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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
GSWM
301
Greenup Street Wealth Management
Michigan
$2.85M +$2.78M +16,339 New
WRPWM
302
Werba Rubin Papier Wealth Management
California
$2.84M +$308K +1,812 +13%
ACA
303
Aptus Capital Advisors
Alabama
$2.83M -$444K -2,611 -14%
TW
304
TritonPoint Wealth
Maryland
$2.81M
AIA
305
AIMZ Investment Advisors
California
$2.8M +$357K +2,096 +15%
CIAS
306
CBIZ Investment Advisory Services
Ohio
$2.8M
HSA
307
HBK Sorce Advisory
Pennsylvania
$2.78M -$163K -957 -6%
CCA
308
Checchi Capital Advisers
California
$2.75M -$52.2K -307 -2%
CF
309
Conquis Financial
California
$2.73M -$48.8K -287 -2%
WTA
310
Washington Trust Advisors
Massachusetts
$2.7M +$37.9K +223 +1%
VWM
311
Valley Wealth Managers
New Jersey
$2.7M -$158K -930 -6%
CW
312
Cooksen Wealth
Texas
$2.69M -$286K -1,680 -10%
SEIA
313
Signature Estate & Investment Advisors
California
$2.69M -$1.7K -10 -0.1%
PRP
314
Peak Retirement Planning
Ohio
$2.67M +$117K +688 +5%
PCG
315
Prosperity Consulting Group
Maryland
$2.63M +$48.8K +287 +2%
SWM
316
Sagace Wealth Management
Florida
$2.63M +$507K +2,977 +25%
IWM
317
Inlight Wealth Management
Georgia
$2.62M +$680K +3,998 +36%
WJA
318
Willis Johnson & Associates
Texas
$2.58M -$516K -3,034 -17%
BOH
319
Bank of Hawaii
Hawaii
$2.51M
IA
320
Integrity Alliance
Iowa
$2.51M -$1.7M -10,004 -41%
1WA
321
180 Wealth Advisors
Washington
$2.49M +$11.9K +70 +0.5%
WPA
322
Wealth Preservation Advisors
Tennessee
$2.49M +$108K +633 +5%
Vanguard Group
323
Vanguard Group
Pennsylvania
$2.47M +$33K +194 +1%
GC
324
Grimes & Company
Massachusetts
$2.44M +$9.7K +57 +0.4%
WA
325
Wealth Alliance
New York
$2.42M -$137K -808 -6%