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Vanguard Mid-Cap Value ETF

1,101 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, 430 increasing their positions, 352 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.31M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
851
B. Riley Wealth Advisors
Florida
$250K
OA
852
Operose Advisors
Wisconsin
$250K
BFPW
853
BOK Financial Private Wealth
Colorado
$249K
CIA
854
Capital Investment Advisors
Georgia
$249K
GWP
855
Gen-Wealth Partners
Michigan
$247K
RC
856
Roundview Capital
New Jersey
$247K
PWMAG
857
Pinnacle Wealth Management Advisory Group
New Jersey
$247K
PIN
858
Prudent Investors Network
California
$246K
BW
859
Blalock Williams
Alabama
$246K
TF
860
Theory Financial
Colorado
$244K
GAM
861
Gemmer Asset Management
California
$243K
SFP
862
Shepherd Financial Partners
Massachusetts
$242K
PFWA
863
Paces Ferry Wealth Advisors
Georgia
$242K
MWP
864
Meriwether Wealth & Planning
Louisiana
$242K
RSWA
865
Robinson Smith Wealth Advisors
Maine
$241K
OFS
866
OneAscent Financial Services
Alabama
$240K
LNWWM
867
Laird Norton Wetherby Wealth Management
California
$239K
NEPWA
868
New England Private Wealth Advisors
Massachusetts
$239K
CA
869
Cornerstone Advisory
Maryland
$238K
PIFP
870
Partners in Financial Planning
Virginia
$236K
AIM
871
Advyzon Investment Management
Illinois
$236K
CA
872
CoreCap Advisors
Michigan
$235K
OC
873
Optima Capital
Oregon
$235K
OPPS
874
Obsidian Personal Planning Solutions
Maryland
$234K
RAM
875
Redmond Asset Management
Virginia
$234K