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Vanguard Mid-Cap Value ETF

837 hedge funds and large institutions have $9.13B invested in Vanguard Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% of All Funds
14.15%
Holding in Top 10
58
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.12%
% of All Funds
0.98%
New
53
Increased
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
551
Klingman & Associates
New York
$379K -$7.64K -59 -2%
CCFM
552
Clear Creek Financial Management
Washington
$378K +$378K +2,916 New
PTC
553
Private Trust Company
Ohio
$378K +$378K +2,920 New
TSW
554
Thompson Siegel & Walmsley
Virginia
$377K +$24.8K +192 +7%
FCH
555
Freestone Capital Holdings
Washington
$376K +$5.71K +44 +2%
OPS
556
Orion Portfolio Solutions
Nebraska
$372K +$49K +378 +15%
BWM
557
BCS Wealth Management
Tennessee
$371K
FPAS
558
Focus Partners Advisor Solutions
Missouri
$365K +$88K +679 +32%
RJT
559
Raymond James Trust
Florida
$363K -$2.81M -21,723 -89%
WLPWM
560
Walled Lake Planning & Wealth Management
Illinois
$363K -$7K -54 -2%
WB
561
WesBanco Bank
West Virginia
$361K -$27.1K -209 -7%
PB
562
Pinnacle Bancorp
Nebraska
$359K +$359K +2,769 New
ZF
563
Zhang Financial
Michigan
$356K +$3.5K +27 +1%
SCG
564
Sonata Capital Group
Washington
$350K
ECG
565
Edge Capital Group
Georgia
$345K +$345K +2,667 New
BCWM
566
Bartlett & Co Wealth Management
Ohio
$343K +$259 +2 +0.1%
BC
567
Bartlett & Co
Ohio
$343K +$259 +2 +0.1%
GWA
568
GGM Wealth Advisors
Maryland
$340K -$648K -4,965 -66%
BFM
569
Broadview Financial Management
Wisconsin
$339K +$147K +1,137 +77%
SBIA
570
Sheaff Brock Investment Advisors
Indiana
$337K -$3.88K -30 -1%
FW
571
FirstPurpose Wealth
Utah
$337K
LSPW
572
Lake Street Private Wealth
Illinois
$333K +$67.3K +519 +25%
FPCG
573
Forum Private Client Group
Indiana
$331K +$4.01K +31 +1%
AWM
574
Altium Wealth Management
New York
$329K
MCM
575
Maryland Capital Management
Maryland
$329K +$66.1K +510 +25%