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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 %
OLA
676
Oliver Luxxe Assets
New Jersey
$257K -$393 -3 -0.2%
TW
677
Towerpoint Wealth
California
$256K
HWA
678
Heritage Wealth Advisors
Virginia
$255K
CG
679
Caprock Group
Idaho
$252K
LB
680
Legacy Bridge
Iowa
$252K
MWM
681
Mission Wealth Management
California
$251K +$3.8K +29 +2%
KCM
682
Kennicott Capital Management
California
$251K -$502K -3,832 -67%
AWA
683
Arete Wealth Advisors
Illinois
$250K -$1.15M -8,764 -82%
BFO
684
Biltmore Family Office
North Carolina
$249K
WA
685
Wealthstream Advisors
New York
$248K
CSB
686
City State Bank
Iowa
$248K +$9.18K +70 +4%
FMTCOCP
687
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$247K +$134K +1,023 +118%
HSBC Holdings
688
HSBC Holdings
United Kingdom
$245K
FIC
689
Family Investment Center
Missouri
$243K +$1.05K +8 +0.4%
CA
690
CGN Advisors
Kansas
$242K +$242K +1,852 New
H
691
HoyleCohen
California
$242K +$242K +1,850 New
HGERS
692
Householder Group Estate & Retirement Specialist
Arizona
$241K +$241K +1,839 New
PL
693
Plancorp LLC
Missouri
$240K +$38.9K +297 +19%
BWM
694
Benchmark Wealth Management
Connecticut
$240K
VP
695
Verum Partners
North Carolina
$239K
MSAM
696
Moloney Securities Asset Management
Missouri
$239K +$6.55K +50 +3%
MA
697
MCF Advisors
Kentucky
$238K -$6.68K -51 -3%
NL
698
NWAM LLC
Washington
$236K -$323K -2,466 -58%
NCMW
699
Northern Capital Management (Washington)
Washington
$236K -$1.78M -13,624 -88%
VFA
700
Valeo Financial Advisors
Indiana
$232K +$232K +1,772 New