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Vanguard Mid-Cap Value ETF

967 hedge funds and large institutions have $10.7B invested in Vanguard Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 338 increasing their positions, 328 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
+81
Holders Change %
+9.14%
% of All Funds
14.17%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.89%
New
137
Increased
338
Reduced
328
Closed
48
Calls
$4.54M
Puts
$2.36M
Net Calls
+$2.18M
Net Calls Change
-$5.65M
Name Holding Trade Value Shares
Change
Shares
Change %
FB
601
First Bancorp
Maine
$457K
CHJWM
602
Carlton Hofferkamp & Jenks Wealth Management
Texas
$456K
S
603
SignatureFD
Georgia
$453K -$11K -76 -2%
GI
604
Gradient Investments
Minnesota
$451K +$146K +1,008 +48%
RJT
605
Raymond James Trust
Florida
$446K +$26.7K +184 +6%
SG
606
StoneX Group
New York
$445K -$138K -950 -24%
LPAM
607
Lodestar Private Asset Management
California
$441K +$2.9K +20 +0.7%
AWM
608
Atticus Wealth Management
Florida
$441K -$62.8K -433 -12%
SWM
609
Silverlake Wealth Management
Vermont
$438K +$39K +269 +10%
SSI
610
Scott & Selber Inc
Texas
$435K
TFGT
611
TS Financial Group (TSFG)
Illinois
$432K +$1.16K +8 +0.3%
SW
612
SkyOak Wealth
Michigan
$430K -$30.9K -213 -7%
AWM
613
Apollon Wealth Management
South Carolina
$429K -$11.6K -80 -3%
BBA
614
BLB&B Advisors
Pennsylvania
$427K +$28.7K +198 +7%
LA
615
LexAurum Advisors
Kansas
$426K -$43.1K -297 -9%
KA
616
Klingman & Associates
New York
$425K
MCCA
617
Mill Creek Capital Advisors
Pennsylvania
$425K -$196K -1,355 -32%
PFA
618
Professional Financial Advisors
Nebraska
$425K +$4.06K +28 +1%
YWM
619
Yoder Wealth Management
California
$422K +$422K +2,907 New
FLPIM
620
F.L. Putnam Investment Management
Massachusetts
$421K +$145 +1 +0%
WB
621
WesBanco Bank
West Virginia
$421K
NB
622
Northwest Bancshares
Pennsylvania
$418K -$12.8K -88 -3%
NP
623
NorthRock Partners
Minnesota
$417K -$117K -807 -22%
BWM
624
BCS Wealth Management
Tennessee
$416K
NAMP
625
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$415K