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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
CPG
776
Cornerstone Planning Group
New Jersey
$311K
LTL
777
Lowery Thomas LLC
California
$310K
SRC
778
Sage Rhino Capital
California
$309K
TSS
779
Two Sigma Securities
New York
$308K
CMMS
780
Comprehensive Money Management Services
Florida
$307K
IA
781
IFG Advisory
Georgia
$306K
LIWM
782
Long Island Wealth Management
New York
$305K
TFGT
783
TS Financial Group (TSFG)
Illinois
$304K
MSWM
784
McGlone Suttner Wealth Management
Wisconsin
$303K
FB
785
Finward Bancorp
Indiana
$302K
VP
786
Verum Partners
North Carolina
$300K
VA
787
Valmark Advisers
Ohio
$300K
MSAM
788
Moloney Securities Asset Management
Missouri
$299K
BWM
789
Benchmark Wealth Management
Connecticut
$296K
SIA
790
Soltis Investment Advisors
Utah
$295K
BW
791
BIP Wealth
Georgia
$295K
PWAM
792
Private Wealth Asset Management
Iowa
$295K
SW
793
SkyOak Wealth
Michigan
$294K
GFWA
794
Grey Fox Wealth Advisors
Delaware
$292K
EFG
795
Ethos Financial Group
Pennsylvania
$292K
NDSI
796
Newman Dignan & Sheerar Inc
Rhode Island
$291K
RPGK
797
Retirement Planning Group (Kansas)
Kansas
$288K
AWM
798
Ameliora Wealth Management
Switzerland
$288K
OCM
799
Orleans Capital Management
Louisiana
$286K
QWM
800
Quadcap Wealth Management
Texas
$280K