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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 %
BFA
626
Beaumont Financial Advisors
Massachusetts
$329K -$1.05K -8 -0.3%
CCWM
627
Cassaday & Co Wealth Management
Virginia
$328K +$917 +7 +0.3%
NF
628
Nikulski Financial
Iowa
$328K +$11.1K +85 +4%
FWM
629
FSA Wealth Management
Massachusetts
$322K +$133K +1,013 +70%
MCCP
630
Mission Creek Capital Partners
California
$322K +$1.7K +13 +0.5%
LWP
631
LMG Wealth Partners
Louisiana
$321K
EAM
632
Evanson Asset Management
California
$318K +$1.05K +8 +0.3%
AFG
633
Altiora Financial Group
Ohio
$317K -$7.07K -54 -2%
SCG
634
Sonata Capital Group
Washington
$314K
SBIA
635
Sheaff Brock Investment Advisors
Indiana
$313K -$15.5K -118 -5%
GIM
636
Goelzer Investment Management
Indiana
$311K -$41.4K -316 -12%
SL
637
Salomon & Ludwin
Virginia
$308K +$25.5K +195 +9%
NAS
638
Nicolet Advisory Services
Wisconsin
$307K -$4.5K -35 -1%
BCI
639
Brinker Capital Investments
Pennsylvania
$306K -$750K -5,724 -71%
OPS
640
Orion Portfolio Solutions
Nebraska
$306K -$750K -5,724 -71%
HAG
641
HF Advisory Group
Maryland
$305K +$24.4K +182 +9%
VBWMG
642
Von Berge Wealth Management Group
California
$303K
RRA
643
Round Rock Advisors
Connecticut
$302K
PMFA
644
Plante Moran Financial Advisors
Michigan
$299K -$1.7K -13 -0.6%
AllianceBernstein
645
AllianceBernstein
Tennessee
$297K +$27.5K +210 +10%
DI
646
DFPG Investments
Utah
$297K +$110K +851 +59%
CIA
647
Compass Ion Advisors
Pennsylvania
$294K +$294K +2,241 New
NB
648
Nicolet Bankshares
Wisconsin
$292K
DWP
649
Destiny Wealth Partners
Florida
$291K +$11.1K +85 +4%
HIA
650
HTG Investment Advisors
Connecticut
$289K +$289K +2,203 New