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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 %
CSB
651
City State Bank
Iowa
$276K
RA
652
RFG Advisory
Alabama
$275K -$648K -4,331 -70%
TIA
653
Tiemann Investment Advisors
California
$273K -$111K -740 -29%
BWM
654
Benchmark Wealth Management
Connecticut
$271K
FMWA
655
Forvis Mazars Wealth Advisors
Missouri
$270K -$60.5K -404 -18%
TFGT
656
TS Financial Group (TSFG)
Illinois
$269K -$750 -5 -0.3%
WA
657
Wealthstream Advisors
New York
$269K
GT
658
Greenleaf Trust
Michigan
$263K -$14.8K -99 -5%
LWMG
659
Levy Wealth Management Group
Pennsylvania
$261K +$1.05K +7 +0.4%
BFA
660
BMS Financial Advisors
South Dakota
$256K
AMR
661
Asset Management Resources
Massachusetts
$255K +$255K +1,706 New
WP
662
Wealthspan Partners
Iowa
$253K
WP
663
WealthPLAN Partners
Nebraska
$253K +$34.2K +241 +16%
WIM
664
WealthPlan Investment Management
Nebraska
$253K +$253K +1,781 New
HIP
665
HUB Investment Partners
Texas
$251K -$113K -757 -31%
KCM
666
Karp Capital Management
California
$247K -$131K -874 -35%
VFA
667
Valeo Financial Advisors
Indiana
$246K +$32.8K +219 +15%
WIC
668
Woodmont Investment Counsel
Tennessee
$244K +$1.05K +7 +0.4%
SWM
669
Silverlake Wealth Management
Vermont
$243K +$898 +6 +0.4%
MHS
670
M Holdings Securities
Oregon
$242K +$242K +1,618 New
NQWM
671
Northwest Quadrant Wealth Management
Oregon
$241K +$241K +1,607 New
First Manhattan
672
First Manhattan
New York
$239K +$897 +6 +0.4%
AWA
673
Arkadios Wealth Advisors
Georgia
$237K -$11.2K -75 -5%
OSAM
674
O'Shaughnessy Asset Management
Connecticut
$237K
SMC
675
Smith, Moore & Co
Missouri
$236K +$236K +1,580 New