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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
SFC
26
SYM Financial Corp
Indiana
$105M +$1.51M +8,074 +1%
WA
27
Waverly Advisors
Alabama
$97.7M -$2.34M -12,550 -2%
AWM
28
Avior Wealth Management
Nebraska
$97.3M -$2.35M -12,601 -2%
US Bancorp
29
US Bancorp
Minnesota
$93.2M +$2.75M +14,694 +3%
Creative Planning
30
Creative Planning
Kansas
$79.9M -$123K -657 -0.2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$78.2M +$1.16M +6,196 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$74M -$4.98M -26,635 -6%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$73.6M -$21.5M -114,889 -22%
JP Morgan Chase
34
JP Morgan Chase
New York
$69.7M +$294K +1,574 +0.4%
RA
35
Rodgers & Associates
Pennsylvania
$69M -$1.02M -5,437 -1%
ML
36
McAdam LLC
Pennsylvania
$65.2M +$1.26M +6,718 +2%
Truist Financial
37
Truist Financial
North Carolina
$63M -$8.34M -44,626 -12%
HighTower Advisors
38
HighTower Advisors
Illinois
$60.2M -$433K -2,320 -0.7%
KF
39
Krilogy Financial
Missouri
$57.1M +$373K +1,996 +0.7%
BM
40
Berman McAleer
Maryland
$56.4M +$1.06M +5,680 +2%
PAG
41
Private Advisor Group
New Jersey
$54.5M +$246K +1,319 +0.4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$53.6M +$3.47M +18,571 +7%
Corient Private Wealth
43
Corient Private Wealth
Florida
$50.6M -$51.4M -275,376 -50%
CBU
44
CIBC Bancorp USA
Illinois
$50.4M +$51.4M +274,908 New
IWA
45
Inspirion Wealth Advisors
Illinois
$48.9M -$936K -5,009 -2%
EH
46
Equitable Holdings
New York
$48.8M +$3.26M +17,448 +7%
TC
47
Trust Company
Kansas
$48.1M +$353K +1,889 +0.7%
MML Investors Services
48
MML Investors Services
Massachusetts
$44.5M -$148K -790 -0.3%
HIP
49
HUB Investment Partners
Texas
$43.5M +$28.6M +153,115 +185%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$42.7M -$1.5M -8,027 -3%