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Vanguard Mid-Cap Value ETF

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
151
Scott Capital Advisors
Oregon
$5.55M +$71.2K +585 +1%
WAM
152
Weinberger Asset Management
California
$5.54M +$496K +4,073 +10%
LWM
153
Ledge Wealth Management
Minnesota
$5.52M -$184K -1,512 -3%
UB
154
UMB Bank
Missouri
$5.5M +$350K +2,874 +7%
ONB
155
Old National Bancorp
Indiana
$5.46M -$34.8K -286 -0.6%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$5.4M +$687K +5,644 +15%
PAS
157
Park Avenue Securities
New York
$5.39M -$620K -5,089 -10%
PMG
158
ProVise Management Group
Florida
$5.38M +$422K +3,465 +9%
TFCP
159
Twin Focus Capital Partners
Massachusetts
$5.34M -$334K -2,744 -6%
ATPW
160
Ashton Thomas Private Wealth
Arizona
$5.29M +$228K +1,871 +4%
WAM
161
WNY Asset Management
New York
$5.25M -$124K -1,018 -2%
PAI
162
Pittenger & Anderson Inc
Nebraska
$5.22M
SPIA
163
Steward Partners Investment Advisory
New York
$5.22M -$513K -4,209 -9%
OWM
164
Opes Wealth Management
California
$5.21M +$77.9K +640 +2%
WFM
165
Wolff Financial Management
Michigan
$5.21M +$4.99K +41 +0.1%
FCI
166
Financial Counselors Inc
Kansas
$5.09M +$408K +3,348 +9%
Goldman Sachs
167
Goldman Sachs
New York
$5.07M -$1.58M -12,946 -24%
OFP
168
OLIO Financial Planning
Virginia
$4.98M +$311K +2,551 +7%
FGG
169
Financial Guidance Group
Florida
$4.96M -$170K -1,400 -3%
FHA
170
First Horizon Advisors
Tennessee
$4.93M -$363K -2,982 -7%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$4.87M +$4.87M +40,000 New
SWIM
172
Smallwood Wealth Investment Management
New Jersey
$4.81M +$236K +1,935 +5%
SIA
173
Strategic Investment Advisors
Michigan
$4.74M +$876K +7,193 +23%
MFG
174
Merit Financial Group
Georgia
$4.68M -$5.4M -44,317 -54%
Citadel Advisors
175
Citadel Advisors
Florida
$4.58M +$4.58M +37,633 New