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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 %
HWM
176
HB Wealth Management
Georgia
$5.31M +$1.8M +12,037 +51%
FAIM
177
Financial Advocates Investment Management
Washington
$5.3M +$602K +4,023 +13%
FWP
178
FAS Wealth Partners
Kansas
$5.26M -$225K -1,501 -4%
FUBT
179
First United Bank & Trust
Maryland
$5.23M -$227K -1,514 -4%
PBF
180
Petix & Botte Financial
California
$5.15M +$2.64M +17,661 +106%
FHA
181
First Horizon Advisors
Tennessee
$5.14M -$378K -2,527 -7%
NC
182
NovaPoint Capital
Georgia
$5.12M -$489K -3,270 -9%
BI
183
Berkeley Inc
Idaho
$5.12M +$295K +1,971 +6%
SPC
184
Sigma Planning Corp
Michigan
$5.05M +$47.3K +316 +0.9%
HGWM
185
Harvest Group Wealth Management
Massachusetts
$5.03M +$5.03M +33,620 New
AAP
186
Arax Advisory Partners
Colorado
$5.01M -$481K -3,214 -9%
RIA
187
Regal Investment Advisors
Michigan
$4.93M +$36.2K +242 +0.7%
PFA
188
Pure Financial Advisors
California
$4.9M -$345K -2,307 -7%
EWA
189
EverSource Wealth Advisors
Alabama
$4.88M -$95.2K -636 -2%
SCM
190
SOL Capital Management
Maryland
$4.86M +$109K +725 +2%
TWA
191
Tillar-Wenstrup Advisors
Ohio
$4.83M +$4.83M +32,252 New
IHWM
192
Iron Horse Wealth Management
Iowa
$4.78M +$285K +1,906 +6%
OFP
193
OLIO Financial Planning
Virginia
$4.72M +$638K +4,261 +16%
SWA
194
SOA Wealth Advisors
New York
$4.71M +$192K +1,286 +4%
TC
195
Tacita Capital
Ontario, Canada
$4.67M +$63.6K +425 +1%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$4.65M +$4.65M +30,996 New
ZC
197
Zeit Capital
Colorado
$4.6M -$137K -915 -3%
PMG
198
ProVise Management Group
Florida
$4.6M +$580K +3,874 +14%
SIA
199
Strategic Investment Advisors
Michigan
$4.59M +$88.8K +593 +2%
APA
200
American Portfolios Advisors
New York
$4.57M -$3.42M -22,855 -43%