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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 %
AWA
651
Arkadios Wealth Advisors
Georgia
$287K +$1.05K +8 +0.4%
BCP
652
Berkeley Capital Partners
Georgia
$285K -$24.4K -186 -8%
CWM
653
Castle Wealth Management
Florida
$283K -$842K -6,431 -75%
CAMG
654
CWA Asset Management Group
Florida
$283K +$9.3K +71 +3%
GFWA
655
Grey Fox Wealth Advisors
Delaware
$279K +$9.43K +72 +3%
VPP
656
Vertex Planning Partners
Illinois
$277K
BCG
657
Breakwater Capital Group
New Jersey
$277K -$40.1K -316 -13%
MWM
658
MorganRosel Wealth Management
Colorado
$276K
GI
659
Gradient Investments
Minnesota
$276K +$68.1K +520 +33%
WSTAM
660
Wilbanks Smith & Thomas Asset Management
Virginia
$274K -$24.1K -184 -8%
CM
661
Cornerstone Management
Georgia
$272K
OCM
662
One Capital Management
California
$272K -$56.2K -429 -17%
D
663
Diversified
Delaware
$271K
DWT
664
Dorsey & Whitney Trust
South Dakota
$271K
OA
665
Oxbow Advisors
Texas
$270K +$2.49K +19 +0.9%
CTA
666
Colonial Trust Advisors
South Carolina
$269K -$3.27K -25 -1%
SA
667
Strategic Advisors
New York
$267K +$3.8K +29 +1%
SRC
668
Sage Rhino Capital
California
$267K +$1.7K +13 +0.6%
WP
669
Wealthspan Partners
Iowa
$265K -$27.2K -208 -9%
WWC
670
Waypoint Wealth Counsel
Georgia
$263K
MSWM
671
McGlone Suttner Wealth Management
Wisconsin
$262K +$2.62K +20 +1%
NWA
672
Navis Wealth Advisors
New York
$262K
SAM
673
Silvercrest Asset Management
New York
$261K
BF
674
Brooklyn FI
New York
$259K -$262 -2 -0.1%
FWI
675
Facet Wealth Inc
Maryland
$257K -$164K -1,303 -39%