We are live on ! Find out more
VO icon

Vanguard Mid-Cap ETF

2,365 hedge funds and large institutions have $62.3B invested in Vanguard Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 1,051 increasing their positions, 673 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 85

136% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $7.57M

56% more repeat investments, than reductions

Existing positions increased: 1,051 | Existing positions reduced: 673

9% more funds holding in top 10

Funds holding in top 10: 234254 (+20)

7% more funds holding

Funds holding: 2,2162,365 (+149)

5.9% more ownership

Funds ownership: 272.76%278.66% (+5.9%)

3% more capital invested

Capital invested by funds: $60.5B → $62.3B (+$1.81B)

Holders
2,365
Holders Change
+149
Holders Change %
+6.72%
% of All Funds
28.78%
Holding in Top 10
254
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+8.55%
% of All Funds
3.09%
New
283
Increased
1,051
Reduced
673
Closed
85
Calls
$17.9M
Puts
$7.57M
Net Calls
+$10.3M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
751
Wealth Alliance
New York
$3.56M -$184K -2,536 -5%
BWM
752
Boyd Wealth Management
California
$3.53M -$3.49K -48 -0.1%
GAM
753
GEM Asset Management
Michigan
$3.51M +$200K +2,752 +6%
CIA
754
Covington Investment Advisors
Pennsylvania
$3.5M +$1.03M +14,096 +41%
GSWA
755
Good Steward Wealth Advisors
Tennessee
$3.5M +$523K +7,188 +18%
TFGT
756
TS Financial Group (TSFG)
Illinois
$3.5M -$409K -5,628 -10%
GWM
757
GoalFusion Wealth Management
Texas
$3.48M +$117K +1,608 +3%
AWA
758
Adapt Wealth Advisors
Georgia
$3.48M -$330K -4,532 -9%
BHWM
759
Bar Harbor Wealth Management
New Hampshire
$3.47M -$20.9K -288 -0.6%
BI
760
Beckerman Institutional
New Jersey
$3.46M +$96.6K +1,328 +3%
AWM
761
Aprio Wealth Management
Georgia
$3.45M +$331K +4,552 New
EW
762
Evoke Wealth
California
$3.45M -$2.07M -28,424 -37%
WAM
763
WealthTrust Asset Management
Florida
$3.44M +$3.45M +47,436 New
SWM
764
SeaCrest Wealth Management
New York
$3.43M +$467K +6,424 +16%
IC
765
IEQ Capital
California
$3.42M -$314K -4,316 -8%
OL
766
Optas LLC
Texas
$3.41M -$2.16M -29,640 -39%
FPH
767
Financial Planning Hawaii
Hawaii
$3.41M +$3.42M +47,012 New
SFWC
768
Strategic Family Wealth Counselors
New Jersey
$3.4M +$145K +1,988 +5%
NB
769
Nicolet Bankshares
Wisconsin
$3.39M +$1.55M +21,244 +83%
QCG
770
Quadrant Capital Group
Ohio
$3.39M +$223K +3,060 +7%
MWM
771
Maltin Wealth Management
New Jersey
$3.39M +$140K +1,920 +4%
BOM
772
Bank of Marin
California
$3.37M
MPCL
773
My Personal CFO LLC
Washington
$3.36M +$3.05M +41,952 +962%
MFA
774
Mayflower Financial Advisors
Massachusetts
$3.36M -$91.4K -1,256 -3%
BTWM
775
Baker Tilly Wealth Management
Wisconsin
$3.35M +$712K +9,784 +27%