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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
LFA
801
Legacy Financial Advisors
Kentucky
$280K
GSWM
802
Golden State Wealth Management
California
$279K
RWM
803
Revisor Wealth Management
Ohio
$279K
SA
804
Sovran Advisors
California
$279K
OFS
805
OneAscent Financial Services
Alabama
$273K
VVP
806
Venture Visionary Partners
Ohio
$273K
CFO
807
Colony Family Offices
North Carolina
$271K
WP
808
Wealthspan Partners
Iowa
$271K
PCM
809
Prospera Capital Management
Arizona
$270K
LSA
810
Lion Street Advisors
Texas
$269K
OAS
811
Optivise Advisory Services
Tennessee
$269K
MA
812
Marquette Associates
Illinois
$269K
CFP
813
Comprehensive Financial Planning
Pennsylvania
$266K
FFL
814
Financial Freedom LLC
Ohio
$264K
BPFA
815
Barnes Pettey Financial Advisors
Mississippi
$263K
FWMP
816
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$262K
MPAM
817
Murphy Pohlad Asset Management
Minnesota
$261K
WE
818
Wealth Effects
Massachusetts
$260K
SWRP
819
Summit Wealth & Retirement Planning
California
$258K
SIMG
820
Sonora Investment Management Group
Arizona
$257K
CCA
821
Cravens & Co Advisors
Tennessee
$257K
KCM
822
Kornitzer Capital Management
Kansas
$256K
SAM
823
Silvercrest Asset Management
New York
$248K
QWM
824
Quaker Wealth Management
New Jersey
$247K
IWM
825
Integris Wealth Management
California
$247K