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Vanguard Mid-Cap Value ETF

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
LNB
76
Ledyard National Bank
$13.2M +$333K +2,736 +3%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$13.2M +$2.52M +20,690 +24%
EK
78
Evensky & Katz
Florida
$13M -$339K -2,788 -3%
AA
79
Aire Advisors
California
$12.8M +$1.45M +11,869 +13%
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$12.8M -$25K -205 -0.2%
LIM
81
Leavell Investment Management
Alabama
$12.5M +$580K +4,766 +5%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$12.5M +$2.39M +19,616 +24%
NA
83
NewEdge Advisors
Louisiana
$12.4M +$727K +5,974 +6%
SFG
84
Sage Financial Group
Pennsylvania
$12.4M +$91.9K +755 +0.7%
CAP
85
Columbia Advisory Partners
Washington
$12.4M +$146K +1,201 +1%
EI
86
Ellevest Inc
New York
$12.3M +$408K +3,351 +3%
AA
87
ALPS Advisors
Colorado
$12.2M -$60.9K -500 -0.5%
RWG
88
Ratio Wealth Group
Colorado
$12.1M +$318K +2,612 +3%
EWP
89
Engrave Wealth Partners
Texas
$11.7M -$84.8K -696 -0.7%
BCM
90
Brookstone Capital Management
Illinois
$10.8M -$301K -2,459 -3%
AMG
91
Asset Management Group
Connecticut
$10.8M +$871K +7,153 +9%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$10.7M -$137K -1,122 -1%
CAN
93
Cetera Advisor Networks
California
$10.6M +$1.16M +9,489 +12%
AWM
94
AE Wealth Management
Kansas
$10.5M -$12.2M -99,794 -54%
FC
95
Forte Capital
New York
$10.4M -$174K -1,430 -2%
PCFFS
96
Pacific Center for Financial Services
California
$10.4M -$127K -1,039 -1%
SWM
97
Southern Wealth Management
Texas
$10.3M -$566K -4,226 -5%
AW
98
Avion Wealth
Texas
$10.2M +$1.17M +9,568 +13%
APP
99
Avantax Planning Partners
Iowa
$10.1M -$1.29M -10,632 -11%
WTA
100
Washington Trust Advisors
Massachusetts
$10.1M +$122K +999 +1%