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Vanguard Mid-Cap Value ETF

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
OLA
576
Oliver Luxxe Assets
New Jersey
$322K +$55.3K +454 +21%
BFM
577
Broadview Financial Management
Wisconsin
$320K +$1.83K +15 +0.6%
VNA
578
Valley National Advisers
Pennsylvania
$318K +$318K +2,500 New
SBIA
579
Sheaff Brock Investment Advisors
Indiana
$317K
LSPW
580
Lake Street Private Wealth
Illinois
$313K
MCM
581
Maryland Capital Management
Maryland
$313K +$4.13K +34 +1%
EPP
582
ETF Portfolio Partners
Kansas
$311K +$16K +131 +5%
PFA
583
Professional Financial Advisors
Nebraska
$311K +$16.7K +137 +6%
NRI
584
NFP Retirement Inc
California
$309K
JWA
585
JFS Wealth Advisors
Pennsylvania
$308K
GL
586
Graypoint LLC
New York
$308K +$308K +2,532 New
FA
587
FC Advisory
Pennsylvania
$307K -$111K -910 -27%
ICM
588
Intrepid Capital Management
Florida
$305K +$305K +2,502 New
RRA
589
Round Rock Advisors
Connecticut
$302K +$730 +6 +0.2%
WSTAM
590
Wilbanks Smith & Thomas Asset Management
Virginia
$301K -$3.29K -27 -1%
EW
591
Evoke Wealth
California
$300K
RCAG
592
Rehmann Capital Advisory Group
Michigan
$297K
EAM
593
Evanson Asset Management
California
$291K +$972 +8 +0.3%
MWM
594
MorganRosel Wealth Management
Colorado
$290K +$43K +354 +17%
VBWMG
595
Von Berge Wealth Management Group
California
$286K +$12K +97 +4%
DCM
596
Donaldson Capital Management
Indiana
$284K -$116K -953 -29%
DWT
597
Dorsey & Whitney Trust
South Dakota
$282K
DWM
598
Doyle Wealth Management
Florida
$282K +$730 +6 +0.3%
SWPG
599
Strategic Wealth Partners Group
Illinois
$279K
NB
600
Nicolet Bankshares
Wisconsin
$278K -$14.3K -117 -5%