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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
WMA
501
William Mack & Associates
Michigan
$875K
CCB
502
Country Club Bank
Missouri
$875K
Kovitz Investment Group Partners
503
Kovitz Investment Group Partners
Illinois
$874K
JWA
504
JFS Wealth Advisors
Pennsylvania
$871K
RFS
505
Retirement Financial Solutions
Tennessee
$868K
LG
506
LAM Group
Oregon
$868K
NFW
507
Noble Family Wealth
Florida
$866K
AA
508
Ancora Advisors
Ohio
$864K
TPA
509
Trivium Point Advisory
Connecticut
$860K
IF
510
Ironwood Financial
Arizona
$855K
FA
511
FC Advisory
Pennsylvania
$853K
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$840K
LAM
513
L2 Asset Management
Massachusetts
$839K
PB
514
Pinnacle Bancorp
Nebraska
$838K
FFA
515
Farther Finance Advisors
California
$835K
NSIM
516
North Star Investment Management
Illinois
$832K
AWA
517
Aaron Wealth Advisors
Illinois
$832K
BI
518
Berkeley Inc
Idaho
$830K
GIM
519
Goelzer Investment Management
Indiana
$826K
FNBT
520
FineMark National Bank & Trust
Florida
$821K
BEAM
521
Baker Ellis Asset Management
Washington
$817K
LWL
522
Leo Wealth LLC
Texas
$817K
VT
523
Vise Technologies
New York
$813K
IWM
524
IHT Wealth Management
Illinois
$813K
SCM
525
Spreng Capital Management
Ohio
$808K