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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 99 funds opening new positions, 461 increasing their positions, 414 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

83% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 54

16% more funds holding in top 10

Funds holding in top 10: 5665 (+9)

11% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 414

2% more funds holding

Funds holding: 1,1951,215 (+20)

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
+20
Holders Change %
+1.67%
% 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
99
Increased
461
Reduced
414
Closed
54
Calls
$1.77M
Puts
$903K
Net Calls
+$866K
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
1076
BFSG LLC
California
$65.1K +$49.1K +263 +292%
RIL
1077
Rothschild Investment LLC
Illinois
$64.6K +$187 +1 +0.3%
TLFA
1078
True Link Financial Advisors
California
$61.2K +$62K +332 New
HAP
1079
Harbor Asset Planning
Massachusetts
$60.4K +$560 +3 +0.9%
SIC
1080
Salem Investment Counselors
North Carolina
$56K +$56.8K +304 New
ACA
1081
American Capital Advisory
Idaho
$55.3K
EF
1082
Entrust Financial
Pennsylvania
$53.8K +$5.04K +27 +10%
AWM
1083
Abound Wealth Management
Tennessee
$53.5K -$15.1K -81 -22%
FG
1084
Fairman Group
Pennsylvania
$52.3K +$187 +1 +0.4%
AIP
1085
Ameritas Investment Partners
Nebraska
$51.1K -$19.2K -103 -27%
PF
1086
PlanVest Financial
Maryland
$49.6K +$50.3K +269 New
BFS
1087
Beacon Financial Strategies
North Carolina
$47.5K
NRWA
1088
North Ridge Wealth Advisors
Oregon
$47.3K +$43.9K +235 +1,068%
A
1089
Allianz
Germany
$43.7K
CJ
1090
Caitlin John
Michigan
$41.8K +$187 +1 +0.4%
JHCP
1091
Jackson Hole Capital Partners
Oklahoma
$41.3K
HC
1092
Hurley Capital
New York
$41.2K +$187 +1 +0.4%
MAM
1093
Marquette Asset Management
Minnesota
$40.4K
WFA
1094
West Financial Advisors
Iowa
$40.2K
AF
1095
Align Financial
Minnesota
$40.2K -$7.18M -38,449 -99%
CFM
1096
Cornerstone Financial Management
Massachusetts
$40K
MCI
1097
MRP Capital Investments
Georgia
$39.6K +$40.2K +215 New
SS
1098
SBI Securities
Japan
$38.1K +$747 +4 +2%
HIC
1099
Hamrick Investment Counsel
Washington
$36.9K
TF
1100
Tompkins Financial
New York
$36.9K