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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 %
OA
601
Oxbow Advisors
Texas
$276K
WP
602
Wealthspan Partners
Iowa
$276K +$9.12K +75 +3%
ORC
603
O'Rourke & Company
Massachusetts
$274K +$37.9K +311 +16%
HPWM
604
High Pines Wealth Management
Massachusetts
$273K
FFMBT
605
First Farmers & Merchants Bank Trust
Tennessee
$271K +$122 +1 +0%
CG
606
Caprock Group
Idaho
$267K
ECM
607
Evergreen Capital Management
Washington
$265K -$1.7K -14 -0.6%
IA
608
IFG Advisory
Georgia
$264K +$9.36K +77 +4%
FWTB
609
First Western Trust Bank
Colorado
$264K +$264K +2,166 New
LA
610
LexAurum Advisors
Kansas
$262K +$14.8K +121 +6%
DWP
611
Destiny Wealth Partners
Florida
$260K
BTI
612
Blue Trust Inc
Georgia
$259K +$98.4K +759 +61%
BF
613
Brooklyn FI
New York
$258K +$209K +1,712 +422%
PPP
614
Private Portfolio Partners
New Jersey
$257K +$43.5K +357 +20%
SAM
615
Silvercrest Asset Management
New York
$257K
OWP
616
Obermeyer Wealth Partners
Colorado
$255K
WPP
617
Whalerock Point Partners
Rhode Island
$255K
CM
618
Cornerstone Management
Georgia
$252K -$4.51K -37 -2%
W
619
WealthOne
New York
$250K -$16.2K -133 -6%
MW
620
Milestone Wealth
New York
$250K
CPP
621
Capasso Planning Partners
South Carolina
$250K +$488 +4 +0.2%
NAS
622
Nicolet Advisory Services
Wisconsin
$250K +$21.2K +172 +9%
MSAM
623
Moloney Securities Asset Management
Missouri
$248K +$851 +7 +0.3%
QCIG
624
Quad-Cities Investment Group
Iowa
$248K +$17.5K +144 +8%
BBA
625
BLB&B Advisors
Pennsylvania
$246K +$854 +7 +0.3%