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Vanguard Mid-Cap Value ETF

871 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
626
Doyle Wealth Management
Florida
$305K +$305K +2,041 New
MCM
627
Maryland Capital Management
Maryland
$304K -$4.64K -31 -2%
SA
628
Strategic Advisors
New York
$301K
MMPW
629
Mitchell McLeod Pugh & Williams
Alabama
$301K
LS
630
Leelyn Smith
Illinois
$300K
NAS
631
Nicolet Advisory Services
Wisconsin
$300K +$299 +2 +0.1%
NWA
632
Navis Wealth Advisors
New York
$299K
SC
633
Sierra Capital
Florida
$298K +$55.6K +372 +23%
OLA
634
Oliver Luxxe Assets
New Jersey
$297K -$4.79K -32 -2%
ECM
635
Evergreen Capital Management
Washington
$295K
HWA
636
Heritage Wealth Advisors
Virginia
$292K
FPCG
637
Fort Pitt Capital Group
Pennsylvania
$289K -$1.35K -9 -0.5%
SIC
638
Sterling Investment Counsel
New York
$289K -$899 -6 -0.3%
SAM
639
Seelaus Asset Management
New Jersey
$288K -$41.4K -277 -13%
IFWM
640
Institute for Wealth Management
Colorado
$287K
KCM
641
Kennicott Capital Management
California
$287K
IA
642
IFG Advisory
Georgia
$285K +$4.33K +29 +2%
BFO
643
Biltmore Family Office
North Carolina
$284K -$149K -999 -34%
BPWM
644
Badgley Phelps Wealth Managers
Washington
$284K -$8.98K -60 -3%
QCIG
645
Quad-Cities Investment Group
Iowa
$284K +$1.8K +12 +0.6%
PPP
646
Private Portfolio Partners
New Jersey
$278K +$278K +1,856 New
Franklin Resources
647
Franklin Resources
California
$277K
HGERS
648
Householder Group Estate & Retirement Specialist
Arizona
$277K +$449 +3 +0.2%
MFA
649
Mayflower Financial Advisors
Massachusetts
$277K +$277K +1,851 New
BBHC
650
Brown Brothers Harriman & Co
New York
$276K -$50.5K -338 -15%