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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 %
OWA
126
Octavia Wealth Advisors
Ohio
$8.76M +$733K +4,895 +9%
HCMT
127
Highland Capital Management (Tennessee)
Tennessee
$8.75M -$305K -2,036 -3%
DWA
128
Dougherty Wealth Advisers
Minnesota
$8.72M +$300K +2,004 +4%
CPIG
129
Chicago Partners Investment Group
Illinois
$8.44M -$148K -1,072 -2%
CI
130
CX Institutional
Indiana
$8.42M +$53.9K +360 +0.6%
FFG
131
Fullen Financial Group
Ohio
$8.41M +$116K +778 +1%
QAM
132
Q3 Asset Management
Michigan
$8.26M +$8.26M +55,195 New
GB
133
Goepper Burkhardt
South Carolina
$8.23M +$508K +3,395 +7%
ONB
134
Old National Bancorp
Indiana
$8.22M +$134K +895 +2%
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$8.22M +$187K +1,247 +2%
TYCC
136
Texas Yale Capital Corp
Florida
$8.12M +$22.6K +151 +0.3%
APP
137
Avantax Planning Partners
Iowa
$8.1M +$348K +2,325 +4%
EWA
138
Exencial Wealth Advisors
Oklahoma
$7.85M -$66.9K -447 -0.8%
AFS
139
Annapolis Financial Services
Maryland
$7.67M -$217K -1,448 -3%
MFG
140
Merit Financial Group
Georgia
$7.55M +$7.11M +47,471 +1,601%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$7.48M +$462K +3,088 +7%
Northern Trust
142
Northern Trust
Illinois
$7.36M -$98.5K -658 -1%
BWM
143
Brickley Wealth Management
California
$7.24M -$64.1K -428 -0.9%
TMWM
144
Taylor & Morgan Wealth Management
Michigan
$7.15M +$525K +3,506 +8%
CSPAM
145
Cary Street Partners Asset Management
Virginia
$7.14M +$544K +3,637 +8%
CWAG
146
Compton Wealth Advisory Group
Virginia
$7.11M +$422K +2,818 +6%
PWM
147
Provident Wealth Management
Tennessee
$7.11M +$839K +5,603 +13%
TFCP
148
Twin Focus Capital Partners
Massachusetts
$7.02M +$1.61M +10,763 +30%
ACA
149
Atlas Capital Advisors
Wyoming
$7M +$471K +3,150 +7%
FPIS
150
Financial Planning & Information Services
Wisconsin
$6.97M +$510K +3,405 +8%