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Vanguard Mid-Cap Value ETF

1,111 hedge funds and large institutions have $11.5B invested in Vanguard Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 432 increasing their positions, 358 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $1.34M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

21% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 358

6% more capital invested

Capital invested by funds: $10.8B → $11.5B (+$696M)

0.58% less ownership

Funds ownership: 61.54%60.96% (-0.58%)

1% less funds holding

Funds holding: 1,1191,111 (-8)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
1,111
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
14.58%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.66%
New
70
Increased
432
Reduced
358
Closed
56
Calls
$5.31M
Puts
$1.34M
Net Calls
+$3.96M
Net Calls Change
-$839K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$4.68M +$235K +1,381 +5%
NC
227
NovaPoint Capital
Georgia
$4.64M -$103K -604 -2%
CFO
228
Collective Family Office
Pennsylvania
$4.61M +$87.5K +514 +2%
TAM
229
Tocqueville Asset Management
New York
$4.59M +$24.3K +143 +0.5%
EA
230
Eclectic Associates
California
$4.58M -$135K -794 -3%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$4.52M +$34.7K +204 +0.8%
WIC
232
Whitegate Investment Counselors
New Hampshire
$4.5M -$101K -591 -2%
KFSN
233
Keystone Financial Services (Nebraska)
Nebraska
$4.48M +$68.7K +404 +2%
PBF
234
Petix & Botte Financial
California
$4.46M -$397K -2,333 -8%
LIA
235
LifePlan Investment Advisors
North Carolina
$4.44M +$193K +1,132 +5%
EWA
236
EverSource Wealth Advisors
Alabama
$4.41M -$97.5K -573 -2%
JFA
237
JNBA Financial Advisors
Minnesota
$4.37M -$49.2K -289 -1%
GVAG
238
Great Valley Advisor Group
Delaware
$4.35M +$223K +1,312 +6%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$4.32M +$4.21M +24,719 New
Bank of New York Mellon
240
Bank of New York Mellon
New York
$4.28M +$105K +618 +3%
CL
241
Choreo LLC
Illinois
$4.27M -$6.13K -36 -0.1%
ASN
242
Advisory Services Network
Georgia
$4.22M +$282K +1,656 +7%
IFWM
243
Institute for Wealth Management
Colorado
$4.2M -$21.3K -125 -0.5%
TC
244
Tacita Capital
Ontario, Canada
$4.19M +$134K +790 +3%
MSF
245
Mustard Seed Financial
Arkansas
$4.16M +$13.3K +78 +0.3%
RC
246
Rovin Capital
Arizona
$4.16M -$116K -684 -3%
TWC
247
TD Waterhouse Canada
Ontario, Canada
$4.14M +$4.05M +23,790 New
OC
248
Oppenheimer & Co
New York
$4.14M +$399K +2,343 +11%
Franklin Resources
249
Franklin Resources
California
$4.13M +$3.59M +21,075 +811%
KBFS
250
Kohmann Bosshard Financial Services
Ohio
$4.13M -$1.17M -6,874 -23%