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Vanguard Mid-Cap Value ETF

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
76
Total Wealth Planning
Ohio
$13.4M +$822K +5,890 +7%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$13.1M -$2.07M -14,845 -14%
DC
78
Derby & Company
Massachusetts
$12.4M +$183K +1,312 +1%
EI
79
Ellevest Inc
New York
$12.2M +$927K +6,640 +8%
BPA
80
Beacon Pointe Advisors
California
$11.7M -$1.58M -11,346 -12%
SFG
81
SNS Financial Group
Minnesota
$11.4M +$200K +1,430 +2%
SWM
82
Southern Wealth Management
Texas
$11.3M -$120K -862 -1%
ML
83
McAdam LLC
Pennsylvania
$11.2M +$1.69M +12,119 +18%
AF
84
Allworth Financial
California
$10.9M +$2.01M +14,380 +23%
LIM
85
Leavell Investment Management
Alabama
$10.7M +$1.29M +9,256 +14%
EDRIA
86
Edmonds Duncan Registered Investment Advisors
Kansas
$10.3M +$470K +3,364 +5%
TM
87
Titan Managers
Arizona
$10.3M -$175K -1,256 -2%
AMG
88
Asset Management Group
Connecticut
$10.2M -$343K -2,455 -3%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$9.69M -$1.2M -8,580 -11%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$9.5M -$153K -1,099 -2%
CWM
91
Cranbrook Wealth Management
Michigan
$9.19M -$90.5K -648 -1%
LFS
92
Lutz Financial Services
Nebraska
$9.05M +$868K +6,214 +11%
AA
93
Alesco Advisors
New York
$9.05M -$107K -768 -1%
CPIG
94
Chicago Partners Investment Group
Illinois
$8.88M +$92.9K +620 +1%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$8.82M +$506K +3,622 +6%
WFA
96
Wellspring Financial Advisors
Ohio
$8.65M +$7.67M +458,326 +787%
AWM
97
AE Wealth Management
Kansas
$8.52M -$28.1K -201 -0.3%
MMA
98
Miracle Mile Advisors
California
$8.52M +$160K +1,146 +2%
HCMT
99
Highland Capital Management (Tennessee)
Tennessee
$8.43M -$155K -1,113 -2%
DC
100
Davenport & Co
Virginia
$8.29M +$536K +3,842 +7%