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Vanguard Mid-Cap Value ETF

650 hedge funds and large institutions have $6.58B invested in Vanguard Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+93
Holders Change %
+16.7%
% of All Funds
11.53%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.66%
New
127
Increased
238
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
201
Park Avenue Securities
New York
$1.98M -$937K -7,873 -32%
SI
202
Stephens Inc
Arkansas
$1.98M +$696K +5,852 +54%
MW
203
Marcum Wealth
Ohio
$1.96M -$621K -5,220 -24%
AB
204
Atlas Brown
Kentucky
$1.91M -$16.9K -142 -0.9%
EF
205
Empirical Finance
Pennsylvania
$1.91M -$221K -1,857 -10%
MWM
206
Maltin Wealth Management
New Jersey
$1.88M -$97.9K -823 -5%
EA
207
Eclectic Associates
California
$1.84M +$1.84M +15,495 New
HMS
208
Hanseatic Management Services
New Mexico
$1.8M +$1.8M +15,098 New
SFP
209
Sterling Financial Planning
New Jersey
$1.77M +$1.77M +14,886 New
1WA
210
180 Wealth Advisors
Washington
$1.76M -$13.6K -110 -0.8%
VWM
211
Valley Wealth Managers
New Jersey
$1.75M +$556K +4,669 +46%
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$1.7M +$461K +3,872 +37%
SW
213
SkyOak Wealth
Michigan
$1.7M +$159K +1,338 +10%
HCP
214
Hexagon Capital Partners
Arkansas
$1.66M -$4.64K -39 -0.3%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$1.65M +$53.1K +434 +3%
Legacy Financial Group (Iowa)
216
Legacy Financial Group (Iowa)
Iowa
$1.65M +$1.65M +13,828 New
NW
217
NewEdge Wealth
Pennsylvania
$1.64M +$1.64M +13,769 New
BWA
218
BDO Wealth Advisors
Florida
$1.63M -$842K -7,079 -34%
PD
219
Planning Directions
Pennsylvania
$1.62M +$15.6K +131 +1%
KPWS
220
Kestra Private Wealth Services
Texas
$1.62M
VA
221
Valmark Advisers
Ohio
$1.61M +$1.61M +13,547 New
AOWM
222
Alpha Omega Wealth Management
Virginia
$1.56M +$37.8K +318 +2%
WAM
223
WNY Asset Management
New York
$1.56M +$1.56M +13,116 New
EFG
224
Everhart Financial Group
Ohio
$1.54M +$1.54M +12,909 New
CFAM
225
Center For Asset Management
Florida
$1.53M +$1.53M +12,835 New