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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 %
HDIM
776
Hanson & Doremus Investment Management
Vermont
$54K
WPA
777
West Paces Advisors
Georgia
$52.4K
TSWM
778
Tyler-Stone Wealth Management
Ohio
$50K
CWC
779
Carolinas Wealth Consulting
North Carolina
$48.6K
RWPA
780
Richard W. Paul & Associates
Michigan
$47.4K
SC
781
Stephens Consulting
Michigan
$45.2K
MCA
782
Maryland Capital Advisors
Maryland
$43.9K
CIA
783
Cape Investment Advisory
Georgia
$43K
AWA
784
Alaska Wealth Advisors
Alaska
$41.6K
BCWM
785
Bartlett & Co Wealth Management
Ohio
$40.2K +$26.2K +200 +187%
BC
786
Bartlett & Co
Ohio
$40K +$26.1K +200 +187%
OIA
787
Optimum Investment Advisors
Illinois
$39.3K
VAG
788
VisionPoint Advisory Group
Texas
$38.7K +$38.7K +296 New
GWSG
789
GPS Wealth Strategies Group
Colorado
$37.6K +$131 +1 +0.3%
CAL
790
Capital Analysts LLC
Pennsylvania
$36K
WT
791
Washington Trust
Rhode Island
$33.4K
HT
792
Headlands Technologies
Illinois
$32.7K +$32.7K +250 New
BTI
793
Blue Trust Inc
Georgia
$32K -$272K -1,995 -89%
NCM
794
Northwest Capital Management
Oregon
$31K
JHCP
795
Jackson Hole Capital Partners
Oklahoma
$29.3K
MAM
796
Marquette Asset Management
Minnesota
$28.7K
WFA
797
West Financial Advisors
Iowa
$28.7K
PWMG
798
Prestige Wealth Management Group
New Jersey
$27.5K +$7.2K +55 +35%
PCMC
799
Private Capital Management (Colorado)
Colorado
$27.1K +$9.69K +74 +56%
RPCA
800
Running Point Capital Advisors
California
$26.3K