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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 %
B
701
Bailard
California
$231K +$231K +1,764 New
SW
702
SVB Wealth
Massachusetts
$227K -$155K -1,186 -41%
KeyBank National Association
703
KeyBank National Association
Ohio
$227K -$144K -1,103 -39%
WCAMG
704
Woodard & Company Asset Management Group
North Carolina
$227K -$8.9K -68 -4%
LSA
705
Lion Street Advisors
Texas
$227K +$916 +7 +0.4%
GL
706
Graypoint LLC
New York
$227K -$105K -802 -32%
BBHC
707
Brown Brothers Harriman & Co
New York
$226K
AL
708
Aspiriant LLC
California
$225K -$2.88K -22 -1%
IA
709
IFG Advisory
Georgia
$224K +$224K +1,709 New
BW
710
BIP Wealth
Georgia
$223K +$223K +1,701 New
VA
711
Valmark Advisers
Ohio
$220K -$33K -252 -13%
LC
712
Lindbrook Capital
California
$219K +$2.62K +20 +1%
LWMG
713
Levy Wealth Management Group
Pennsylvania
$217K +$3.54K +27 +2%
HPWM
714
High Pines Wealth Management
Massachusetts
$217K
CWP
715
Concord Wealth Partners
Virginia
$214K +$8.25K +63 +4%
AMR
716
Asset Management Resources
Massachusetts
$210K
VVP
717
Venture Visionary Partners
Ohio
$210K +$1.18K +9 +0.6%
RCA
718
Ranch Capital Advisors
Florida
$207K -$262 -2 -0.1%
CCA
719
Cravens & Co Advisors
Tennessee
$204K
CFD
720
Creative Financial Designs
Indiana
$203K -$20.6K -157 -9%
AHC
721
Anderson Hoagland & Co
Missouri
$202K
QWM
722
Quaker Wealth Management
New Jersey
$201K +$5.37K +41 +3%
PP
723
Patten & Patten
Tennessee
$201K
FMWA
724
Forvis Mazars Wealth Advisors
Missouri
$200K -$11.5K -88 -5%
Jane Street
725
Jane Street
New York
$200K -$2.21M -16,870 -92%