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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 %
SPIA
151
Steward Partners Investment Advisory
New York
$6.9M +$1.9M +12,698 +38%
WIC
152
Whitegate Investment Counselors
New Hampshire
$6.88M +$185K +1,239 +3%
DADC
153
D.A. Davidson & Co
Montana
$6.84M +$76.9K +514 +1%
IAIM
154
International Assets Investment Management
Florida
$6.73M +$6.73M +37,922 New
FGG
155
Financial Guidance Group
Florida
$6.67M +$6.67M +44,592 New
WFA
156
Wellspring Financial Advisors
Ohio
$6.63M -$136K -16,838 -2%
UB
157
UMB Bank
Missouri
$6.51M -$399K -2,668 -6%
WFM
158
Wolff Financial Management
Michigan
$6.46M -$9.28K -62 -0.1%
LWM
159
Ledge Wealth Management
Minnesota
$6.45M +$6.45M +43,115 New
PAI
160
Pittenger & Anderson Inc
Nebraska
$6.42M
SC
161
Sepio Capital
Utah
$6.38M
OWM
162
Opes Wealth Management
California
$6.36M +$97.7K +653 +2%
CAN
163
Cetera Advisor Networks
California
$6.35M -$422K -2,817 -6%
HA
164
HYA Advisors
Missouri
$6.01M +$255K +1,703 +4%
LB
165
Leo Brokerage
Texas
$5.83M +$5.83M +38,978 New
RFA
166
RTD Financial Advisors
Pennsylvania
$5.77M -$1.35K -9 -0%
EF
167
Empowered Funds
Pennsylvania
$5.6M +$5.6M +37,427 New
FCI
168
Financial Counselors Inc
Kansas
$5.57M +$1.76M +11,750 +46%
IFPL
169
Investments & Financial Planning LLC
Kentucky
$5.55M +$125K +838 +2%
SWIM
170
Smallwood Wealth Investment Management
New Jersey
$5.49M +$123K +820 +2%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$5.46M -$102K -681 -2%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$5.45M +$291K +1,942 +6%
WAM
173
Weinberger Asset Management
California
$5.41M -$321K -2,142 -6%
JFA
174
JNBA Financial Advisors
Minnesota
$5.38M -$639K -4,270 -11%
MCM
175
Manchester Capital Management
Vermont
$5.35M -$31.4K -210 -0.6%