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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 %
IAG
576
Investmark Advisory Group
Connecticut
$409K +$409K +3,123 New
CHJWM
577
Carlton Hofferkamp & Jenks Wealth Management
Texas
$403K
DAS
578
Dynamic Advisor Solutions
Arizona
$402K -$11K -84 -3%
MFA
579
McClarren Financial Advisors
Pennsylvania
$400K +$2.22K +17 +0.6%
AWM
580
Apollon Wealth Management
South Carolina
$397K -$37.2K -284 -9%
PB
581
Pinnacle Bancorp
Nebraska
$397K -$2.88K -22 -0.7%
LPAM
582
Lodestar Private Asset Management
California
$396K -$4.58K -35 -1%
PA
583
Parallel Advisors
California
$393K -$76.5K -584 -16%
SSI
584
Scott & Selber Inc
Texas
$393K
BIAS
585
Beacon Investment Advisory Services
New Jersey
$393K
VF
586
VitalStone Financial
Texas
$392K
ORC
587
O'Rourke & Company
Massachusetts
$392K +$10.3K +79 +3%
TFGT
588
TS Financial Group (TSFG)
Illinois
$389K
NB
589
Northwest Bancshares
Pennsylvania
$389K -$86.3K -659 -18%
VCM
590
Virtue Capital Management
Tennessee
$386K
KA
591
Klingman & Associates
New York
$384K -$655 -5 -0.2%
IFWM
592
Institute for Wealth Management
Colorado
$383K +$115K +878 +43%
PTC
593
Private Trust Company
Ohio
$381K -$19.6K -150 -5%
WB
594
WesBanco Bank
West Virginia
$380K -$3.41K -26 -0.9%
FLPIM
595
F.L. Putnam Investment Management
Massachusetts
$380K +$21.6K +165 +6%
PFA
596
Professional Financial Advisors
Nebraska
$380K +$1.57K +12 +0.4%
RJT
597
Raymond James Trust
Florida
$378K
BWM
598
BCS Wealth Management
Tennessee
$376K +$376K +2,868 New
NAMP
599
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$375K -$49.1K -375 -12%
Envestnet Portfolio Solutions
600
Envestnet Portfolio Solutions
Illinois
$374K +$374K +2,857 New