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Vanguard Mid-Cap Value ETF

966 hedge funds and large institutions have $10.7B invested in Vanguard Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 338 increasing their positions, 328 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+80
Holders Change %
+9.03%
% of All Funds
14.16%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.89%
New
136
Increased
338
Reduced
328
Closed
48
Calls
$4.54M
Puts
$2.36M
Net Calls
+$2.18M
Net Calls Change
-$5.65M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$28.8M -$1.48M -10,207 -5%
SF
52
Summit Financial
New Jersey
$28.8M +$272K +1,878 +1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$26.2M +$2.94M +20,251 +13%
KL
54
KWMG LLC
Kansas
$26.1M +$205K +1,417 +0.8%
HighTower Advisors
55
HighTower Advisors
Illinois
$26M +$7.57M +52,223 +41%
SP
56
Symmetry Partners
Connecticut
$24.8M -$117K -806 -0.5%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$24.4M -$50.5K -348 -0.2%
EWA
58
ERTS Wealth Advisors
Michigan
$24M +$622K +4,287 +3%
BFA
59
Bragg Financial Advisors
North Carolina
$24M +$742K +5,115 +3%
BPA
60
Beacon Pointe Advisors
California
$23M +$3.76M +25,912 +20%
TWP
61
Total Wealth Planning
Ohio
$21.9M +$1.23M +8,479 +6%
WF
62
WoodTrust Financial
Wisconsin
$21.8M +$1.42M +9,822 +7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$21.7M -$18.3M -125,582 -46%
BWL
64
Bogart Wealth LLC
Virginia
$20.9M +$356K +2,453 +2%
NA
65
NewEdge Advisors
Louisiana
$20.4M +$878K +6,091 +4%
CAN
66
Cetera Advisor Networks
California
$20.2M -$263K -1,815 -1%
William Blair & Company
67
William Blair & Company
Illinois
$20M +$37.8K +261 +0.2%
CA
68
Capital Advantage
California
$19.6M -$577K -3,979 -3%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$19.6M +$382K +2,636 +2%
SWM
70
Shakespeare Wealth Management
Wisconsin
$19.6M +$761K +5,249 +4%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$19.3M -$19.4M -133,771 -50%
PWM
72
Praetorian Wealth Management
California
$19.2M -$3.14M -21,650 -14%
SI
73
Stephens Inc
Arkansas
$18.3M -$2.72M -18,736 -13%
SFG
74
SNS Financial Group
Minnesota
$17.7M +$37K +255 +0.2%
AA
75
Aire Advisors
California
$17.5M -$525K -3,617 -3%