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Vanguard Mid-Cap Value ETF

1,107 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 92 funds opening new positions, 357 increasing their positions, 384 reducing their positions, and 56 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: $ → $

0.17% more ownership

Funds ownership: 61.25%61.43% (+0.17%)

7% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 384

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
1,107
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
WPA
326
Wealth Preservation Advisors
Tennessee
$2.24M
KWM
327
Kingsview Wealth Management
Oregon
$2.23M
SVWAG
328
Sound View Wealth Advisors Group
Georgia
$2.19M
EF
329
Empirical Finance
Pennsylvania
$2.17M
PFS
330
Prospera Financial Services
Texas
$2.15M
AQR Capital Management
331
AQR Capital Management
Connecticut
$2.13M
SWA
332
Stratos Wealth Advisors
Ohio
$2.11M
WA
333
Wambolt & Associates
Colorado
$2.08M
ANTB
334
AMG National Trust Bank
Colorado
$2.07M
GFL
335
Granite FO LLC
New Hampshire
$2.05M
AAS
336
Ameritas Advisory Services
Nebraska
$2.05M
SB
337
Simmons Bank
Arkansas
$2.03M
SWM
338
Sagace Wealth Management
Florida
$1.99M
SWM
339
SilverOak Wealth Management
Minnesota
$1.98M
UF
340
Univest Financial
Pennsylvania
$1.98M
PFA
341
Pathway Financial Advisors
Vermont
$1.95M
Financial Engines Advisors
342
Financial Engines Advisors
California
$1.94M
MFF
343
Michels Family Financial
Texas
$1.92M
CFSG
344
Clark Financial Services Group
Missouri
$1.9M
IFA
345
Index Fund Advisors
California
$1.89M
RCM
346
RMR Capital Management
California
$1.87M
NB
347
Nicolet Bankshares
Wisconsin
$1.87M
Wellington Management Group
348
Wellington Management Group
Massachusetts
$1.83M
IWM
349
Inlight Wealth Management
Georgia
$1.81M
MWM
350
Meridian Wealth Management
Kentucky
$1.81M