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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
CTA
876
Colonial Trust Advisors
South Carolina
$197K
ATC
877
Advantage Trust Company
Kansas
$197K
NRC
878
New Republic Capital
North Carolina
$194K
PCFFS
879
Pacific Center for Financial Services
California
$194K
SIM
880
Synergy Investment Management
Florida
$194K
WFA
881
Wells Financial Advisors
Massachusetts
$193K
BLC
882
Brown, Lisle/Cummings
Rhode Island
$190K
S
883
Sachetta
Massachusetts
$189K
AWM
884
Atticus Wealth Management
Florida
$189K
AC
885
AlphaCore Capital
California
$187K
MA
886
Montag & Associates
Georgia
$181K
Allspring Global Investments
887
Allspring Global Investments
North Carolina
$178K
1NWS
888
1 North Wealth Services
Maryland
$174K
JGIA
889
Jackson Grant Investment Advisers
Connecticut
$172K
BCMLT
890
Beacon Capital Management LLC (Tennessee)
Tennessee
$168K
BCWM
891
Bartlett & Co Wealth Management
Ohio
$168K
HPC
892
HM Payson & Co
Maine
$163K
LFG
893
Larson Financial Group
Missouri
$163K
FPB
894
First PREMIER Bank
South Dakota
$157K
FP
895
Financial Perspectives
Minnesota
$153K
CWM
896
Centricity Wealth Management
Ohio
$149K
GWS
897
Greykasell Wealth Strategies
California
$148K
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
$147K
PWMG
899
Private Wealth Management Group
New Jersey
$132K
AAG
900
Armstrong Advisory Group
Massachusetts
$129K