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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 %
EWA
201
EverSource Wealth Advisors
Alabama
$3.56M -$213K -1,750 -6%
FUBT
202
First United Bank & Trust
Maryland
$3.54M -$388K -3,190 -10%
TC
203
Tacita Capital
Ontario, Canada
$3.54M -$160K -1,315 -4%
TC
204
Tenret Company
Florida
$3.35M -$57.1K -469 -2%
HIA
205
Harbor Investment Advisory
Maryland
$3.34M +$20.7K +170 +0.6%
CSWM
206
Cassady Schiller Wealth Management
Ohio
$3.33M +$4.51K +37 +0.1%
FTS
207
Fifth Third Securities
Ohio
$3.32M +$359K +2,952 +12%
RC
208
Rovin Capital
Arizona
$3.31M -$1.83K -15 -0.1%
AWM
209
Accel Wealth Management
Iowa
$3.22M +$32.7K +253 +1%
IFS
210
Ifrah Financial Services
Arkansas
$3.21M +$17.7K +145 +0.6%
SFO
211
Stokes Family Office
Louisiana
$3.19M -$87.6K -719 -3%
SWM
212
Spire Wealth Management
Virginia
$3.16M -$11.9K -98 -0.4%
HFRG
213
Houlihan Financial Resource Group
Virginia
$3.14M +$3.14M +24,132 New
TCMP
214
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.05M +$55.3K +454 +2%
IAA
215
Ironsides Asset Advisors
North Carolina
$3.01M -$569K -4,520 -16%
EA
216
Eclectic Associates
California
$2.94M +$70.6K +580 +2%
CS
217
Comerica Securities
Michigan
$2.92M -$132K -1,086 -4%
MCA
218
MSH Capital Advisors
Arizona
$2.86M -$10.6K -87 -0.4%
TRCT
219
Tower Research Capital (TRC)
New York
$2.81M +$2.81M +23,076 New
NFG
220
Nations Financial Group
Iowa
$2.75M +$275K +2,257 +11%
WP
221
WealthShield Partners
North Carolina
$2.72M -$8.16K -67 -0.3%
VCP
222
Verus Capital Partners
Arizona
$2.71M +$247K +2,025 +10%
WLIM
223
White Lighthouse Investment Management
Massachusetts
$2.7M +$104K +855 +4%
SB
224
Simmons Bank
Arkansas
$2.69M -$91.3K -750 -3%
HA
225
HFG Advisors
Ohio
$2.6M +$83.9K +689 +3%