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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
Financial Engines Advisors
351
Financial Engines Advisors
California
$2.02M -$43K -253 -2%
IFA
352
Index Fund Advisors
California
$2.02M +$7.66K +45 +0.4%
CFSG
353
Clark Financial Services Group
Missouri
$2.02M +$2.55K +15 +0.1%
MFG
354
MTM Financial Group
Pennsylvania
$2.01M -$6.13K -36 -0.3%
MWM
355
Meridian Wealth Management
Kentucky
$2M +$84.1K +494 +4%
BCM
356
Brookstone Capital Management
Illinois
$1.99M +$391K +2,300 +25%
CFAM
357
Center For Asset Management
Florida
$1.97M -$559K -3,287 -23%
GRP
358
Global Retirement Partners
California
$1.95M +$75.5K +444 +4%
Wellington Management Group
359
Wellington Management Group
Massachusetts
$1.94M
PFM
360
Phillips Financial Management
Indiana
$1.93M +$23.3K +137 +1%
BP
361
Ballentine Partners
Massachusetts
$1.92M
REMPR
362
Roof Eidam Maycock Peralta (REMP)
California
$1.87M +$162K +950 +10%
FFN
363
Focus Financial Network
Minnesota
$1.85M +$15.5K +91 +0.9%
CWM
364
Cornerstone Wealth Management
Missouri
$1.85M +$64.3K +378 +4%
SFG
365
Sterling Financial Group
California
$1.84M
PCM
366
Prelude Capital Management
New York
$1.83M +$1.79M +10,500 New
HFRG
367
Houlihan Financial Resource Group
Virginia
$1.81M -$1.84M -10,800 -51%
FIA
368
Foundations Investment Advisors
Arizona
$1.8M +$1.37M +8,064 +359%
SCA
369
STALEY CAPITAL ADVISERS
Pennsylvania
$1.8M
SM
370
Stonegate Management
Illinois
$1.79M +$1.74M +10,200 New
MG
371
Mather Group
Illinois
$1.77M -$137K -808 -7%
PCIA
372
Prime Capital Investment Advisors
Kansas
$1.76M -$103K -607 -6%
WT
373
Whittier Trust
California
$1.76M -$13.3K -78 -0.8%
AUB
374
Atlantic Union Bankshares
Virginia
$1.75M
MMPW
375
Mitchell McLeod Pugh & Williams
Alabama
$1.75M +$346K +2,031 +25%