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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 %
MFIM
101
Mesirow Financial Investment Management
Illinois
$11.5M +$11.5M +79,152 New
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$11.4M -$3.2M -22,049 -22%
WANY
103
Wealthspire Advisors (New York)
New York
$11.2M -$541K -3,728 -5%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$11.2M -$716K -4,938 -6%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$11M -$106K -731 -1%
PMG
106
ProVise Management Group
Florida
$11M +$118K +812 +1%
PP
107
Prosperity Planning
Missouri
$10.9M +$492K +3,395 +5%
LI
108
LMCG Investments
Massachusetts
$10.4M -$43.2K -298 -0.4%
CPIG
109
Chicago Partners Investment Group
Illinois
$10.4M +$294K +2,073 +3%
AFS
110
Annapolis Financial Services
Maryland
$10.2M +$1.24M +8,570 +14%
CSPAM
111
Cary Street Partners Asset Management
Virginia
$10.2M +$560K +5,167 +6%
ES
112
Eagle Strategies
New York
$10.2M -$31.6K -218 -0.3%
DC
113
Davenport & Co
Virginia
$10M +$6.82K +47 +0.1%
LIM
114
Leavell Investment Management
Alabama
$9.87M -$2.07M -14,281 -17%
OFP
115
OLIO Financial Planning
Virginia
$9.82M +$579K +3,979 +6%
CWAG
116
Compton Wealth Advisory Group
Virginia
$9.82M +$1.57M +10,826 +19%
CCA
117
Checchi Capital Advisers
California
$9.81M +$7.23M +49,887 +281%
GWM
118
Geneos Wealth Management
Colorado
$9.81M -$164K -1,134 -2%
DWA
119
Dougherty Wealth Advisers
Minnesota
$9.75M +$608K +4,195 +7%
VWA
120
Visionary Wealth Advisors
Illinois
$9.5M -$690K -4,758 -7%
CAP
121
Columbia Advisory Partners
Washington
$9.45M -$390K -2,691 -4%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$9.29M +$16.5K +114 +0.2%
SCA
123
Scott Capital Advisors
Oregon
$8.76M -$9.43K -65 -0.1%
JFG
124
JMG Financial Group
Illinois
$8.73M -$166K -1,145 -2%
DADC
125
D.A. Davidson & Co
Montana
$8.65M +$60.8K +419 +0.7%