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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
PBF
201
Petix & Botte Financial
California
$4.7M
SWM
202
Spire Wealth Management
Virginia
$4.69M
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$4.68M
CAM
204
Cresset Asset Management
Illinois
$4.62M
EFG
205
Everhart Financial Group
Ohio
$4.52M
CPA
206
Cathy Pareto & Associates
Florida
$4.49M
AWS
207
Atria Wealth Solutions
New York
$4.47M
TC
208
TAGStone Capital
North Carolina
$4.45M
RA
209
RoundAngle Advisors
New Jersey
$4.42M
MFG
210
Midwest Financial Group
Kansas
$4.41M
PWM
211
Perigon Wealth Management
California
$4.39M
NC
212
NovaPoint Capital
Georgia
$4.38M
FUBT
213
First United Bank & Trust
Maryland
$4.37M
IWC
214
Integrated Wealth Concepts
Massachusetts
$4.36M
Brown Advisory
215
Brown Advisory
Maryland
$4.34M
Cerity Partners
216
Cerity Partners
New York
$4.27M
TAM
217
Tocqueville Asset Management
New York
$4.27M
GWMR
218
GC Wealth Management RIA
Massachusetts
$4.27M
BGAI
219
Bruce G. Allen Investments
Colorado
$4.24M
DWM
220
Dakota Wealth Management
Florida
$4.21M
JFG
221
Jefferies Financial Group
New York
$4.2M
EWA
222
EverSource Wealth Advisors
Alabama
$4.18M
EA
223
Eclectic Associates
California
$4.17M
WIC
224
Whitegate Investment Counselors
New Hampshire
$4.08M
JFA
225
JNBA Financial Advisors
Minnesota
$4.07M