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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$13.2M
CPIG
102
Chicago Partners Investment Group
Illinois
$13.1M
SIA
103
Strategic Investment Advisors
Michigan
$13M
GVAG
104
Great Valley Advisor Group
Delaware
$12.7M
P
105
&Partners
Tennessee
$12.6M
DWA
106
Dougherty Wealth Advisers
Minnesota
$12.5M
DC
107
Davenport & Co
Virginia
$12.3M
BMCM
108
Bryn Mawr Capital Management
Pennsylvania
$11.6M
LFS
109
Lutz Financial Services
Nebraska
$11.5M
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$10.5M
ACA
111
Atlas Capital Advisors
Wyoming
$10.4M
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$10.3M
ES
113
Eagle Strategies
New York
$10.3M
IHWM
114
Iron Horse Wealth Management
Iowa
$10.3M
KPWS
115
Kestra Private Wealth Services
Texas
$10.2M
PAS
116
Park Avenue Securities
New York
$10.2M
BF
117
BOK Financial
Oklahoma
$10.1M
PWM
118
Provident Wealth Management
Tennessee
$10.1M
OWM
119
Opes Wealth Management
California
$9.79M
LIM
120
Leavell Investment Management
Alabama
$9.69M
JFG
121
JMG Financial Group
Illinois
$9.68M
SCA
122
Scott Capital Advisors
Oregon
$9.63M
WANY
123
Wealthspire Advisors (New York)
New York
$9.56M
CB
124
Commerce Bank
Missouri
$9.39M
EWM
125
Empirical Wealth Management
Washington
$9.26M