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Vanguard Mid-Cap Value ETF

650 hedge funds and large institutions have $6.58B invested in Vanguard Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+93
Holders Change %
+16.7%
% of All Funds
11.53%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.66%
New
127
Increased
238
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
AE Wealth Management
Kansas
$6.07M +$160K +1,349 +3%
FFG
102
Fullen Financial Group
Ohio
$6.05M -$77.4K -651 -1%
CI
103
CX Institutional
Indiana
$5.94M +$1.3M +10,911 +28%
Northern Trust
104
Northern Trust
Illinois
$5.84M +$1.19M +9,998 +26%
SS
105
Simplicity Solutions
Minnesota
$5.82M -$53.2K -447 -0.9%
DC
106
Davenport & Co
Virginia
$5.77M -$4.28K -36 -0.1%
QAM
107
Q3 Asset Management
Michigan
$5.56M +$5.56M +46,718 New
APA
108
American Portfolios Advisors
New York
$5.51M +$482K +4,055 +10%
FPIS
109
Financial Planning & Information Services
Wisconsin
$5.51M -$96.6K -812 -2%
WIC
110
Whitegate Investment Counselors
New Hampshire
$5.49M -$33.7K -283 -0.6%
BCA
111
Biltmore Capital Advisors
New Jersey
$5.4M -$2.71M -22,804 -33%
PMG
112
ProVise Management Group
Florida
$5.4M +$118K +988 +2%
WFM
113
Wolff Financial Management
Michigan
$5.32M -$168K -1,412 -3%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$5.3M -$379K -3,189 -7%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$5.06M +$2.44M +20,476 +93%
FHA
116
First Horizon Advisors
Tennessee
$4.92M -$213K -1,788 -4%
GB
117
Goepper Burkhardt
South Carolina
$4.86M +$4.86M +40,869 New
CSPAM
118
Cary Street Partners Asset Management
Virginia
$4.85M +$4.85M +77,057 New
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$4.79M -$721K -6,060 -13%
MFW
120
Mosaic Family Wealth
Missouri
$4.76M +$788K +6,623 +20%
PFA
121
Pure Financial Advisors
California
$4.7M -$420K -3,529 -8%
UB
122
UMB Bank
Missouri
$4.66M -$948K -7,972 -17%
PP
123
Prosperity Planning
Missouri
$4.63M +$4.63M +38,926 New
RWA
124
Redhawk Wealth Advisors
Minnesota
$4.61M +$2.77M +23,276 +150%
CB
125
Commerce Bank
Missouri
$4.49M -$101K -850 -2%