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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
WH
476
Willner & Heller
California
$955K
CHC
477
City Holding Co
West Virginia
$953K
KWA
478
Kingswood Wealth Advisors
California
$943K
NLP
479
Next Level Private
New York
$942K
RWP
480
RWA Wealth Partners
Massachusetts
$937K
KFP
481
KMG Fiduciary Partners
Ohio
$934K
SIMC
482
Squire Investment Management Company
Utah
$926K
AT
483
American Trust
Kentucky
$919K
SAI
484
Savvy Advisors Inc
New York
$915K
NW
485
NewEdge Wealth
Pennsylvania
$912K
TNBTD
486
Trustmark National Bank Trust Department
Mississippi
$907K
KCM
487
Kendall Capital Management
Maryland
$905K
SFC
488
Strategic Financial Concepts
Texas
$904K
MFA
489
McClarren Financial Advisors
Pennsylvania
$901K
IA
490
IFP Advisors
Florida
$900K
HP
491
Holistic Planning
Texas
$896K
VP
492
Verisail Partners
Georgia
$895K
HWA
493
Heartwood Wealth Advisors
Virginia
$891K
CPW
494
Cove Private Wealth
New York
$889K
TDWM
495
Topel & Distasi Wealth Management
California
$887K
BAM
496
Belpointe Asset Management
Nevada
$887K
FCA
497
Fortis Capital Advisors
Kansas
$887K
EFS
498
Essex Financial Services
Connecticut
$885K
CFG
499
Citizens Financial Group
Rhode Island
$883K
GIA
500
GHP Investment Advisors
Colorado
$879K