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Vanguard Mid-Cap Value ETF

436 hedge funds and large institutions have $4.36B invested in Vanguard Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 180 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+12
Holders Change %
+2.83%
% of All Funds
10%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
41
Increased
180
Reduced
130
Closed
26
Calls
$2.1M
Puts
$1.12M
Net Calls
+$985K
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
51
Raymond James & Associates
Florida
$10.9M +$330K +2,984 +3%
FPIS
52
Financial Planning & Information Services
Wisconsin
$10.6M -$426K -3,858 -4%
SCA
53
Spearhead Capital Advisors
Florida
$10.6M +$316K +2,857 +3%
SWM
54
SVA Wealth Management
Wisconsin
$10.5M -$887K -8,029 -8%
BFA
55
Bragg Financial Advisors
North Carolina
$10.5M +$526K +4,766 +5%
BWM
56
Brickley Wealth Management
California
$10.4M -$408K -3,696 -4%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$10.3M +$711K +6,437 +7%
PCG
58
Private Capital Group
Connecticut
$10.3M +$633K +5,733 +7%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$10.1M -$6.12M -55,425 -38%
CWM
60
Cranbrook Wealth Management
Michigan
$9.92M -$220K -1,989 -2%
LNC
61
Lincoln National Corp
Pennsylvania
$9.91M -$517K -4,677 -5%
SP
62
Symmetry Partners
Connecticut
$9.88M +$248K +2,245 +3%
BIA
63
BHK Investment Advisors
Alabama
$9.8M +$51.9K +470 +0.5%
LNB
64
Ledyard National Bank
$9.72M +$19.6K +177 +0.2%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$9.7M -$569K -5,153 -6%
CWM
66
Cornerstone Wealth Management
Missouri
$9.34M +$9.26M +1,022,807 +10,713%
MA
67
MUFG Americas
New York
$9.22M +$128K +1,163 +1%
PI
68
PHH Investments
Texas
$8.63M -$24.5K -222 -0.3%
SWM
69
Shakespeare Wealth Management
Wisconsin
$8.56M +$264K +2,387 +3%
A
70
AdvicePeriod
California
$8.27M -$196K -1,778 -2%
KL
71
KWMG LLC
Kansas
$8.2M +$591K +5,350 +8%
SFG
72
SNS Financial Group
Minnesota
$7.81M +$354K +3,203 +5%
DC
73
Derby & Company
Massachusetts
$7.8M +$392K +3,549 +5%
WF
74
WoodTrust Financial
Wisconsin
$7.66M +$70.5K +638 +0.9%
SHCM
75
Stokes & Hubbell Capital Management
Louisiana
$7.28M +$1.49M +13,451 +26%