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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
RIM
651
Rockbridge Investment Management
New York
$476K
RA
652
RFG Advisory
Alabama
$475K
KeyBank National Association
653
KeyBank National Association
Ohio
$475K
HI
654
Horizon Investments
North Carolina
$473K
WFPG
655
Waller Financial Planning Group
Ohio
$473K
MYIA
656
Mount Yale Investment Advisors
Colorado
$472K
NAMP
657
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$471K
PFA
658
Professional Financial Advisors
Nebraska
$467K
BWM
659
BCS Wealth Management
Tennessee
$465K
OWA
660
Octavia Wealth Advisors
Ohio
$463K
IFPL
661
Investments & Financial Planning LLC
Kentucky
$462K
CC
662
Courier Capital
New York
$461K
TF
663
TME Financial
California
$461K
VCA
664
Verdence Capital Advisors
Maryland
$460K
GCM
665
G2 Capital Management
Ohio
$459K
ACM
666
Advisors Capital Management
New Jersey
$455K
EPM
667
Elm Partners Management
Pennsylvania
$454K
LPAM
668
Lodestar Private Asset Management
California
$453K
QCIG
669
Quad-Cities Investment Group
Iowa
$452K
TSW
670
Thompson Siegel & Walmsley
Virginia
$450K
NP
671
NorthRock Partners
Minnesota
$447K
TW
672
Traveka Wealth
California
$446K
FB
673
Fulton Bank
Pennsylvania
$446K
PTC
674
Private Trust Company
Ohio
$443K
PCMC
675
Paragon Capital Management (Colorado)
Colorado
$443K