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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
EFL
576
ERn Financial LLC
Wisconsin
$649K
KW
577
Keyvantage Wealth
Pennsylvania
$647K
IAG
578
Investmark Advisory Group
Connecticut
$640K
AllianceBernstein
579
AllianceBernstein
Tennessee
$638K
FMWA
580
Forvis Mazars Wealth Advisors
Missouri
$635K
MWM
581
MorganRosel Wealth Management
Colorado
$629K
RIS
582
Richmond Investment Services
Wisconsin
$623K
HNB
583
Huntington National Bank
Ohio
$614K
NFG
584
Nations Financial Group
Iowa
$612K
GAM
585
Gotham Asset Management
New York
$609K
CWM
586
Collaborative Wealth Management
Florida
$604K
AL
587
Aspiriant LLC
California
$604K
VIPI
588
Vista Investment Partners II
Indiana
$603K
CWM
589
Copia Wealth Management
Oregon
$600K
YWS
590
Yarger Wealth Strategies
Ohio
$599K
MFS
591
McNamara Financial Services
Massachusetts
$598K
KFI
592
Key Financial Inc
Pennsylvania
$598K
PI
593
PFG Investments
New York
$594K
RCAG
594
Rehmann Capital Advisory Group
Michigan
$585K
ONSWM
595
Old North State Wealth Management
North Carolina
$584K
LFA
596
Lauterbach Financial Advisors
Texas
$582K
ZBNA
597
Zions Bancorporation, National Association
Utah
$581K
NF
598
Nikulski Financial
Iowa
$577K
CCWM
599
Cassaday & Co Wealth Management
Virginia
$577K
DAS
600
Dynamic Advisor Solutions
Arizona
$576K