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Vanguard Mid-Cap Value ETF

1,076 hedge funds and large institutions have $10.5B invested in Vanguard Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 420 increasing their positions, 352 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,076
Holders Change
-20
Holders Change %
-1.82%
% of All Funds
14.62%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.73%
New
74
Increased
420
Reduced
352
Closed
73
Calls
$6.79M
Puts
$450K
Net Calls
+$6.34M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Shares
Change %
BMWS
251
Brady Martz Wealth Solutions
North Dakota
$3.47M -$46.2K -288 -1%
HFRG
252
Houlihan Financial Resource Group
Virginia
$3.47M -$80.6K -502 -2%
LL
253
LPWM LLC
Minnesota
$3.43M -$4.66K -29 -0.1%
ASN
254
Advisory Services Network
Georgia
$3.38M -$3.44M -21,454 -50%
MOS
255
MGO One Seven
Ohio
$3.36M -$59.6K -371 -2%
SC
256
Savant Capital
Illinois
$3.35M -$455K -2,836 -12%
OC
257
Oppenheimer & Co
New York
$3.31M +$306K +1,907 +10%
VW
258
Veridan Wealth
Oregon
$3.3M +$170K +1,060 +5%
SHF
259
Stage Harbor Financial
Massachusetts
$3.29M
BJL
260
Brighton Jones LLC
Washington
$3.22M +$24.2K +151 +0.8%
MCA
261
MSH Capital Advisors
Arizona
$3.22M -$5.62K -35 -0.2%
SFO
262
Stokes Family Office
Louisiana
$3.18M +$40.1K +250 +1%
SFP
263
Sterling Financial Planning
New Jersey
$3.16M -$3.53K -22 -0.1%
WP
264
WealthShield Partners
North Carolina
$3.15M +$192K +1,196 +6%
ICMM
265
Integrated Capital Management (Michigan)
Michigan
$3.14M +$96.3K +600 +3%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$3.13M -$31.5K -196 -1%
ACA
267
Aptus Capital Advisors
Alabama
$3.1M +$34.7K +216 +1%
SPC
268
Sigma Planning Corp
Michigan
$3.05M +$74.3K +463 +2%
VNA
269
Valley National Advisers
Pennsylvania
$3.05M +$104K +646 +4%
GBT
270
Grove Bank & Trust
Florida
$3.03M +$429K +2,671 +17%
WLIM
271
White Lighthouse Investment Management
Massachusetts
$3.03M -$62.8K -391 -2%
PFG
272
Pinnacle Financial Group
Illinois
$2.95M +$225K +1,403 +8%
IAS
273
Insigneo Advisory Services
Florida
$2.92M
SCA
274
Stillwater Capital Advisors
Pennsylvania
$2.9M +$24.2K +151 +0.8%
AC
275
Avant Capital
Louisiana
$2.9M -$19.1K -119 -0.7%