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Vanguard Mid-Cap Value ETF

1,077 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, 353 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79M
Puts
$450K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
601
Private Client Services
Kentucky
$537K
AMM
602
American Money Management
California
$536K
QFW
603
QTR Family Wealth
Florida
$534K
RWM
604
Rialto Wealth Management
New York
$532K
MWM
605
MorganRosel Wealth Management
Colorado
$532K
ONSWM
606
Old North State Wealth Management
North Carolina
$531K
FC
607
Fairscale Capital
New Hampshire
$526K
BHWM
608
Beaird Harris Wealth Management
Texas
$520K
AFP
609
Ausdal Financial Partners
Iowa
$518K
OWA
610
Octavia Wealth Advisors
Ohio
$517K
KeyBank National Association
611
KeyBank National Association
Ohio
$514K
PIA
612
Pinion Investment Advisors
Kansas
$511K
GCM
613
G2 Capital Management
Ohio
$511K
GS
614
GWN Securities
Florida
$509K
RIM
615
Rockbridge Investment Management
New York
$508K
AWM
616
Aviso Wealth Management
Washington
$502K
DAS
617
Diversify Advisory Services
Utah
$498K
AA
618
Argent Advisors
Louisiana
$498K
NWAG
619
Net Worth Advisory Group
Utah
$497K
CWP
620
Curated Wealth Partners
California
$494K
RA
621
RFG Advisory
Alabama
$494K
IA
622
Inspire Advisors
Idaho
$493K
CHJWM
623
Carlton Hofferkamp & Jenks Wealth Management
Texas
$491K
BFA
624
Beacon Financial Advisory
Ohio
$487K
FCP
625
Fidelis Capital Partners
Florida
$487K