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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 %
PAS
151
Park Avenue Securities
New York
$7.35M +$550K +3,795 +8%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$7.34M -$117K -807 -2%
TYCC
153
Texas Yale Capital Corp
Florida
$7.29M -$39.4K -272 -0.5%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$7.29M +$97.6K +673 +1%
LWM
155
Ledge Wealth Management
Minnesota
$7.24M +$42.6K +294 +0.6%
PWM
156
Provident Wealth Management
Tennessee
$7.18M +$97.4K +672 +1%
AF
157
Allworth Financial
California
$7.06M -$3.05M -21,004 -30%
SFI
158
SPC Financial Inc
Maryland
$6.95M -$1.42M -9,779 -17%
WIC
159
Whitegate Investment Counselors
New Hampshire
$6.94M +$26.4K +182 +0.4%
FPIS
160
Financial Planning & Information Services
Wisconsin
$6.9M -$625K -4,311 -8%
BWM
161
Brickley Wealth Management
California
$6.86M -$6.24K -43 -0.1%
FCI
162
Financial Counselors Inc
Kansas
$6.69M -$64.4K -444 -1%
OWM
163
Opes Wealth Management
California
$6.56M +$8.99K +62 +0.1%
CWM
164
Cranbrook Wealth Management
Michigan
$6.54M -$19.7K -136 -0.3%
ASN
165
Advisory Services Network
Georgia
$6.38M +$1.72M +11,859 +37%
SWA
166
SOA Wealth Advisors
New York
$6.36M -$315K -2,172 -5%
Corient Private Wealth
167
Corient Private Wealth
Florida
$6.3M +$2.32M +16,022 +58%
BSB
168
Bangor Savings Bank
Maine
$6.21M +$314K +2,165 +5%
PAI
169
Pittenger & Anderson Inc
Nebraska
$6.17M -$4.35K -30 -0.1%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$6.09M +$546K +5,899 +10%
SWIM
171
Smallwood Wealth Investment Management
New Jersey
$6.01M +$136K +937 +2%
ONB
172
Old National Bancorp
Indiana
$6M -$304K -2,093 -5%
TMWM
173
Taylor & Morgan Wealth Management
Michigan
$5.98M -$263K -1,812 -4%
AOWM
174
Alpha Omega Wealth Management
Virginia
$5.88M -$99.6K -687 -2%
RA
175
Ruggaard & Associates
Ohio
$5.85M +$662K +4,565 +13%