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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
SWM
676
SeaCrest Wealth Management
New York
$440K
TFA
677
TPG Financial Advisors
Oregon
$439K
ESB
678
Essex Savings Bank
Connecticut
$438K
VPP
679
Vertex Planning Partners
Illinois
$438K
FCBT
680
First Citizens Bank & Trust
North Carolina
$428K
Franklin Resources
681
Franklin Resources
California
$428K
NB
682
Northwest Bancshares
Pennsylvania
$423K
NAS
683
Nicolet Advisory Services
Wisconsin
$420K
CA
684
Continuum Advisory
Idaho
$418K
MWM
685
Mission Wealth Management
California
$417K
EWP
686
Elevation Wealth Partners
California
$415K
EBA
687
Eagle Bay Advisors
New York
$414K
BOM
688
Bank of Marin
California
$413K
OA
689
Oxbow Advisors
Texas
$412K
WLPWM
690
Walled Lake Planning & Wealth Management
Illinois
$412K
PWM
691
Paulson Wealth Management
Illinois
$410K
SG
692
StoneX Group
New York
$409K
EAM
693
Evanson Asset Management
California
$408K
SCG
694
Sonata Capital Group
Washington
$404K
SIC
695
Sterling Investment Counsel
New York
$403K
PMFA
696
Plante Moran Financial Advisors
Michigan
$401K
BFA
697
Beaumont Financial Advisors
Massachusetts
$399K
AFG
698
Altiora Financial Group
Ohio
$398K
TWP
699
Tyche Wealth Partners
Texas
$398K
LSPW
700
Lake Street Private Wealth
Illinois
$397K