We are live on ! Find out more
VOE icon

Vanguard Mid-Cap Value ETF

1,111 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, 358 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $1.34M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

21% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 358

6% more capital invested

Capital invested by funds: $10.8B → $11.5B (+$696M)

0.58% less ownership

Funds ownership: 61.54%60.96% (-0.58%)

1% less funds holding

Funds holding: 1,1191,111 (-8)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
1,111
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
14.58%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.66%
New
70
Increased
432
Reduced
358
Closed
56
Calls
$5.31M
Puts
$1.34M
Net Calls
+$3.96M
Net Calls Change
-$839K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$33.8M +$1.88M +11,029 +6%
BEI
52
Benjamin Edwards Inc
Missouri
$33.1M +$919K +5,401 +3%
SWM
53
Shakespeare Wealth Management
Wisconsin
$30.8M +$964K +5,667 +3%
CCM
54
Condor Capital Management
New Jersey
$30.7M -$2.51M -14,727 -8%
TWP
55
Total Wealth Planning
Ohio
$30.3M +$811K +4,765 +3%
WF
56
WoodTrust Financial
Wisconsin
$30.2M +$29.5M +173,202 New
BFA
57
Bragg Financial Advisors
North Carolina
$29.6M +$8K +47 +0%
CSP
58
Cary Street Partners
Virginia
$29.6M +$1.83M +10,760 +6%
AW
59
Avion Wealth
Texas
$29.2M -$37.8K -222 -0.1%
WSFS
60
Wilmington Savings Fund Society
Delaware
$29.2M -$759K -4,459 -3%
SF
61
Summit Financial
New Jersey
$29M -$10.4M -61,235 -27%
KAS
62
Kestra Advisory Services
Texas
$27.3M -$4.64M -27,245 -15%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$26.5M -$8.46M -49,715 -25%
FWP
64
Falcon Wealth Planning
California
$26.5M +$1.37M +8,076 +6%
MFIM
65
Mesirow Financial Investment Management
Illinois
$25.6M +$315K +1,851 +1%
PPW
66
Presilium Private Wealth
Pennsylvania
$24.8M +$989K +5,813 +4%
BIA
67
BHK Investment Advisors
Alabama
$24.4M -$144K -846 -0.6%
William Blair & Company
68
William Blair & Company
Illinois
$24.1M +$502K +2,948 +2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$23.5M -$116K -684 -0.5%
GSF
70
Grove Street Fiduciary
New Hampshire
$23.1M -$782K -4,594 -3%
BPA
71
Beacon Pointe Advisors
California
$22.2M -$3.66M -21,498 -14%
AA
72
Aire Advisors
California
$22M +$232K +1,365 +1%
WIA
73
World Investment Advisors
California
$21.2M +$19.4M +113,739 +1,532%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$21M +$36.8K +216 +0.2%
P
75
&Partners
Tennessee
$20.5M +$1.17M +6,894 +6%