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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
SFC
26
SYM Financial Corp
Indiana
$95.6M +$3.25M +19,089 +4%
AWM
27
Avior Wealth Management
Nebraska
$93.8M -$636K -3,739 -0.7%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$90.6M +$6.65M +39,094 +8%
US Bancorp
29
US Bancorp
Minnesota
$81M +$126K +738 +0.2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$77.5M -$2.63M -15,454 -3%
Creative Planning
31
Creative Planning
Kansas
$76M -$2.67M -15,719 -3%
PMAM
32
Picton Mahoney Asset Management
Ontario, Canada
$70.9M +$56.9M +334,159 +463%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$68.9M +$17.8M +104,463 +36%
Truist Financial
34
Truist Financial
North Carolina
$66.4M +$1.17M +6,854 +2%
RA
35
Rodgers & Associates
Pennsylvania
$64.2M +$1.68M +9,875 +3%
JP Morgan Chase
36
JP Morgan Chase
New York
$63.3M -$3.94M -23,184 -6%
ML
37
McAdam LLC
Pennsylvania
$57.4M +$3.18M +18,671 +6%
HighTower Advisors
38
HighTower Advisors
Illinois
$56.4M +$2.89K +17 +0%
BM
39
Berman McAleer
Maryland
$51.7M +$50.1M +294,507 New
PAG
40
Private Advisor Group
New Jersey
$49.9M +$1.73M +10,192 +4%
KF
41
Krilogy Financial
Missouri
$49.7M +$9.37M +55,054 +24%
EH
42
Equitable Holdings
New York
$49.4M -$706K -4,147 -1%
IWA
43
Inspirion Wealth Advisors
Illinois
$46M -$2.16M -12,689 -4%
Corient Private Wealth
44
Corient Private Wealth
Florida
$45.9M +$42.2M +247,900 +1,677%
TC
45
Trust Company
Kansas
$44.5M +$629K +3,698 +1%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$42.9M -$410K -2,408 -1%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$42.1M -$257K -1,508 -0.6%
MML Investors Services
48
MML Investors Services
Massachusetts
$40.3M -$2.16M -12,699 -5%
MAM
49
Marotta Asset Management
Virginia
$38.9M +$489K +2,876 +1%
KL
50
KWMG LLC
Kansas
$34.4M +$980K +5,758 +3%