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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 %
BIA
76
BHK Investment Advisors
Alabama
$17.4M -$5.25M -36,171 -23%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$17.4M -$400K -2,759 -2%
EI
78
Ellevest Inc
New York
$17.4M +$572K +3,946 +3%
IWC
79
Integrated Wealth Concepts
Massachusetts
$17.2M -$3.49M -24,042 -17%
KAS
80
Kestra Advisory Services
Texas
$17.2M +$380K +2,623 +2%
AI
81
Arvest Investments
Arkansas
$17.1M +$17.1M +117,937 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$16.5M -$5.39M -37,182 -25%
AW
83
Avion Wealth
Texas
$16.5M -$271K -1,868 -2%
SFG
84
Sage Financial Group
Pennsylvania
$15.7M -$169K -1,166 -1%
LNB
85
Ledyard National Bank
$15.6M -$109K -750 -0.7%
Prudential Financial
86
Prudential Financial
New Jersey
$15.4M -$1.51M -10,396 -9%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$14.9M -$383K -2,638 -3%
EK
88
Evensky & Katz
Florida
$14.7M +$11.9K +82 +0.1%
AMG
89
Asset Management Group
Connecticut
$13.9M -$121K -834 -0.9%
CFG
90
Clayton Financial Group
Missouri
$13.7M +$13.7M +94,654 New
OWA
91
Octavia Wealth Advisors
Ohio
$13.4M +$626K +4,319 +5%
SC
92
Sepio Capital
Utah
$13.1M +$3.34K +23 +0%
PPW
93
Presilium Private Wealth
Pennsylvania
$12.8M -$1.25M -8,646 -9%
APP
94
Avantax Planning Partners
Iowa
$12.6M +$185K +1,274 +1%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$12.6M -$1.36M -9,363 -10%
EDRIA
96
Edmonds Duncan Registered Investment Advisors
Kansas
$12M +$84.5K +583 +0.7%
SOWBOCOPL
97
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$11.8M
AWM
98
AE Wealth Management
Kansas
$11.8M -$1.1M -7,688 -9%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$11.8M -$5.02M -34,644 -30%
LFS
100
Lutz Financial Services
Nebraska
$11.7M +$1.64M +11,337 +16%