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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
RA
551
Rockingstone Advisors
Massachusetts
$734K
PA
552
Prossimo Advisors
California
$733K
AB
553
Atlas Brown
Kentucky
$731K
Citadel Advisors
554
Citadel Advisors
Florida
$731K
TA
555
Tactive Advisors
Florida
$728K
FA
556
Financial Alternatives
California
$724K
CA
557
Clearstead Advisors
Ohio
$714K
SFP
558
Strategic Financial Partners
Oregon
$708K
HB
559
Horizon Bancorp
Indiana
$702K
AWA
560
Arkadios Wealth Advisors
Georgia
$702K
Russell Investments Group
561
Russell Investments Group
United Kingdom
$701K
TPCW
562
TD Private Client Wealth
New York
$701K
UCFA
563
United Capital Financial Advisors
Texas
$689K
HAG
564
HF Advisory Group
Maryland
$685K
CWM
565
Calamos Wealth Management
Illinois
$681K
ODIJL
566
One Day In July LLC
Vermont
$681K
XPN
567
XY Planning Network
Montana
$679K
PWP
568
Principle Wealth Partners
Connecticut
$679K
OPAM
569
Ocean Park Asset Management
California
$674K
CWA
570
Crux Wealth Advisors
California
$673K
PPW
571
Pasadena Private Wealth
California
$671K
CF
572
Centaurus Financial
California
$669K
CP
573
Creekside Partners
California
$659K
Envestnet Portfolio Solutions
574
Envestnet Portfolio Solutions
Illinois
$659K
TI
575
Truepoint Inc
Ohio
$655K