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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
BJL
251
Brighton Jones LLC
Washington
$4.12M +$527K +3,095 +15%
NEI
252
Northwest & Ethical Investments
Ontario, Canada
$4.11M +$3.25M +19,110 +425%
CTC
253
Central Trust Company
Missouri
$4.09M +$1.24M +7,270 +45%
DWM
254
Dakota Wealth Management
Florida
$4.09M -$278K -1,632 -7%
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$4.03M -$123K -721 -3%
SC
256
Savant Capital
Illinois
$4.01M +$151K +888 +4%
CLGM
257
Capitolis Liquid Global Markets
New York
$4M -$51K -300 -1%
PFG
258
Pinnacle Financial Group
Illinois
$3.96M +$395K +2,323 +11%
FOFP
259
Fee-Only Financial Planning
South Carolina
$3.95M -$26K -153 -0.7%
SFO
260
Stokes Family Office
Louisiana
$3.95M +$4.25K +25 +0.1%
AG
261
Ascent Group
Virginia
$3.89M +$1.02M +5,978 +37%
MOS
262
MGO One Seven
Ohio
$3.86M +$189K +1,110 +5%
LL
263
LPWM LLC
Minnesota
$3.84M +$88.5K +520 +2%
IFS
264
Ifrah Financial Services
Arkansas
$3.76M -$19.4K -114 -0.5%
PCA
265
Prosperity Capital Advisors
Ohio
$3.76M -$136K -798 -4%
VW
266
Veridan Wealth
Oregon
$3.75M +$3.65M +21,458 New
GHAM
267
Gilman Hill Asset Management
Connecticut
$3.71M
EF
268
Envision Financial
Wisconsin
$3.69M -$158K -931 -4%
QCM
269
Quantinno Capital Management
New York
$3.68M +$1.15M +6,761 +47%
BMWS
270
Brady Martz Wealth Solutions
North Dakota
$3.68M
SFP
271
Sterling Financial Planning
New Jersey
$3.59M +$38.5K +226 +1%
SHF
272
Stage Harbor Financial
Massachusetts
$3.59M -$15.3K -90 -0.4%
MCA
273
MSH Capital Advisors
Arizona
$3.56M
LI
274
LifeWealth Investments
Florida
$3.47M +$78.1K +459 +2%
VWA
275
Visionary Wealth Advisors
Illinois
$3.47M -$6.05M -35,553 -64%