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Vanguard Mid-Cap Value ETF

1,205 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 98 funds opening new positions, 457 increasing their positions, 411 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
$903K
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$97.1M
3 -$51.4M
4
AssetMark Inc
AssetMark Inc
California
-$35.8M
5
Betterment LLC
Betterment LLC
New York
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
101
Compton Wealth Advisory Group
Virginia
$16.3M
DC
102
Davenport & Co
Virginia
$16.1M
CFG
103
Clayton Financial Group
Missouri
$15.8M
KPWS
104
Kestra Private Wealth Services
Texas
$15.3M
EK
105
Evensky & Katz
Florida
$15.3M
Brown Advisory
106
Brown Advisory
Maryland
$15.2M
FHC
107
First Horizon Corporation
Tennessee
$15.2M
SWA
108
SOA Wealth Advisors
New York
$14.8M
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$14.8M
LI
110
LMCG Investments
Massachusetts
$14.7M
SA
111
Sanctuary Advisors
Indiana
$14.6M
ABC
112
Associated Banc-Corp
Wisconsin
$14.5M
EWA
113
ERTS Wealth Advisors
Michigan
$14.2M
MWM
114
Modera Wealth Management
New Jersey
$14.2M
PCM
115
Payne Capital Management
New York
$14M
GSWM
116
Greenup Street Wealth Management
Michigan
$13.5M
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$13.4M
RFA
118
RTD Financial Advisors
Pennsylvania
$13.2M
PS
119
Principal Securities
Iowa
$13.2M
BF
120
BOK Financial
Oklahoma
$13.2M
AC
121
Apella Capital
Connecticut
$13.1M
SCP
122
Stevens Capital Partners
Nebraska
$13.1M
EWM
123
Empirical Wealth Management
Washington
$13M
OWM
124
Opes Wealth Management
California
$12.8M
ES
125
Eagle Strategies
New York
$12.7M