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Vanguard Mid-Cap Value ETF

1,102 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 93 funds opening new positions, 357 increasing their positions, 381 reducing their positions, and 54 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: $ → $

0.07% more ownership

Funds ownership: 61.17%61.24% (+0.07%)

6% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 381

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

Holders
1,102
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
CAMV
876
Concord Asset Management (Virginia)
Virginia
$216K
SDWMA
877
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K
BWL
878
Bogart Wealth LLC
Virginia
$214K
CA
879
Calton & Associates
Florida
$214K
QP
880
Quartz Partners
New York
$213K
PWM
881
PBMares Wealth Management
Virginia
$212K
CA
882
CoreCap Advisors
Michigan
$211K
SCM
883
Saxony Capital Management
Missouri
$211K
BFS
884
Bradley Foster & Sargent
Connecticut
$210K
CGA
885
Crescent Grove Advisors
Illinois
$209K
MWP
886
Meredith Wealth Planning
Illinois
$208K
KCM
887
Kennedy Capital Management
Missouri
$207K
MAG
888
Mayfair Advisory Group
Alabama
$206K
FFA
889
Florida Financial Advisors
Florida
$205K
GIP
890
Greatmark Investment Partners
Georgia
$205K
SIG
891
Sargent Investment Group
Maryland
$204K
AC
892
AlphaCore Capital
California
$202K
CTA
893
Colonial Trust Advisors
South Carolina
$202K
APA
894
Astoria Portfolio Advisors
New York
$202K
BWA
895
Bestgate Wealth Advisors
Maryland
$201K
ATC
896
Advantage Trust Company
Kansas
$201K
VFA
897
Valeo Financial Advisors
Indiana
$201K
SAM
898
Smartleaf Asset Management
Massachusetts
$201K
VC
899
Vicus Capital
Pennsylvania
$201K
NFC
900
Northstar Financial Companies
Pennsylvania
$201K