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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
AFP
601
Ausdal Financial Partners
Iowa
$575K
WA
602
WP Advisors
California
$574K
LCWP
603
Legacy Capital Wealth Partners
Arkansas
$573K
ECM
604
Evergreen Capital Management
Washington
$570K
SAM
605
S.A. Mason
Michigan
$566K
CMBA
606
C.M. Bidwell & Associates
Hawaii
$560K
WCM
607
WealthTrak Capital Management
Virginia
$556K
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$555K
AMM
609
American Money Management
California
$549K
CRC
610
Curi RMB Capital
Illinois
$549K
QFW
611
QTR Family Wealth
Florida
$548K
AFG
612
Atomi Financial Group
New York
$545K
PCS
613
Private Client Services
Kentucky
$545K
WB
614
WesBanco Bank
West Virginia
$544K
CHJWM
615
Carlton Hofferkamp & Jenks Wealth Management
Texas
$540K
RWM
616
Rialto Wealth Management
New York
$540K
GFG
617
Grantvest Financial Group
New Jersey
$539K
FC
618
Fairscale Capital
New Hampshire
$539K
UAG
619
United Advisor Group
Ohio
$537K
BHWM
620
Beaird Harris Wealth Management
Texas
$533K
QCM
621
QRG Capital Management
Illinois
$529K
JPLA
622
Joseph P. Lucia & Associates
New York
$526K
FCP
623
Fidelis Capital Partners
Florida
$526K
PFBT
624
Parkside Financial Bank & Trust
Missouri
$518K
CAL
625
Capital Analysts LLC
Pennsylvania
$516K