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Vanguard Mid-Cap Value ETF

1,205 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 98 funds opening new positions, 457 increasing their positions, 411 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
$903K
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$97.1M
3 -$51.4M
4
AssetMark Inc
AssetMark Inc
California
-$35.8M
5
Betterment LLC
Betterment LLC
New York
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Silverlake Wealth Management
Vermont
$654K
BBHC
627
Brown Brothers Harriman & Co
New York
$651K
BBPWM
628
Blue Bell Private Wealth Management
Pennsylvania
$651K
IWAL
629
Independent Wealth Advisors LLC
North Carolina
$650K
CCWM
630
Cassaday & Co Wealth Management
Virginia
$648K
EPM
631
Elm Partners Management
Pennsylvania
$645K
DWM
632
Dakota Wealth Management
Florida
$642K
BHWM
633
Beaird Harris Wealth Management
Texas
$642K
ICMM
634
Integrated Capital Management (Michigan)
Michigan
$641K
PMFA
635
Plante Moran Financial Advisors
Michigan
$638K
AFG
636
Atomi Financial Group
New York
$638K
SAM
637
SVRN Asset Management
Texas
$638K
ZBNA
638
Zions Bancorporation, National Association
Utah
$637K
ECM
639
Evergreen Capital Management
Washington
$637K
Koshinski Asset Management
640
Koshinski Asset Management
Illinois
$637K
SAM
641
S.A. Mason
Michigan
$635K
AGWCA
642
Annis Gardner Whiting Capital Advisors
Florida
$634K
CWM
643
Copia Wealth Management
Oregon
$634K
IA
644
Inspire Advisors
Idaho
$634K
LFA
645
Lauterbach Financial Advisors
Texas
$634K
TW
646
Traveka Wealth
California
$631K
DAM
647
Directional Asset Management
Illinois
$630K
EFL
648
ERn Financial LLC
Wisconsin
$629K
LCWP
649
Legacy Capital Wealth Partners
Arkansas
$629K
RFP
650
Root Financial Partners
California
$627K