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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
MAM
51
Marotta Asset Management
Virginia
$40.2M -$1.2M -6,414 -3%
BEI
52
Benjamin Edwards Inc
Missouri
$38.5M +$1.69M +9,028 +5%
KL
53
KWMG LLC
Kansas
$38.2M +$671K +3,590 +2%
NA
54
NewEdge Advisors
Louisiana
$36.6M +$315K +1,686 +0.9%
SF
55
Summit Financial
New Jersey
$35.9M +$4.91M +26,289 +16%
SWM
56
Shakespeare Wealth Management
Wisconsin
$33.4M +$449K +2,405 +1%
BFA
57
Bragg Financial Advisors
North Carolina
$33M +$586K +3,137 +2%
William Blair & Company
58
William Blair & Company
Illinois
$32.7M +$6.98M +37,386 +27%
CCM
59
Condor Capital Management
New Jersey
$31.5M -$360K -1,926 -1%
FAT
60
First American Trust
California
$30.6M +$10.6M +56,677 +52%
KAS
61
Kestra Advisory Services
Texas
$30.3M +$3.21M +17,193 +12%
CSP
62
Cary Street Partners
Virginia
$29.6M +$483K +2,585 +1%
BPA
63
Beacon Pointe Advisors
California
$29.3M +$5.3M +28,389 +22%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$29.2M -$1.17M -6,271 -4%
AW
65
Avion Wealth
Texas
$29.1M -$941K -5,036 -3%
WF
66
WoodTrust Financial
Wisconsin
$28.5M -$3.49M -18,703 -11%
WSFS
67
Wilmington Savings Fund Society
Delaware
$28.4M -$4.35M -23,273 -13%
BIA
68
BHK Investment Advisors
Alabama
$28.2M -$879K -4,703 -3%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$27.5M -$18M -96,521 -39%
MFIM
70
Mesirow Financial Investment Management
Illinois
$27.3M +$9.58M +51,272 +53%
PPW
71
Presilium Private Wealth
Pennsylvania
$27.1M +$223K +1,191 +0.8%
DM
72
Diversified Management
Wisconsin
$26.9M -$21.9K -117 -0.1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$26.9M -$685K -3,665 -2%
P
74
&Partners
Tennessee
$26.1M +$2.91M +15,591 +12%
WIA
75
World Investment Advisors
California
$25M +$147K +785 +0.6%