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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 %
CBT
851
Central Bank & Trust
Kentucky
$6.94K -$917 -7 -12%
BBPWM
852
Blue Bell Private Wealth Management
Pennsylvania
$6.55K
HPC
853
HM Payson & Co
Maine
$6.55K
IF
854
Integrity Financial
Wyoming
$6.55K
CSC
855
Caldwell Sutter Capital
California
$6.42K
SMA
856
Sage Mountain Advisors
Georgia
$6.42K +$4.58K +35 +250%
Fuller & Thaler Asset Management
857
Fuller & Thaler Asset Management
California
$6.27K +$4.96K +38 +380%
FCMT
858
Founders Capital Management (Texas)
Texas
$6.02K
TVWM
859
Tower View Wealth Management
Wisconsin
$6K
SS
860
Sunbelt Securities
Texas
$5.78K
TWD
861
True Wealth Design
Ohio
$5.76K +$5.76K +44 New
TFM
862
TFC Financial Management
Massachusetts
$4.7K
TAM
863
Townsend Asset Management
North Carolina
$4.58K
JMF
864
Johnson Midwest Financial
Iowa
$4.32K
GA
865
GoalVest Advisory
New York
$3.67K +$3.67K +28 New
JWM
866
Janiczek Wealth Management
Colorado
$3.54K
RIA
867
Realta Investment Advisors
Delaware
$3.46K
NC
868
NewSquare Capital
Pennsylvania
$3.41K
LWANC
869
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.14K
Simplex Trading
870
Simplex Trading
Illinois
$3K -$9.58K -83 -76%
SIS
871
Sound Income Strategies
Florida
$2.56K -$35.2K -275 -93%
TFG
872
Team Financial Group
California
$2.38K +$2.38K +18 New
M
873
MOTCO
Texas
$2.23K
PP
874
PFS Partners
New Jersey
$2.08K
CAS
875
Coppell Advisory Solutions
Texas
$2.03K +$2.03K +15 New