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Vanguard Mid-Cap Value ETF

1,101 hedge funds and large institutions have $10.8B invested in Vanguard Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 357 increasing their positions, 381 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.07% more ownership

Funds ownership: 61.17%61.24% (+0.07%)

6% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 381

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
1,101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.38M
Puts
$1.58M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$4.25M
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$4.22M
CHAM
228
Clear Harbor Asset Management
Connecticut
$4.21M
AAP
229
Arax Advisory Partners
Colorado
$4.2M
BRWA
230
B. Riley Wealth Advisors
Florida
$4.2M
Cerity Partners
231
Cerity Partners
New York
$4.19M
JFA
232
JNBA Financial Advisors
Minnesota
$4.17M
KFSN
233
Keystone Financial Services (Nebraska)
Nebraska
$4.15M
DWM
234
Dakota Wealth Management
Florida
$4.12M
AI
235
Atria Investments
North Carolina
$4.11M
ATPW
236
Ashton Thomas Private Wealth
Arizona
$4.09M
RC
237
Rovin Capital
Arizona
$4.03M
CL
238
Choreo LLC
Illinois
$4.03M
IA
239
Integrity Alliance
Iowa
$4.01M
LIA
240
LifePlan Investment Advisors
North Carolina
$4M
IFWM
241
Institute for Wealth Management
Colorado
$3.98M
GWMR
242
GC Wealth Management RIA
Massachusetts
$3.94M
Bank of New York Mellon
243
Bank of New York Mellon
New York
$3.93M
Pathstone Holdings
244
Pathstone Holdings
New Jersey
$3.92M
MSF
245
Mustard Seed Financial
Arkansas
$3.91M
GVAG
246
Great Valley Advisor Group
Delaware
$3.88M
ICMM
247
Integrated Capital Management (Michigan)
Michigan
$3.83M
CLGM
248
Capitolis Liquid Global Markets
New York
$3.82M
Renaissance Technologies
249
Renaissance Technologies
New York
$3.82M
TC
250
Tacita Capital
Ontario, Canada
$3.81M