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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
RSWM
176
Robertson Stephens Wealth Management
California
$5.64M
AAS
177
Avantax Advisory Services
Texas
$5.5M
FWP
178
FAS Wealth Partners
Kansas
$5.38M
ABC
179
Associated Banc-Corp
Wisconsin
$5.34M
TC
180
Tenret Company
Florida
$5.33M
HI
181
Harbour Investments
Wisconsin
$5.31M
TMWM
182
Taylor & Morgan Wealth Management
Michigan
$5.29M
KWMG
183
King Wealth Management Group
Florida
$5.29M
MFG
184
Merit Financial Group
Georgia
$5.21M
HIA
185
Harbor Investment Advisory
Maryland
$5.2M
PFA
186
Pure Financial Advisors
California
$5.2M
SC
187
Swan Capital
Florida
$5.19M
HA
188
HFG Advisors
Ohio
$5.18M
BF
189
Baring Financial
Washington
$5.16M
FTS
190
Fifth Third Securities
Ohio
$5.1M
SCM
191
SOL Capital Management
Maryland
$5.08M
FWM
192
Forza Wealth Management
Florida
$5.04M
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$5.02M
KBFS
194
Kohmann Bosshard Financial Services
Ohio
$4.98M
Bank of New York Mellon
195
Bank of New York Mellon
New York
$4.98M
EA
196
Echo45 Advisors
California
$4.97M
ABWM
197
Alpine Bank Wealth Management
Colorado
$4.8M
MWM
198
Maltin Wealth Management
New Jersey
$4.77M
CIA
199
Concurrent Investment Advisors
Florida
$4.76M
GPW
200
Genesis Private Wealth
Virginia
$4.71M