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Vanguard Mid-Cap Value ETF

141 hedge funds and large institutions have $1.16B invested in Vanguard Mid-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
4.1%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
29
Increased
64
Reduced
30
Closed
11
Calls
$1.18M
Puts
$351K
Net Calls
+$830K
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Shares
Change %
PWAG
126
Polaris Wealth Advisory Group
California
$151K -$163K -2,051 -52%
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$124K
NES
128
New England Securities
New York
$114K +$28K +349 +32%
Brown Advisory
129
Brown Advisory
Maryland
$95K +$11.9K +149 +14%
RFA
130
Reilly Financial Advisors
California
$67K
FWM
131
Focused Wealth Management
New York
$64K +$27K +337 +73%
US Bancorp
132
US Bancorp
Minnesota
$48K +$40.1K +506 +506%
EWM
133
Elite Wealth Management
Washington
$45K +$45K +565 New
DSC
134
Duncker Streett & Co
Missouri
$44K
FBT
135
Founders Bank & Trust
Michigan
$32K +$32K +424 New
CFA
136
Camarda Financial Advisors
Florida
$28K +$28K +346 New
TFO
137
Tarbox Family Office
California
$27K +$27K +342 New
LIA
138
LS Investment Advisors
Michigan
$21K
FA
139
Financial Advantage
Maryland
$15K +$15K +190 New
EWM
140
Evercore Wealth Management
New York
$5K
ACM
141
Antonetti Capital Management
Florida
$4K +$4K +47 New
M&T Bank
142
M&T Bank
New York
$3K
DS
143
DRW Securities
Illinois
-$3.65M -47,359 Closed
SI
144
SII Investments
Wisconsin
-$1.68M -21,972 Closed
Comerica Bank
145
Comerica Bank
Texas
-$1.24M -16,960 Closed
Schroder Investment Management Group
146
Schroder Investment Management Group
United Kingdom
-$873K -11,915 Closed
WTNA
147
Wilmington Trust National Association
Delaware
-$410K -5,599 Closed
CIC
148
Cornercap Investment Counsel
Georgia
-$300K -4,100 Closed
B
149
Baird
Wisconsin
-$228K -3,112 Closed
CCM
150
Covington Capital Management
California
-$203K -2,776 Closed