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Vanguard Mid-Cap Value ETF

1,215 hedge funds and large institutions have $13.4B invested in Vanguard Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 461 increasing their positions, 413 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $903K

85% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 54

16% more funds holding in top 10

Funds holding in top 10: 5665 (+9)

12% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 413

2% more funds holding

Funds holding: 1,1941,215 (+21)

4% more capital invested

Capital invested by funds: $12.9B → $13.4B (+$537M)

1.75% less ownership

Funds ownership: 66.06%64.31% (-1.7%)

Holders
1,215
Holders Change
+21
Holders Change %
+1.76%
% of All Funds
14.97%
Holding in Top 10
65
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.07%
% of All Funds
0.8%
New
100
Increased
461
Reduced
413
Closed
54
Calls
$1.77M
Puts
$903K
Net Calls
+$866K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$877M +$1.47M +7,853 +0.2%
AssetMark Inc
2
AssetMark Inc
California
$799M -$35.8M -191,395 -4%
EWA
3
EP Wealth Advisors
California
$763M +$43.7M +233,942 +6%
Betterment LLC
4
Betterment LLC
New York
$690M -$34.1M -182,729 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$571M +$94.5M +505,987 +19%
Bank of America
6
Bank of America
North Carolina
$561M -$14.3M -76,649 -2%
Wells Fargo
7
Wells Fargo
California
$495M -$3.04M -16,297 -0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$446M -$23.8M -127,511 -5%
TCIIS
9
TIAA-CREF Individual & Institutional Services
New York
$300M +$304M +1,626,649 New
UBS Group
10
UBS Group
Switzerland
$270M +$13.7M +73,158 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$269M -$1.35M -7,211 -0.5%
SGAM
12
Stephens Group Asset Management
Arkansas
$225M +$21.9M +117,119 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$222M +$13.2M +70,649 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$204M +$13.1M +70,333 +7%
LPL Financial
15
LPL Financial
California
$202M +$3.49M +18,692 +2%
MGIA
16
Moneta Group Investment Advisors
Missouri
$201M +$12.5M +67,163 +7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$193M +$12.4M +66,380 +7%
OWM
18
Orgel Wealth Management
Wisconsin
$166M +$9.69M +51,890 +6%
Ameriprise
19
Ameriprise
Minnesota
$163M -$20.3M -108,674 -11%
Raymond James Financial
20
Raymond James Financial
Florida
$133M -$13.2M -70,591 -9%
Stifel Financial
21
Stifel Financial
Missouri
$130M -$922K -4,935 -0.7%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$126M +$1.24M +6,650 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$122M +$47.4M +253,910 +63%
VIA
24
Vantagepoint Investment Advisers
District of Columbia
$113M -$2.1M -11,219 -2%
Mariner
25
Mariner
Kansas
$111M -$3.34M -17,857 -3%