +11 +1%
BWM
540
Baystate Wealth Management
Massachusetts
$98K +$11.6K +97 +13%
FP
541
Financial Perspectives
Minnesota
$96.4K
FFA
542
Founders Financial Alliance
North Carolina
$95K
MCC
543
Money Concepts Capital
Florida
$94K +$94K +794 New
SSC
544
Syverson Strege & Co
Iowa
$93K +$93K +785 New
1IA
545
1834 Investment Advisors
Wisconsin
$88K +$714 +6 +0.8%
CCM
546
Covington Capital Management
California
$83K
TCOV
547
Trust Company of Vermont
Vermont
$83K +$6.33K +53 +8%
VFA
548
Valeo Financial Advisors
Indiana
$80K +$13K +109 +19%
MPCG
549
Matrix Private Capital Group
New York
$78K
MRCM
550
M&R Capital Management
New Jersey
$73K