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Vanguard Mid-Cap Value ETF

1,101 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 93 funds opening new positions, 357 increasing their positions, 381 reducing their positions, and 54 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: $ → $

0.07% more ownership

Funds ownership: 61.17%61.24% (+0.07%)

6% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 381

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
1,101
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
BEI
51
Benjamin Edwards Inc
Missouri
$30.2M
KAS
52
Kestra Advisory Services
Texas
$30.2M
NA
53
NewEdge Advisors
Louisiana
$30.1M
WSFS
54
Wilmington Savings Fund Society
Delaware
$28.2M
SWM
55
Shakespeare Wealth Management
Wisconsin
$28.1M
BFA
56
Bragg Financial Advisors
North Carolina
$27.9M
TWP
57
Total Wealth Planning
Ohio
$27.7M
AW
58
Avion Wealth
Texas
$27.6M
CSP
59
Cary Street Partners
Virginia
$26.1M
BPA
60
Beacon Pointe Advisors
California
$24.5M
MFIM
61
Mesirow Financial Investment Management
Illinois
$23.8M
FWP
62
Falcon Wealth Planning
California
$23.6M
BIA
63
BHK Investment Advisors
Alabama
$23.2M
GSF
64
Grove Street Fiduciary
New Hampshire
$22.5M
PPW
65
Presilium Private Wealth
Pennsylvania
$22.4M
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$22.2M
William Blair & Company
67
William Blair & Company
Illinois
$22.2M
AA
68
Aire Advisors
California
$20.5M
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$20.3M
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$19.8M
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$19.6M
SI
72
Stephens Inc
Arkansas
$19.3M
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$19.1M
FAT
74
First American Trust
California
$18.3M
P
75
&Partners
Tennessee
$18.2M