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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
LSA
801
Lion Street Advisors
Texas
$262K
PCM
802
Prospera Capital Management
Arizona
$262K
RWM
803
Revisor Wealth Management
Ohio
$261K
CFP
804
Comprehensive Financial Planning
Pennsylvania
$259K
FAIM
805
Financial Advocates Investment Management
Washington
$259K
CCA
806
Clarity Capital Advisors
Florida
$258K
FFL
807
Financial Freedom LLC
Ohio
$257K
FWMP
808
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$256K
BPFA
809
Barnes Pettey Financial Advisors
Mississippi
$255K
SAM
810
Silvercrest Asset Management
New York
$252K
SAW
811
Signal Advisors Wealth
Michigan
$252K
WE
812
Wealth Effects
Massachusetts
$252K
SWRP
813
Summit Wealth & Retirement Planning
California
$252K
SIMG
814
Sonora Investment Management Group
Arizona
$251K
KCM
815
Kornitzer Capital Management
Kansas
$250K
CAM
816
Clark Asset Management
New Hampshire
$249K
RC
817
Roundview Capital
New Jersey
$249K
CA
818
Clune & Associates
Illinois
$248K
MPAM
819
Murphy Pohlad Asset Management
Minnesota
$248K
CWP
820
Concord Wealth Partners
Virginia
$246K
IA
821
IFG Advisory
Georgia
$242K
CT
822
Caldwell Trust
Florida
$241K
Jane Street
823
Jane Street
New York
$241K
IWM
824
Integris Wealth Management
California
$241K
PP
825
Patten & Patten
Tennessee
$240K