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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
EWA
51
ERTS Wealth Advisors
Michigan
$28.3M
WF
52
WoodTrust Financial
Wisconsin
$28.3M
BFA
53
Bragg Financial Advisors
North Carolina
$26.6M
SWM
54
Shakespeare Wealth Management
Wisconsin
$26.5M
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$26.5M
TWP
56
Total Wealth Planning
Ohio
$26.3M
NA
57
NewEdge Advisors
Louisiana
$25.2M
WSFS
58
Wilmington Savings Fund Society
Delaware
$24.3M
FWP
59
Falcon Wealth Planning
California
$23.6M
AW
60
Avion Wealth
Texas
$22.8M
MFIM
61
Mesirow Financial Investment Management
Illinois
$22.7M
BIA
62
BHK Investment Advisors
Alabama
$22.6M
GSF
63
Grove Street Fiduciary
New Hampshire
$22.4M
KAS
64
Kestra Advisory Services
Texas
$22.3M
CSP
65
Cary Street Partners
Virginia
$22M
BPA
66
Beacon Pointe Advisors
California
$21.9M
PWM
67
Praetorian Wealth Management
California
$21.8M
GWM
68
Geneos Wealth Management
Colorado
$21.7M
William Blair & Company
69
William Blair & Company
Illinois
$20.9M
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$20.8M
WIA
71
World Investment Advisors
California
$20.7M
PPW
72
Presilium Private Wealth
Pennsylvania
$20.3M
SC
73
Sepio Capital
Utah
$20.1M
AA
74
Aire Advisors
California
$20M
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$19.8M