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Vanguard Mid-Cap Value ETF

214 hedge funds and large institutions have $1.7B invested in Vanguard Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
5.71%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.45%
New
34
Increased
94
Reduced
55
Closed
13
Calls
$928K
Puts
$1.08M
Net Calls
-$147K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
101
Concorde Asset Management
Michigan
$1.23M +$5.7K +62 +0.5%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$1.17M -$185K -2,015 -14%
ZB
103
Zions Bancorporation
Utah
$1.14M +$1.14M +12,425 New
NPC
104
National Planning Corporation
California
$1.11M -$205K -2,230 -16%
RBC
105
Ronald Blue & Co
Georgia
$1.09M
BP
106
Ballentine Partners
Massachusetts
$986K
SFG
107
Sage Financial Group
Pennsylvania
$986K +$986K +10,733 New
ST
108
Smithfield Trust
Pennsylvania
$969K +$45.7K +497 +5%
KFA
109
Kays Financial Advisory
Georgia
$962K
Millennium Management
110
Millennium Management
New York
$947K -$26.7K -290 -3%
VFA
111
Voya Financial Advisors
Connecticut
$939K +$939K +10,187 New
NAMP
112
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$936K +$30.3K +330 +3%
MIH
113
Madison Investment Holdings
Wisconsin
$929K -$1.63M -17,761 -64%
CA
114
Cetera Advisors
Colorado
$900K -$168K -1,820 -16%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$889K +$24.7K +269 +3%
CCA
116
Checchi Capital Advisers
California
$879K +$76.9K +837 +10%
JFG
117
JMG Financial Group
Illinois
$866K +$57.5K +625 +7%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$859K +$75.8K +825 +10%
SPC
119
Sigma Planning Corp
Michigan
$833K +$615K +6,692 +283%
HCM
120
Howland Capital Management
Massachusetts
$829K
CAL
121
Capital Advisors Ltd
Ohio
$802K
KWMG
122
King Wealth Management Group
Florida
$791K -$74.8K -815 -9%
V
123
Veritable
Delaware
$787K
BBA
124
BLB&B Advisors
Pennsylvania
$786K
FA
125
FDx Advisors
Illinois
$755K +$13.9K +151 +2%