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Vanguard Mid-Cap Value ETF

871 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$12.4M +$11.6M +77,244 +1,440%
SWM
102
Southern Wealth Management
Texas
$12.3M +$847K +5,662 +7%
LI
103
LMCG Investments
Massachusetts
$12.2M +$12.2M +81,835 New
AA
104
Aire Advisors
California
$12M +$1.14M +7,600 +10%
WTA
105
Washington Trust Advisors
Massachusetts
$11.9M +$98.6K +659 +0.8%
EDRIA
106
Edmonds Duncan Registered Investment Advisors
Kansas
$11.4M +$118K +787 +1%
AMG
107
Asset Management Group
Connecticut
$11.1M +$511K +3,412 +5%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$11.1M +$676K +4,520 +7%
CB
109
Commerce Bank
Missouri
$10.9M +$995K +6,645 +10%
JFG
110
JMG Financial Group
Illinois
$10.7M +$5.14M +34,363 +92%
BF
111
BOK Financial
Oklahoma
$10.2M +$787K +5,258 +8%
MCM
112
MAI Capital Management
Ohio
$10M +$2.1M +14,062 +27%
AA
113
Alesco Advisors
New York
$10M +$270K +1,802 +3%
EC
114
Estate Counselors
Wisconsin
$9.99M +$9.99M +66,735 New
LFS
115
Lutz Financial Services
Nebraska
$9.81M +$303K +2,026 +3%
CWM
116
Cranbrook Wealth Management
Michigan
$9.67M -$98.2K -656 -1%
AW
117
Avion Wealth
Texas
$9.45M +$1.29M +8,596 +16%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$9.38M -$771K -5,149 -8%
DC
119
Davenport & Co
Virginia
$9.35M +$138K +923 +2%
BMCM
120
Bryn Mawr Capital Management
Pennsylvania
$9.27M +$670K +4,474 +8%
MMA
121
Miracle Mile Advisors
California
$9.24M +$142K +947 +2%
PAS
122
Park Avenue Securities
New York
$9.16M +$840K +5,614 +10%
PP
123
Prosperity Planning
Missouri
$8.89M
BSB
124
Bangor Savings Bank
Maine
$8.83M +$911K +6,086 +12%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$8.78M +$1.72M +11,468 +24%