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Vanguard Mid-Cap Value ETF

1,103 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, 432 increasing their positions, 352 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
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
LSA
851
Lion Street Advisors
Texas
$251K
KCM
852
Kennicott Capital Management
California
$251K
BRWA
853
B. Riley Wealth Advisors
Florida
$250K
OA
854
Operose Advisors
Wisconsin
$250K
BFPW
855
BOK Financial Private Wealth
Colorado
$249K
CIA
856
Capital Investment Advisors
Georgia
$249K
GWP
857
Gen-Wealth Partners
Michigan
$247K
RC
858
Roundview Capital
New Jersey
$247K
PWMAG
859
Pinnacle Wealth Management Advisory Group
New Jersey
$247K
PIN
860
Prudent Investors Network
California
$246K
BW
861
Blalock Williams
Alabama
$246K
TF
862
Theory Financial
Colorado
$244K
GAM
863
Gemmer Asset Management
California
$243K
SFP
864
Shepherd Financial Partners
Massachusetts
$242K
PFWA
865
Paces Ferry Wealth Advisors
Georgia
$242K
MWP
866
Meriwether Wealth & Planning
Louisiana
$242K
RSWA
867
Robinson Smith Wealth Advisors
Maine
$241K
OFS
868
OneAscent Financial Services
Alabama
$240K
LNWWM
869
Laird Norton Wetherby Wealth Management
California
$239K
NEPWA
870
New England Private Wealth Advisors
Massachusetts
$239K
CA
871
Cornerstone Advisory
Maryland
$238K
PIFP
872
Partners in Financial Planning
Virginia
$236K
AIM
873
Advyzon Investment Management
Illinois
$236K
CA
874
CoreCap Advisors
Michigan
$235K
OC
875
Optima Capital
Oregon
$235K