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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
FFM
826
Forum Financial Management
Illinois
$247K
RRA
827
Round Rock Advisors
Connecticut
$246K
PP
828
Patten & Patten
Tennessee
$246K
CT
829
Caldwell Trust
Florida
$246K
DW
830
Dodds Wealth
Colorado
$245K
JWM
831
JPL Wealth Management
Colorado
$245K
M&T Bank
832
M&T Bank
New York
$244K
TCM
833
TruNorth Capital Management
Michigan
$242K
CSB
834
City State Bank
Iowa
$241K
BFA
835
Brown Financial Advisory
Alabama
$241K
CT
836
Coastline Trust
Rhode Island
$240K
DT
837
Diversified Trust
Tennessee
$240K
LWM
838
Lodestone Wealth Management
Washington
$239K
SC
839
Sapient Capital
Indiana
$238K
SCI
840
Silver Coast Investments
United States
$237K
KCM
841
Kennicott Capital Management
California
$237K
PIA
842
Panoramic Investment Advisors
Colorado
$236K
TF
843
Theory Financial
Colorado
$235K
FVWA
844
Foster Victor Wealth Advisors
South Carolina
$235K
1NWS
845
1 North Wealth Services
Maryland
$235K
BFPW
846
BOK Financial Private Wealth
Colorado
$235K
CIA
847
Capital Investment Advisors
Georgia
$234K
GAM
848
Gemmer Asset Management
California
$233K
GWP
849
Gen-Wealth Partners
Michigan
$233K
PWMAG
850
Pinnacle Wealth Management Advisory Group
New Jersey
$232K