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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
RC
851
Roundview Capital
New Jersey
$232K
AWM
852
Atticus Wealth Management
Florida
$232K
VWA
853
VSM Wealth Advisory
Maryland
$232K
BW
854
Blalock Williams
Alabama
$231K
VPIM
855
Vanguard Personalized Indexing Management
California
$230K
NEPWA
856
New England Private Wealth Advisors
Massachusetts
$230K
RSWA
857
Robinson Smith Wealth Advisors
Maine
$228K
EW
858
Evoke Wealth
California
$228K
SFP
859
Shepherd Financial Partners
Massachusetts
$228K
MWP
860
Meriwether Wealth & Planning
Louisiana
$228K
BMD
861
Better Money Decisions
New Mexico
$226K
LNWWM
862
Laird Norton Wetherby Wealth Management
California
$225K
CIAS
863
Capital Investment Advisory Services
North Carolina
$225K
CA
864
Cornerstone Advisory
Maryland
$224K
OPPS
865
Obsidian Personal Planning Solutions
Maryland
$224K
WAM
866
WNY Asset Management
New York
$223K
PIN
867
Prudent Investors Network
California
$223K
OA
868
Operose Advisors
Wisconsin
$222K
NC
869
NewSquare Capital
Pennsylvania
$222K
PIFP
870
Partners in Financial Planning
Virginia
$222K
OC
871
Optima Capital
Oregon
$222K
RAM
872
Redmond Asset Management
Virginia
$220K
PFWA
873
Paces Ferry Wealth Advisors
Georgia
$219K
CSA
874
Cottage Street Advisors
Massachusetts
$218K
CFD
875
Creative Financial Designs
Indiana
$218K