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Vanguard Mid-Cap Value ETF

1,103 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, 352 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.31M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Copia Wealth Management
Oregon
$660K
PPW
577
Pasadena Private Wealth
California
$658K
YWS
578
Yarger Wealth Strategies
Ohio
$650K
BCA
579
Bay Colony Advisors
Massachusetts
$642K
AL
580
Aspiriant LLC
California
$641K
PI
581
PFG Investments
New York
$640K
RIS
582
Richmond Investment Services
Wisconsin
$640K
KFI
583
Key Financial Inc
Pennsylvania
$633K
MFS
584
McNamara Financial Services
Massachusetts
$631K
RWP
585
RWA Wealth Partners
Massachusetts
$631K
HNB
586
Huntington National Bank
Ohio
$626K
EPM
587
Elm Partners Management
Pennsylvania
$625K
NFG
588
Nations Financial Group
Iowa
$623K
RCAG
589
Rehmann Capital Advisory Group
Michigan
$622K
EFL
590
ERn Financial LLC
Wisconsin
$619K
LFA
591
Lauterbach Financial Advisors
Texas
$618K
ZBNA
592
Zions Bancorporation, National Association
Utah
$617K
BBPWM
593
Blue Bell Private Wealth Management
Pennsylvania
$617K
CCWM
594
Cassaday & Co Wealth Management
Virginia
$613K
DAS
595
Dynamic Advisor Solutions
Arizona
$613K
WA
596
WP Advisors
California
$613K
CRC
597
Curi RMB Capital
Illinois
$609K
LCWP
598
Legacy Capital Wealth Partners
Arkansas
$608K
ECM
599
Evergreen Capital Management
Washington
$606K
TBT
600
Texas Bank & Trust
Texas
$604K